Visits
Who comes in and out of the warehouse: kiosks, invitations and the visitor log
10 articles
How visitor management works
The four ways someone ends up in the visitor log, the daily board, the visit detail, the statuses, check-outs, notifications and who can do what.
Registering a visit at reception
How to log someone who arrives without using the kiosk, how to link them to their invitation to avoid duplicates, what each field asks for, and what to do next: check-out, no-show or cancellation.
Inviting visitors
Schedule a visit before it happens: for one or several people, with host and time. Each gets an email with a QR code and an express check-in code. Editing, resending, reminders and limits.
The invitation page and express check-in
What the invitee sees when opening their link: confirming or saying they cannot come, filling in details ahead of time, adding it to the calendar, and how the QR code and express code work.
The visitor kiosk, step by step
What a visitor sees and does on the tablet or their phone: the start screen, identifying themselves, returning-visitor recognition, their details, the photo, the final screen and checking out.
Setting up kiosks
Each physical check-in point can have its own address, QR code, visit types, languages and welcome. How to set them up, test them, and what happens if you turn them off or delete them.
Visit types and their kiosk flow
What a visit type is, the four reserved ones, every field of the form (kind, host, photo, company, email, pre-registration, duration, auto check-out, final message) and how to deactivate one.
Hosts and notifications
Who hosts are, every field on their record, exactly what Sync from users does, which channels they are notified through, what the one-click email says and who else finds out.
Visitor settings
Who is told when someone arrives, visit timing, automatic check-out, kiosk and board options, with their defaults, and the Fields and Messages tabs.
Visit history and export
The full visitor log: how to get there, each filter, what each column says, how to export it to Excel with its fifteen columns, and the limits worth knowing.