Scheduled invites allows you to send a visitor a pre-registration that includes a booking link, the visitor can then select a time that works for them and aligns with your availability. This is enabled by default if you use the Sign In App / Scheduling integration.

To get started go to the Sign In App portal 2.0 and navigate to the Activity screen. From there, select the Pre-registrations tab and click Pre-register on the right hand side.

Select the Site and Group for the pre-registration, enter their full name and preferred language. You will then see two options:
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​Fixed date and time - Select this set a fixed time and date for the visit.

Visitor can schedule - Select this to allow the visitor to schedule their own visit date/time.

When you select Visitor can schedule, the date picker option is removed as the visitor is able to select the date/time as part of the booking process. You will also be prompted to complete two additional fields, Service and Employee.

The Service field allows you to select the Scheduling service that this scheduled visit is for. The Employee field allows you to pre-select who the employee the booking is for (Note - you can select multiple employees here if needed, the list will populate based on the selected service and show you which employees are associated with that service).

The employee selected here will also pre-populate the visiting field with the same person.

Clicking Pre-register will then send the visitor an email with details of the visit and a Book an Appointment button.

Clicking the Book an Appointment button will open up a window, from here the visitor can pick an available slot for that member of staff. The visitor just needs to select the slot they’d like to the booking for and then grant permission for the booking.

Next, the visitor will receive a pre-registration that confirms their booking and allows them to add the event to their calendar.

The availability of the employee selected when the scheduled invite is created determines the slots available to be booked. If you don’t see any slots then you need to edit the availability for the employee the scheduled invite is for.

​If you have more than one site, you will need to manage your employees for each site to ensure they’re available for bookings.

You can check the status of your scheduled visits via the Pre-registrations tab on the Activity page. If your visitor is yet to book a date/time for their visit, you will see 'Awaiting response':

You can open the expected visit where you will see options to copy the shareable link, resend the email invitation, or cancel the invitation:

Once a visitor has booked their date and time, the portal will update to show the pre-registration details including the date and time of the visit, along with who they will be visiting.

You can also create a booking in Scheduling and a pre-registration will be created in SIA.

First, from your scheduling portal, on the left side of the screen you should see the Visit your Booking Page button.

When your Scheduling account is created there will be some default booking services, for example, Initial Consultation - click the See Times button to view available times.

You should then see the time slots available for the service.

The next step is to enter your details and click Book (these fields are mandatory).

This will create the booking in Scheduling and it will be displayed in the calendar. To view this, click the Calendar button on the left side of the Scheduling portal.

It will also create a pre-registration in Sign In App which can be viewed from the Activity view in the Sign In App portal.

When the visitor signs in it will mark the booking in Scheduling as Customer has arrived. If the time of the booking passes and the visitor hasn’t signed in, the booking will be marked as a no show. To view this, click the booking from the Calendar view in the Scheduling portal.