REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME3 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Automatically send a welcome email to visitors, contractors, or employees after they have successfully signed in. STEPS 1. Go to Sign-in Types in the left sidebar. 2. Select the Visitor (or relevant) sign-in type. 3. Click on

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME2 minutes APPLIES TO MODULESiPad App, Smartphone App PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Require visitors, contractors, or employees to share their GPS location when signing in via the mobile app or QR code scan to verify they are on-site. STEPS 1. Go to Sign-in Types in the left

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard.• You have an iPad with a camera (if using the iPad app). SUMMARY Capture a photo of the visitor during the sign-in process for security badges and identification. STEPS 1. Go to Sign-in Types. 2. Select the

REQUIRED ACCESSAdmin, Receptionist DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, Visitor Management PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Manually sign in a visitor from the dashboard. This is useful if a visitor forgets to sign in on the iPad or if you are managing entry from a reception desk. STEPS 1. Click the Sign In

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Generate and print a QR code that allows visitors and staff to sign in using their own smartphones. STEPS 1. Go to User Interface in the left sidebar. 2. Select the Device Connection tab (usually selected by default). 3.

REQUIRED ACCESSAdmin, Host DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, Visitor Management PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Send an invitation to a visitor before they arrive, allowing them to complete induction and sign-in details in advance. STEPS 1. Click the Pre-Register button in the Dashboard section at the top navigation bar. 2. The "Pre-register a

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESiPad App, Dashboard PREREQUISITES• You are logged in to the VisitUs dashboard.• Hosts have valid email addresses and mobile numbers in their profiles. SUMMARY Configure the system to automatically notify hosts via Email and SMS when their visitor arrives. STEPS 1. Enable Host Selection for Visitors: - Go to Sign-in

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, SMS PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Troubleshooting steps if you are not receiving SMS notifications from the system. STEPS 1. Go to Location Settings in the left navigation sidebar. 2. Click on the SMS tab. 3. Check Enable SMS notifications: * Ensure the toggle switch for

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME2 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Automatically mark visitor sign-ins as "Late" if they occur after a specified time of day. STEPS 1. Go to Sign-in Types in the left sidebar. 2. Select the Visitor (or relevant) sign-in type. 3. Click on Sign

REQUIRED ACCESS Admin DIFFICULTY Intermediate ESTIMATED TIME 5–10 minutes APPLIES TO MODULES Visitor, Contractor, Staff PREREQUISITES * You have Admin access to the dashboard. * At least one Sign-in Type is configured. SUMMARY Configure the system to flag visitors as "late" if they sign in after a specific time. This helps in tracking punctuality for interviews, contractors, or staff. STEPS 1. Log in to