Guest Type Should be sent from Engage to Visitor
Currently, when a meeting is booked in Engage that includes external visitors, the visitor information is successfully sent to Visitor. However, the integration does not provide a way to specify the visitor type, such as Guest, Contractor, Vendor, or other categories.
As a result, organizations cannot leverage visitor-type-specific workflows and communications within Visitor, such as tailored notifications, instructions, or check-in processes. Instead, all visitors must follow the same communication workflow regardless of their classification.
The feature request is to enhance the Engage-to-Visitor integration to pass the visitor type during the booking process, allowing Visitor to apply the appropriate communication templates and workflows based on the visitor's category.
Adminchris.coatney@eptura.com
(Implementation Consultant, Eptura)
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