Knowledge Base

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:

1. Navigate to Settings in your dashboard.
2. Select the Locations tab.
3. Locate the field you wish to turn off.
4. Set the corresponding option to “No” to disable it.

Once updated, the selected field will no longer appear during the sign-in process.

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 as a company-wide setting to ensure they are displayed to visitors at all locations. Additionally, you can extend these notices at a Location level, allowing for location-specific safety requirements to be added.

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

1. Navigate to Settings: From your admin dashboard, click on Settings.
2. Open the General Tab: Select the General tab to access branding options.
3. Upload Your Logo: Under the Logo section, click Choose Image and upload your desired image file.

> Tip: This change applies globally. To customise the logo for a specific location, go to the Locations menu, select the desired location, and update the logo within that location’s settings.

Logo Guidelines

For the best visual results across devices and print formats, we recommend:

• A high-quality logo with a resolution suitable for scaling.
• Minimum dimension: 500 pixels on the shortest side.
• Maximum dimension: 1500 pixels on the longest side.

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 message for a specific location:

1. Go to the Locations menu from your admin dashboard.
2. Select the location where you want the message to appear.
3. Scroll down to the Pre Sign-In section.
4. Enable the Show Pre Sign-In Message? toggle by selecting Yes.
5. Enter your message in the field provided.

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:

1. Go to Staff in the admin dashboard.
2. Click the plus (+) icon in the top-right corner.
3. Enter the staff member’s contact details and select their associated location.
4. Go down to Notifications and enable email and/or SMS alerts for sign-in and/or sign-out events.

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 days, etc.). Entries older than the selected timeframe will be permanently removed, helping ensure compliance with privacy policies and data retention requirements.