How do I set the timeframe for automatic deletion of visitor/staff entries?

July 16, 2025
To set how long visitor and staff entry records are kept before automatic deletion, log into the Visitor Sign-In dashboard, go to Settings, select the System tab at the top, then scroll to the Visitor / Staff Settings section. Under the Auto-Delete option, you can choose your preferred data retention period (e.g. 30 days, 90...

Enabling Selection of Staff by Visitors Upon Sign-in

June 20, 2025
Visitors can view and select staff members during sign-in, automatically notifying the selected staff member via SMS and/or email upon the visitors arrival. Staff visibility can be set for all locations or limited to a specific site. To add a staff member: Go to Staff in the admin dashboard. Click the plus (+) icon in...

Setting a Pre Sign-In Message

June 18, 2025
A well-crafted pre-sign-in message helps set the tone for your visitors, offering a warm welcome, providing important instructions, and reinforcing your commitment to safety, hospitality, or compliance. It ensures clarity before the sign-in process begins and can reduce confusion or delays at reception. How to Enable a Pre Sign-In Message To set up a custom...

Customising Your Branding with a Logo

June 18, 2025
Adding your logo to the Visitor Sign-In system is a simple way to enhance your organisation’s brand presence and ensure a cohesive visual identity across the sign-in experience and professional reports used internally. How to Add or Update Your Logo Navigate to Settings: From your admin dashboard, click on Settings. Open the General Tab: Select...

What are Safety Notices and Conditions?

June 17, 2025
Safety Notices and Conditions are important instructions, warnings, and requirements that visitors must be aware of when entering a site/location. These may include policies such as no smoking on-site, requirements for personal protective equipment (PPE), or other safety protocols specific to your organization and/or location. You can configure these notices in Settings under the Locations tab...

How to disable location sign-in fields?

June 17, 2025
If certain fields—such as phone number, name, email, or company—are not required for sign-ins at your locations, you can easily disable them in the settings. Follow these steps: Navigate to Settings in your dashboard. Select the Locations tab. Locate the field you wish to turn off. Set the corresponding option to “No” to disable it....