Change between locations/sites
Click on the name of your current location in the top left of the screen just under the logo. Then either search for your new location or click on it if it already appears underneath.
Add a Host
Click on “Hosts / Staff” in the navigation bar down the left of the dashboard. Next click on the “Add Host” in the top right of the screen and a form will appear. Fill in the form and finally click “Add Host” at the bottom
Add hosts with a CSV file
Click on “Hosts / Staff” in the navigation bar down the left of the dashboard. Next click on the “CSV upload” in the top right of the screen and a file input will appear. Download a CSV template file by clicking on the link “Click here to download a blank template” Once you have entered your hosts details
Enable / Disable SMS notifications
Click on “SMS Settings” in the navigation bar down the left of the dashboard. You will be presented with options to change the country code for this location and also to enable or disable the notifications. Once you have checked or unchecked the SMS notifications option make sure to press the “Update Changes” button in the
Customise input fields for sign in
Click on “Configure iPad” in the navigation bar down the left of the dashboard and then “Fields”. You will then be presented with a list of options to customise your sign in process. Anything marked with a green tick symbolises that the field has been enabled. Once you have finished changing the sign in process make
Enable / Disable Visitor pass emails
Click on “Configure iPad” in the navigation bar down the left of the dashboard and then “Email Settings”. Under the header “Visitor email settings” you have the option to enable or disable the pass being emailed to the visitor. Once you have finished changing this option make sure to press the “Update Changes” button in the top right of
Enable / Disable Host emails
Click on “Configure iPad” in the navigation bar down the left of the dashboard and then “Email Settings”. Under the header “Host / Staff email settings” you have the option to enable or disable the notification email being sent to the host. Once you have finished changing this option make sure to press the “Update Changes” button in the
Not receiving SMS
If you are not receiving SMS from the system there are a couple of things to check Click on “SMS Settings” in the navigation bar down the left of the dashboard. Under the header “Current SMS Balance” check that SMS notificationsare enabled. (Checkbox). Next is to check that your SMS balance has not reached zero. Also check that
What is a custom report?
A custom report is the ability to extract visitor information that meets your search criteria. If you leave a field blank or with the word “Any” selected then it will exclude that from the search. After running a custom report you will have the option to download your results in a csv
Add multiple email addresses for a host
You can add multiple email addresses to a host by updating their profile. Click on “Hosts / Staff” in the navigation bar down the left of the dashboard. Next search for the host Once you have found them click on the hosts name. Enter multiple email addresses in the Email field and make sure to seperate