Visitor Management - Configuration
Considerations
- Visitor panel configuration
- Display layout
- Email messaging
- badge printing
- visitor types
- Terms and conditions
Visitor Panel Configuration
For any visitor information to be displayed on a display panel, the panel will need to be configured in the GoBright portal.
Creating the visitor environment
To create the visitor management environment The old GoBright portal needs to be accessed. From the new portal (white background) select the circles in the bottom right hand corner of the screen and select 'Switch to the old portal'.
From 'Settings' select 'Visitor registration'.
Select the blue plus sign to add a new visitor registration form
Fill out the form as required giving a profile name, language, location of the visitor display, data deletion period and sign-in fields.
The left hand margin will now display three options:
- Add a visitor type
- Add badge
- Add mail template
The configuration can now begin.
Visitor type
There are many setting when creating the visitor type. The scale of complexity will be dependent on selections made. We have outlined some of the core areas of the solution.
Give the visitor type a name, enable and if required allow for pre-registration. Leave the core fields ticked as per the default. Name, email address and phone number.
Attention then turns to the host in the next set of fields. By enabling host selections opens a series of selection boxes. Useful selections would be to 'Notify host by push notification' or 'Notify host by email'. This menas the host will be notified when the visitor has signed intot he reception kiosk.
The next stage of configuration allows for a photograph to be taken assuming the solution allows and also set the confirmation text once sign-in is completed
Continuing with signing in if a badge printer is connected as part of the solution deployed then this can be activated to print a visitor badge. Finally terms and conditions can be relayed to the visitor.
When the visitor is due to leave the building then several option can be made available as part of the sign-out procedure.
Badge creation
From the left hand margin select add badge.
The badge design is a series of tick boxes that will probably require a small amount of time to get the required result regarding layout. Give the badge a name and select the size of badge required either credit card landscape (85.7 x 53.9) or credit card portrait (53.9 x 85.7) at this stage a background image can also be selected.
The badge fields offer a series of drop down menus:
Type: Text, Photo, QR code
Depending on the selection in the first type box will then impact on the second 'Type' box.
Photo
QR code
Mail template
From the left hand margin select 'Add mail template'.
The option screen will now be available to populate. Give the template a name and an email address if required. A subject can also be added at this stage.
The complexity of the Mail template is your choice. By selecting 'Add item' allows additions to be made to the base template.
Adding new text allows for a message to be conveyed.
Adding an image allows for a logo to be added to the email
Adding QR code allows a QR code to be added to the email a visitor will receive allowing them to check-in with out the need for typing on the screen. This does require a camera on the reception panel that will allow the QR code to be scanned.
Your Email template is now complete.
