Note: The Visitor Management app is a paid feature for Essential, Pro and Grow subscriptions. |
How do I enable the Visitor Management feature in my dashboard?
To install and enable the Visitor Management feature in your dashboard:
Click on 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 do I set up the Visitor Management App from my dashboard?
Once you've installed and enabled the Visitor Management App, customize the App and Connect to a device:
Customize the theme of your User check-in experience (i.e. brand colour, welcome message, font...etc)
Connect a device by clicking on Devices > 'Add Display'. If you have multiple locations, select a location and scan the QR code with a tablet. Once you scan the QR code, and go through the steps outlined on the device.
Customize the check-in option (decide whether you'd like to accept deliveries, require Users to agree to terms, include a QR code for touchless check-in...etc)
Configure which custom properties to collect from visitors. For example, beyond the default name and email, you may add custom properties such as company, phone number, or purpose of visit. To do this navigate to Required/optional properties and change the status of a Property from "Not Collected" to either “Required” or "Optional".
Note: Custom properties are available across Optix, so you can use them in other widgets (e.g. Tour-booking Web Widget and Drop-in Web Widget) as well.
Tip: If you're connecting the Visitor Management App to a tablet, you could consider enabling a screen lock feature. For instance, for an iPad, enable Guided Access to prevent the Visitors from being able to exit the Check-In page. |