Dashboard

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

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, Reports PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Set the correct time zone for your location to ensure all visitor logs and reports reflect accurate local times. STEPS 1. Go to Location Settings in the left sidebar (you may need to select a specific location

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. 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. Click on the

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME2 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. 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 (usually found

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard. 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. Locate the

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. 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 use the search

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. 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 Colours sub-tab. 4.

REQUIRED ACCESSAdmin DIFFICULTYEasy ESTIMATED TIME1 minute APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. 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 the General tab. 3.