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BETA Employee App: iPhone

Employees can download our bonus mobile app to their iOS devices to view visit history and manage visitors.

Rain Hyneman avatar
Written by Rain Hyneman
Updated over 8 months ago

The Android Employee App is only available in Private Beta for our most curious customers. If you want to try it out, please contact the support team by selecting the orange chat button on the lower right!

Overview

Our employee app will allow you to give employees personal access to our system and provide the following functionality:

  • Notifications and interactions with visitors who are checking in

  • Review visitor history, conversations, and data, as well as scheduled visits

  • Manage their own check-in and check-out history

  • Receive push notifications in areas where SMS may not be available

  • Access to the Evacuation Log (account owners only)

Getting Started

  1. Your employee(s) must be added to our system as a User and be set up with the "account owner" role (our other roles will be supported in the future). This role will determine the employee's access level on the Employee App.

  2. Once a User has been created, an invitation email with a link will be sent to the email address provided, directing the person to set up a password for their account. The employee will need to perform this step to activate the User account.

  3. To tell our system what visits are associated with the User, you next need to edit a contact and set the "User" dropdown to point to the User you created in step 1.

  4. Because this application is in a closed beta, your employee(s) must install the Employee App using Apple's TestFlight application on their iPhone.

  5. With TestFlight installed on their device, your employee(s) should enroll in our beta program by visiting https://testflight.apple.com/join/QVLhWxr8 on their iPhone.

  6. Once enrolled, the employee should then see the "Receptionist for iPhone" listing and be able to install the application on their device.

  7. After the Employee App has been installed, the employee should be able to open the application and sign in using the credentials they created in Step 2.

Step 1: Setting up a new employee User

An image of the Editing User page of the web portal.

Step 2: Setting the "User" dropdown for a Contact

A gif showing the Editing Employee Contact page of the web portal. The User option is selected and the matching User is selected from the dropdown.

Functionality Overview

From the main screen, an Account Owner has the option to navigate between tabs to view all checked-in and scheduled visitors, view visitors who checked in to see them specifically (if they are also a Contact in your system), as well as view the evacuation list and mark people off. If you're utilizing our employee check-in feature, employees can check out on the go directly from their app instead of making an additional trip to the iPad.
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*If your users set up a user Employee, they will only be able to see visits where they were selected as the contact.*

Each visitor can be selected to view their details and be checked out (if they haven't already). The app can send notifications to an employee's mobile phone directly, where they can chat with the visitor if you have activated Two-Way Chat.

Have questions or want to chat through options? Click on that orange chat button in the lower right corner to livechat with a member of The Receptionist team!

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