Hello and welcome to The Receptionist! 👋
Below we'll point you towards articles, videos, and step-by-step documentation detailing how to implement The Receptionist. Questions as you go? Chat us in minutes via the orange icon at the bottom right of your screen, or email firstname.lastname@example.org.
Configuring your account:
Receptionist in a Box is your all-in-one hardware solution if you don’t have one already.
Create an account (with a 14-day free trial.)
Tour the Web Portal so you can customize The Receptionist to fit your needs.
Determine user roles for the Web-Portal to ensure members of your team have the appropriate level of view or edit access.
Import a CSV file to specify contacts in your organization who should receive notifications when visitors arrive or add them one at a time.
Optionally, set up an API call with your Active Directory/employee database.
Upload contact photos for visitors to see.
Assign backup rules in case the primary contact is unavailable when a visitor arrives.
HOME AND BUTTON SET UP
Customize the home screen that invites your visitors to check in.
Add up to 6 buttons accommodating the types of visitors that come through your doors.
Add or edit visitor fields to collect the right details for each visitor type.
Enable Contactless Check-In to allow visitors to check in to your facility without physically touching the iPad.
Screen visitors for symptoms of COVID-19.
Configure your badge layout if badge printing is part of your check-in process.
ADD A LEGAL AGREEMENT (OPTIONAL)
Export your signed agreements as PDFs when needed.
SET UP ADDITIONAL LOCATIONS (OPTIONAL)
Add locations to create a unified visitor experience across each of your physical address subscriptions.
RETURNING VISITORS AND PRE-REGISTRATION (OPTIONAL)
Configure The Receptionist to remember returning visitors and expedite their repeat check-ins.
Enable visitor pre-registration to store visitor info ahead of their arrival. Visitors will be recognized by their email address or a QR code (from a pre-registration email or badge from a previous visit).
Set up Zapier webhooks to send information about your visits out to additional tools that you use.
Getting your iPad set up on your network:
iPAD SET UP
Connect your iPad to your WiFi network. (If you experience difficulties, reference our Network Troubleshooting Guide or work directly with your IT team.)
Set up an Apple ID if you don’t already have one.
ADD A PRINTER (OPTIONAL)