With just a little tech savviness, you can get your new visitor management system account up and running in a matter of minutes. This guide will give you the basics on where to get started.
Here you will learn how to:
Set up your account
Update your company information
Click your profile icon/initials at the bottom left
Go to Settings
Navigate to Account Info under the Other category
Update your Company Name, Booking URL, Contact Email, Contact Phone, Website, and upload your Company logo
Customize your location settings
Click your profile icon/initials at the bottom left
Go to Settings
Navigate to Sign In Points under the Workspace category
Select the location of interest or All Locations from the locations dropdown
Click on the Settings button for the location you want to modify
Update your location address and time zone
Optionally, assign the location's compliance officers and location contacts, set maximum capacity, operating hours, and automatic sign-out
You can also specify a geofencing polygon if you want your Users to use the Pass app's geofencing feature
Update your User account's settings
Click your profile icon/initial at the bottom left
Go to My Account
Update your First Name, Last Name, Phone, Job Title, Photo, and Timezone
Add new users
Click on the People icon on the dark sidebar
To add Users Manually, click the "New User" button in the upper-right corner
You can also invite users or import users using a CSV template.
Customize Your Sign In Points
Access the Sign In Point designer by:
Click your profile icon/initials at the bottom left
Go to Settings
Navigate to Sign In Points under the Workspace category
Select an existing sign-in point (QR code/Contactless or Tablet kiosk) or create a new one
There are different templates available, and you can ask AI to design a sign-in point for you
Tablet Sign In Point
You have access to a visual designer, where you can:
Upload your logo
Add or delete elements, such as buttons, text, etc., and change the background, or add multiple background images to create a background slider
Make text, buttons, and images clickable by adding a workflow to them (click on an element, and click on Configure Workflow on the right side). You can edit existing workflows using the same process or by clicking on the workflow on the left sidebar
Add hosts, set default notification contacts, design the visitor badge, and apply miscellaneous aesthetic changes
The 3 dots at the top right corner of the kiosk designer give you access to additional settings
Set up your tablet sign-in points with the Kiosk app
Install the tablet kiosk app on an iPad or Android tablet
Accept all permissions
Log in
Connect your printer, if needed
Select a kiosk design
QR Code Sign In Point
With the QR code sign-in point designer, you can:
Rename your QR code sign-in point
Add your logo
Change colors and font
Customize your workflow, add hosts, and set default notification contacts
Download and print your QR Code Sign In Point
Download either the QR code or the QR code poster. You can then attach the QR code to some graphics or edit the poster before printing