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Quick Admin Setup Guide

Setup guides for new administrators of the visitor software

Updated today

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:

Watch a quick setup of visitor management software

Set up your account

  1. Update your company information

    • Click your profile icon/initials at the bottom left

    • Go to Settings

    • Click on Account Info

    • Update your Company Name, Booking URL, Contact Email, Contact Phone, Website, and upload your Company logo

  2. Customize your location settings

    1. Click on Sign In Dashboard on the dark sidebar

    2. Select the location of interest or All Locations from the locations dropdown

    3. Click on Sign In Points on the grey sidebar

    4. Click the 3 dots next to the location of interest

    5. Select the Location Settings option

    6. Update your location address and timezone

    7. Optionally, assign the location's compliance officers and location contacts, set maximum capacity, operating hours, and automatic sign out

  3. Update your User account's settings

    1. Click your profile icon/initial at the bottom left

    2. Go to My Account

    3. Update your First Name, Last Name, Phone, Job Title, Photo, and Timezone

Customize Your Sign In Points

Set up your tablet sign-in points with the Kiosk app

  1. Install the tablet kiosk app on an iPad or Android tablet

  2. Accept all permissions

  3. Log in

  4. Connect your printer, if needed

  5. Select a kiosk design

Set up sign-in workflows for visitors

Add new users

Sign in your first visitor

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