Alister Wood

REQUIRED ACCESS Admin DIFFICULTY Basic ESTIMATED TIME 2 minutes APPLIES TO MODULES Dashboard, Pre-registration PREREQUISITES You are logged in to the VisitUs dashboard. SUMMARY Automatically send an SMS reminder to visitors 24 hours before their scheduled arrival. STEPS 1. Go to Location Settings in the left navigation sidebar. 2. Click on the Pre-registration tab. 3. Select the Booking tab (this might be labeled Options or

REQUIRED ACCESSAdmin, Host, Receptionist DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, Visitor Management PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Manually sign out a visitor, contractor, or staff member from the dashboard if they forget to sign out themselves. STEPS 1. Locate the Signed-In list on the main dashboard (or go to visitors > Signed-In). 2. Find

REQUIRED ACCESS Admin DIFFICULTY Intermediate ESTIMATED TIME 5 minutes APPLIES TO MODULES User Interface, iPad App PREREQUISITES * iPad running the latest VisitUs Reception app. * Compatible sign-in types enabled for mobile entry. SUMMARY Allow visitors and staff to sign in contactless using their own mobile device by scanning a QR code displayed on the iPad kiosk. STEPS 1. Log in to the dashboard

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, iPad PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Customize the success messages displayed on the iPad after a visitor signs in or out. STEPS 1. Go to Configure System -> Sign-in Types. 2. Select the sign-in type you wish to edit (e.g., Visitor). 3. Click on

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESUser Interface, Mobile PREREQUISITES* Admin access to the dashboard.* iPad kiosk is linked and online. SUMMARY Allow visitors and contractors to sign in remotely using their personal mobile devices, either via a link or by scanning a QR code on the iPad. STEPS 1. Log in to the dashboard and

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5–10 minutes APPLIES TO MODULESSecurity, User Interface, Compliance PREREQUISITES* Admin access.* Valid mobile numbers for staff / security. SUMMARY Configure automated alerts to security personnel when specific events occur, such as a VIP arrival, or persons of interest. STEPS 1. Assistance / Panic Alerts: * Navigate to User Interface > Display > Custom

REQUIRED ACCESS Admin DIFFICULTY Intermediate ESTIMATED TIME 5-10 minutes APPLIES TO MODULES Integrations, Notifications, Microsoft PREREQUISITES * Admin access to VisitUs. * Admin access to your Microsoft Teams tenant (to approve the app). SUMMARY Receive instant host notifications via Microsoft Teams when a visitor signs in. This serves as an alternative or backup to email and SMS notifications. STEPS 1. Log in to the

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESDashboard, Printing, iPad PREREQUISITES• You are logged in to the VisitUs dashboard.• The QL-820NWB printer is connected to the same network as the iPad.• You know the printer's IP address. SUMMARY Configure the QL-820NWB printer in the dashboard to enable badge printing for visitors. STEPS 1. Go to Location Settings

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, Email PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Schedule automated email reports to receive a summary of visitor activity on a daily or weekly basis. STEPS 1. Go to Reporting in the sidebar. 2. Click on Automated Reports. 3. Choose the report frequency you wish

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Configure the primary language shown on the iPad app for visitors who haven't selected a different language. STEPS 1. Go to User Interface in the left sidebar. 2. Select the Language tab. 3. Set Default: - Locate the