Copying a visit event

2026-02-13Last updated

You can copy a visit event to reuse details for recurring visits or events with many participants

Before you begin

Review visit events.

What you should know

  • Any user can copy their visits to create a similar visit.
  • Copying events is useful when:
    • Visitors or attendees repeat.
    • A previous visit has the same or similar details (for example, monthly customer visits).
    • Large groups are involved (for example, a yearly business partner conference).

Procedure

  1. Click Dashboard > Visits .
  2. Select a visit event and then click Copy event.
    A duplicate of the visit event is created.
  3. Modify the visit event as required and click Save.
    For example:
    • Changing event details
    • Changing dates
    • Adding or removing visitors
    • Adding or removing hosts
    • Amending notifications
The new visit event is created and a Visit created email notification is sent to all visitors and hosts.