Visitors
Everything you need to create a great visitor sign in experience.
133 articles
- Introducing your team to Envoy VisitorsBefore you start signing in visitors, let your team know what changes to expect & how to make Envoy Visitors work with their workflow.
- How your team uses VisitorsEnvoy Visitors impacts more than just account administrators, it will improve the visitor sign-in process for your whole team.
- About Envoy VisitorsEnvoy Visitors is a digital visitor management system that’s changing how visitors sign-in at workplaces around the world.
- Global overviewLearn how to get a quick overview of all your locations, visitors, devices and more.
- Location overviewLearn more about how to get a collective view of your visitors across all the locations you manage.
- Activity logLearn how to stay up to date on the changes made to your account: see which settings changed, who changed them and when.
- Global Sign-in FlowsLearn about how to manage sign-in flows globally.
- Global Analytics for VisitorsView your visitor analytics within the Global overview.
- Global Invite logView invitations across all locations in Envoy's global invite log
- Global Visitor AssessmentsCreate global assessments to use across all locations at your company!
- Global Approvals QueueLearn how to manage invite and entry attempts across all of your locations.
- Using the visitor logLearn the different parts of the visitor log, how to use them, and how to customize them, including adding visitors to the blocklist.
- Visitor DirectoryLearn how to view and manage Visitors who enter your workplace.
- Visitor Entry History logLearn how to keep track of changes, including blocklist matches, by using the History log within a visitor's entry.
- Visitor profile matching rulesDefine the rules that Envoy uses to match a visitor's profile within your Visitors Directory.
- Returning VisitorsLearn how to customize what Envoy remembers when a Visitor signs in.
- Proof of vaccination & test result tracking for VisitorsLearn how to set up and review proof of vaccination and test results for visitors
- Visitor TypesLearn how to create custom sign-in flows for every type of visitor.
- Respondent settingsLearn how to hide specific sign-in fields from Visitors or Employees upon inviting and signing in.
- Visitor Sign-in FlowsSet up sign-in flows that capture visitor information like name, contact details, and more.
- About sign-in fieldsLearn how to customize the sign in flow to fit your companies needs.
- Sign-in flow RulesLearn how to set up automated workflows with response-dependent actions.
- Invite ApprovalsEnable invite approvals for single, recurring, bulk, and group invites.
- How to sign in visitorsLearn more about the multiple ways you can sign in visitors.
- Touchless sign-inLearn how to have Touchless sign-in with Envoy Mobile.
- Plus one sign-inEnvoy’s plus one sign-in feature allows one visitor to sign in with additional unspecified visitors.
- Touchless walk-insLearn how to have a touchless sign-in experience for your walk-up visitors.
- Offline modeIf iPads become disconnected from Wi-Fi, visitors can still sign in. Learn how the iPad operates offline in this article.
- Tips for using Visitors at eventsWhether or not you use Envoy Visitors at your front desk, it can be a great addition to events like meetups, small conferences & gatherings
- Static QR code displayLearn how to enable and use a static QR code or link for visitor sign-ins.
- How to sign out visitorsLearn about the benefits of using sign-out and the different ways you can sign out visitors.
- About Legal DocumentsLearn how to prompt visitors to electronically sign a legal document when they sign in.
- Setting up legal document signingThis article outlines setting up and configuring your legal documents, such as NDAs or safety waivers.
- Setting up legal document storageThis article outlines how to set up and configure the different ways you can store signed legal documents.
- Visitor AssessmentsLearn how to create compliance-ready assessments for your visitors to take.
- Pre-registration Document Uploads for VisitorsLearn how to collect documents from your visitors during pre-registration.
- Uploading Documents on Behalf of VisitorsLearn how to upload required documents to visitor records.
- Host notificationsLearn about host notifications and how to configure them for your team.
- Assistant notificationsThe assistants feature gives Envoy administrators the flexibility to specify who receives notifications for certain employees.
- Delivery contact notificationsSetting a delivery contact allows you to alert a designated employee in your directory every time a package is delivered.
- Fallback notificationsLearn about how to alert someone if there is no host for someones visit.
- iPad status alertsiPad status alerts notify your team when your device is offline. Learn about these notifications and how to customize them.
- Troubleshooting notification issuesIf visitors are completing the sign-in process on your iPad but you’re not receiving host notifications, you can quickly troubleshoot.
- Using Host Sign-Out RemindersLearn how to configure automatic sign-out reminders that prompt hosts to sign out their visitors after a set duration or at a specific time.
- About Registration with InvitesLearn how to improve your sign-in process with registration.
