REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME2 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGConfigure Auto Sign-out SUMMARY Automatically sign out visitors, contractors, or employees after a set duration or at a specific time of day. STEPS 1. Go to Sign-in Types in the left sidebar. 2. Select the Visitor (or relevant)

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, Visitor Management PREREQUISITESYou are logged in to the VisitUs dashboard. STEPS HEADINGConfigure Auto Sign Out SUMMARY How to automatically sign out visitors, contractors, or staff after a set period or at a specific time. STEPS 1. Go to Sign-in Types in the left navigation sidebar. 2. Select the sign-in type you

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGConfigure Data Retention SUMMARY Configure the system to automatically delete old visitor sign-in records to comply with GDPR and data retention policies. STEPS 1. Go to Location Settings in the left sidebar (select a location if prompted). 2. Select

REQUIRED ACCESSAdmin, Host (with access to multiple locations) DIFFICULTYBasic ESTIMATED TIME10 seconds APPLIES TO MODULESDashboard PREREQUISITESYou have access to more than one location. STEPS HEADINGSwitching locations SUMMARY How to switch between different locations or sites in the VisitUs dashboard. STEPS 1. Look at the top left of the dashboard screen, next to the VisitUs logo. 2. Click on the Location

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGEdit Host Name SUMMARY Edit the first name or surname of an existing host or employee. STEPS 1. Go to Hosts / Employees in the sidebar. 2. Locate the host you wish to edit in the list. - You can

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGChange Pass Colour SUMMARY Customize the color of the digital visitor pass that visitors can save to their Apple Wallet. STEPS 1. Go to User Interface in the left sidebar. 2. Select the Branding tab. 3. Click on the

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGChange Primary Colour SUMMARY Customize the primary color of your VisitUs app to match your brand. STEPS 1. Go to User Interface in the left sidebar. 2. Select the Branding tab. 3. Click on the Colours sub-tab. 4.

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME2 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGCustomise Messages SUMMARY Customise the success messages visitors see after signing in or out. STEPS 1. Go to Sign-in Types in the left sidebar. 2. Select the Visitor (or relevant) sign-in type. 3. Click on Sign In/Out Options

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGUpdate Button Text SUMMARY Customise the text displayed on the main sign-in button (e.g., change "Visitor Sign In" to "Check In Here"). STEPS 1. Go to User Interface in the left sidebar. 2. Select the Display tab. 3.

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESiPad App, Web Dashboard PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGUpdate Company Name SUMMARY Update the company name that is displayed on the iPad, in emails, and on other visitor communications. STEPS 1. Go to Location Settings in the left sidebar (you may need to select