Dashboard

REQUIRED ACCESS Admin DIFFICULTY Basic ESTIMATED TIME 2 minutes APPLIES TO MODULES Dashboard PREREQUISITES • You are logged in to the VisitUs dashboard. SUMMARY Export a list of all current hosts/employees, including their personal QR codes for quick sign-in. STEPS 1. Go to Hosts / Employees in the sidebar. 2. To export everyone: - Look for the Download icons near the top right of the

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME3 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard.• You have a video file (MP4 recommended). SUMMARY Show a video, such as a safety briefing or company intro, to visitors during the sign-in process. STEPS 1. Go to Sign-in Types. 2. Click on the sign-in type you

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard.• You have the URL of the webpage you wish to link to. SUMMARY Add a link to an external webpage, such as a privacy policy, that visitors can view during the sign-in process. STEPS 1. Go to Sign-in

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Remove hosts or employees from the system, either individually or in bulk. STEPS 1. Go to Hosts / Employees in the sidebar. 2. To delete specific hosts: - Tick the checkbox next to the host(s) you want to remove. -

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, Visitor Management PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Customize the emails sent to visitors when you pre-register them, including the welcome message and instructions. STEPS 1. Go to Configure System -> Sign-in Types. 2. Select Visitor (or other type). 3. Click on the Notifications tab. 4.

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, Visitor Management PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY How to add custom questions or entry fields to your visitor sign-in flow. STEPS 1. Go to Sign-in Types in the left navigation sidebar. 2. Select the sign-in type you wish to customise (e.g., Visitor). 3. Locate the Sign-In Fields

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, Account PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Admin users can invite new users to access the VisitUs dashboard. STEPS 1. Go to Account in the bottom left of the sidebar. 2. Select the User Accounts tab at the top. 3. Click the Add User button. 4. In the "Add

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Generate a report based on specific criteria (date, host, visitor type) and export it to a CSV file for analysis. STEPS 1. Go to Reporting in the sidebar. 2. Click on Custom Report (or Export Data if labeled

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY View your current subscription status, active modules, and their expiry dates. STEPS 1. Go to Account in the bottom-left sidebar. 2. Ensure you are on the Modules tab (default view). 3. Scroll down to the Modules (activated or

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESiPad App, Web Dashboard PREREQUISITES• You are logged in to the VisitUs dashboard. 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 a specific location