- Setting up registration with InvitesThis article outlines how to set up pre-registration.
- Group InvitesIf you’re expecting a large group of visitors, the group invites feature can help you easily manage your guests' details.
- Customizing the Invitation emailLearn about how to customize the Invitation Email to match your brand.
- How to register for your upcoming visitThis article will detail how your visitors can complete the registration process.
- Near visit registrationLearn about Near visit registration for invited guests, ensuring that any information answered during registration is up to date.
- Signing in with a QR code passHow to enable and use visitor QR code passes as an invited guest.
- Envoy add-in for Microsoft Outlook CalendarThis article outlines how to use the Envoy add-in for Outlook to invite guests in Envoy from a meeting in Outlook.
- Multi-location InvitesLearn how to send an invite for multiple locations, including how blocklist approvals work across locations.
- Multiple Hosts on invitesAdd additional hosts to invites to ensure a great visitor experience.
- Bulk InvitesInvite multiple visitors for multiple dates, all at once, with our bulk invites feature.
- Using the Invites logView and manage pre-registered guests by using the Invites log.
- About data securityLearn about Envoy's data security.
- Security in your workplaceLean how Envoy can help with security in your workplace.
- Block list for VisitorsSecure your workplace by using the Blocklist to prevent unwanted guests.
- Watch listThis article will help you learn about our watch list feature.
- ID CheckLearn how Envoy Visitors can help you keep track of which guests have had their IDs checked.
- ID ScanningLearn how to verify the validity of IDs to strengthen your security.
- Using Visitors for evacuationSince Visitors helps you keep track of who’s in the building, it can be a helpful resource in the event of emergency or evacuation.
- Facial Recognition for VisitorsMake sign-in even faster by using Envoy's Facial recognition feature at your Visitors kiosk.
- Walk-up Visitor ApprovalsStrengthen your visitor screening process by requiring authorization for unexpected visitors.
- Exporting visitor dataLearn how to export visitor and invite logs.
- Visitors Analytics DashboardUse the Visitors analytics dashboard to learn more about how your team and visitors use Envoy.
- Editing and deleting visitor entriesOnce a visitor has signed in, their entry can be edited or deleted as needed.
- Configure the Welcome emailLearn how to configure and customize the Welcome email that Envoy sends out to your guests after sign-in.
- About visitor emailsLearn more about managing the emails you send to visitors.
- Setting up the welcome guideThis article outlines how to create and customize your location’s welcome guide.
- Setting up the survey emailLearn how to set up your survey email and select administrators to receive a weekly email summary of the results.
- About the visitor sign-in kioskLearn how the basics of how the Visitors kiosk works with your location.
- Setting up the visitor sign-in kioskLearn how to set up an iPad to work as your visitor sign-in kiosk.
- Managing visitor sign-in kiosksLearn how to manage and monitor your iPads once they’re paired.
- Troubleshooting Visitors iPad statusHaving connection issues? Learn about a few common troubleshooting tips to ensure your iPad stays connected.
- Welcome screen set-upCustomize the Visitors kiosk welcome screen to create a great first impression.
- Neat Frame Visitor KioskCapture visitor sign-ins using your Neat Frame device.
Virtual Front Desk
Greet visitors and employees remotely on your Envoy Kiosk
Advanced Visitor Approvals [Beta]
Learn how to create complex approval workflows to keep your workplace in compliance.
- About Advanced Visitor ApprovalsLearn how to use conditional workflows, alongside blocklist screening, to support complex entry requirements.
- Enable walk-up visitors for Advanced ApprovalsAllow walk-up visitors to sign in through the same secure policy as invited visitors
- Custom admin roles for Advanced ApprovalsLearn how to delegate access to Advanced Approvals by creating a custom admin role.
- Creating a Policy: Fields, Conditions, and Approval stepsLearn the basics of creating an Advanced Approvals Policy to ensure the security of your workplace.
- Complex Policy steps: Concurrent approvals, Location overrides, and Risk intelLearn how to use advanced policy steps, including blocklist screening, to configure complex workflows in your Advanced Approvals Policy.
- Building, Publishing, and Using Your Policy for Advanced ApprovalsAfter creating your policy fields, learn how to build your policies and assign them to sign-in flows.
- Approving visits, Data Collection, and Invitation Experience for Advanced ApprovalsLearn how to complete your approval step, collect data, and invite visitors with advanced approvals.
- Pre-registration for Advanced ApprovalsCollect information directly from visitors before they arrive by adding visitor fields to your policy.