Note: The Visitor Management app is included on Pro subscriptions and above. |
The Visitor Management App lets you accept and track visitors and deliveries at your entrance using a device such as an iPad, so your front desk experience runs smoothly even when no one is there to greet guests in person.
Visitor Management helps you:
Know who's on-site: See who's checked in and which User they're visiting, right from your dashboard.
Turn visitors into leads: Choose whether to add a visitor to your space as an Unconfirmed User for future follow-up.
Handle deliveries: Accept and log deliveries through the same check-in device.
Control the check-in experience: Customize your brand colors, welcome message, and which details visitors provide.
How to enable the Visitor Management App
How to enable the Visitor Management App
Click Apps & Integrations on the left-hand menu
Search for Visitor Management and click Install
Click Configure, or navigate to Settings > Installed apps > Visitor Management
How to set up and customize the Visitor Management App
How to set up and customize the Visitor Management App
Once you've installed and enabled the Visitor Management App, customize the app and connect it to a device:
Customize the theme of your User check-in experience (brand color, welcome message, font, and more)
Connect a device by clicking Devices > Add Display. If you have multiple locations, select a location and scan the QR code with a tablet, then follow the steps outlined on the device
Customize the check-in options (decide whether to accept deliveries, require Users to agree to terms, include a QR code for touchless check-in, and more)
Configure which custom properties to collect from visitors. Beyond the default name and email, you can add properties such as company, phone number, or purpose of visit under Required/optional properties, by changing a Property's status from "Not Collected" to "Required" or "Optional"
Note: Custom properties are available across Optix, so you can use them in other widgets too, such as the Tour-booking Web Widget and Drop-in Web Widget.
Tip: If you're connecting the Visitor Management App to a tablet, consider enabling a screen lock feature. For an iPad, for example, enable Guided Access to prevent visitors from exiting the check-in page. |
How to accept and manage visitors day-to-day
How to accept and manage visitors day-to-day
Once set up, visitors check in from your connected device at the entrance. From your dashboard, you can:
See who's currently checked into the space, and which User they're visiting
Decide whether to add a visitor to your space as an Unconfirmed User for future follow-up
Accept and log deliveries through the same check-in flow
FAQ
FAQ
What plan do I need for Visitor Management?
Visitor Management is included on Pro subscriptions and above.
Can I export a list of visitor check-ins?
Yes. From Users > Visitors, apply any Type, Location, or Date filters you want, then click the download icon next to search. Learn more in how do I export my Optix data.
Do visitors automatically become Users in Optix?
No. Checking in through the Visitor Management App does not automatically create an account. You choose whether to add a visitor as an Unconfirmed User for follow-up.
Can I collect information beyond a visitor's name and email?
Yes. Configure any additional custom properties you'd like to require or make optional, such as company, phone number, or purpose of visit, under Required/optional properties.
Can I use Visitor Management across multiple locations?
Yes. When connecting a device, select the location it belongs to and scan the QR code with that location's tablet.
Troubleshooting
Troubleshooting
I don't see Visitor Management under Apps & Integrations.
Visitor Management is only available on Pro subscriptions and above. Confirm your current plan, or reach out to your account manager to upgrade.
Visitors can exit the check-in screen on my tablet.
Enable a screen lock feature on the device. For an iPad, enable Guided Access to keep the tablet on the check-in page.
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