--- title: How Auto Confirm Visits Works description: Visit Types, Confirmation, Auto-Confirmation --- [Skip to content](https://nexusengage.com/help/how-auto-confirm-visits-works#main-content) English Show submenu for translations ![fb2acfcb-b621-467c-ac7f-d5d4beee378d-1](https://nexusengage.com/hs-fs/hubfs/fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png?width=200&height=53&name=fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Nexus Website](https://nexuscenter.io/) [Nexus Website](https://nexuscenter.io/) What are you looking for? - There are no suggestions because the search field is empty. 1. [Nexus Help Center](https://nexusengage.com/help) 2. [Engagement Hub](https://nexusengage.com/help/engagement-hub) 3. [System Configurations](https://nexusengage.com/help/engagement-hub#system-configurations) # How Auto Confirm Visits Works #### Functional Summary Auto Confirm Visits enables organizations to pre-approve specific Visit Types so that qualifying visits: - Do **not** wait for manual review - Are confirmed immediately upon submission - Follow the same lifecycle, notifications, and workflows as manually confirmed visits This feature is particularly useful for routine or low-risk visit types that do not require additional approvals. --- #### Key Capabilities - Configure Auto-Confirm at the **Visit Type level** - Automatically confirm visits at submission time - Send standard Acknowledgement and Confirmation emails automatically - Respect final Visit Type selection at submission - Prevent duplicate visit creation or confirmation - Maintain audit consistency by passing through Tentative status internally --- #### Auto Confirm Visits – Overview Auto Confirm Visits works by evaluating the **final Visit Type selected at the time of submission**. If the selected Visit Type has Auto-Confirm enabled: - The visit is automatically confirmed - Engagement Manager approval is skipped - All standard confirmation workflows continue to apply If Auto-Confirm is not enabled, the visit follows the normal approval process. --- #### How Auto Confirm Visits Works From a user perspective, the process is seamless: 1. Configure Auto-Confirm at the **Visit Type level**   ![AutoConfirm1](https://nexusengage.com/hs-fs/hubfs/AutoConfirm1.png?width=515&height=231&name=AutoConfirm1.png)   1. A requester creates a new visit. 2. The requester selects a Visit Type. 3. If that Visit Type has **Auto-Confirm enabled**, the system: - Submits the visit - Internally transitions through Tentative - Confirms the visit immediately 4. The requester receives confirmation without waiting for manual review. > **Important:** Auto-confirmation is evaluated **only at submission time**, not when the Visit Type is selected earlier in the form. --- #### Configuration & Administration ### Who Can Configure Auto-Confirm - Administrators - BES Admins ### Where to Configure - **Settings → Visit Types → Auto-Confirm Visit Tab** ### Configuration Details       | Setting   | Description   | | --- | --- | | Auto-Confirm checkbox | Enables or disables auto-confirmation for a Visit Type | | Default value | OFF for all existing Visit Types | | Inactive Visit Types | Display Auto-Confirm as read-only (cannot be edited) |         --- #### User Flow – Step-by-Step ### Creating an Auto-Confirmed Visit 1. Navigate to **Create New Visit** 2. Complete all required visit details 3. Select a Visit Type with **Auto-Confirm enabled** 4. Review the visit details 5. Click **Submit** **Result:** - Visit is automatically confirmed - No manual approval required - Confirmation emails are sent immediately --- #### Notifications & System Behavior When a visit is auto-confirmed: - **Acknowledgement Email** is sent immediately upon submission - **Confirmation Email** is sent immediately after confirmation - Emails use the **same templates** as manually confirmed visits - Emails are always sent in this order: 1. Acknowledgement 2. Confirmation ### Email Reliability - If email delivery fails: - The visit remains **Confirmed** - The system logs the failure - Standard email retry policies apply - Duplicate emails are prevented even if submit is clicked multiple times --- #### FAQs **Q: Does Auto-Confirm skip the Tentative state entirely?** A: No. The system still passes through Tentative internally for audit consistency, but this happens automatically. **Q: What if a Visit Type is changed multiple times before submission?** A: Only the **final Visit Type selected at submission** is evaluated. **Q: Will existing visits be auto-confirmed if Auto-Confirm is enabled later?** A: No. Auto-Confirm only applies at the time of submission. **Q: Are auto-confirmed visits treated differently in reports or workflows?** A: No. They are treated the same as manually confirmed visits. - [Engagement Hub](https://nexusengage.com/help/engagement-hub#main-content) - [Release Notes](https://nexusengage.com/help/engagement-hub#release-notes) - 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