Copying a visit event

2026-08-17Last updated

To quickly create similar visits, you can copy a visit event and reuse details for recurring visits or events with many participants.

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. From the My workspace section on the sidebar, click Visits.
  2. Select a visit event, then click Copy event.
    A duplicate of the visit event is created.
  3. Modify the visit event as required.
    For example:
    • Change event details
    • Change dates
    • Add or remove visitors
    • Add or remove hosts
    • Amend notifications
  4. Click Save.
    When the new visit event is created, a Visit created email notification is sent to all visitors and hosts.

    Visitors can receive automatic reminder emails 24 hours before an upcoming visit, including any incomplete pre-visit tasks or unsigned NDA documents. Reminder emails are not sent for visits scheduled within 24 hours.