When a visitor signs in using Visitors, they’ll go through your customized sign-in flow. The sign-in flow is more than just collecting a visitor’s name and sign-in time. It can include multiple different steps that allow you to collect the detailed visitor information you need.
How the sign-in flow works
The sign-in flow begins when your visitor taps the “Tap to sign in” button on your iPad’s welcome screen. After that, they’ll be guided through the series of steps that allow them to sign in. Depending on your Visitors plan, you can add different “steps” or features into your sign-in flow.
On the Basic and Standard plans, you can setup and customize a single sign-in flow. This means that all of your visitors will go through the same steps during the sign-in process.
However, on Premium and Enterprise plans, you can set up multiple visitor types. Each visitor type can have a separate sign-in flow. This way, you can customize the information you collect based on a guest’s Visitor type. Learn more about visitor types.
Benefits of the sign-in flow
The sign-in flow automatically guides visitors to the next step, so it’s easy to use.
It’s an all-in-one solution, so it can replace your logbook, camera, scanner, and more.
Steps of the sign-in flow
Below, read more about the different steps that can be added to the sign-in flow.
“Tap to sign in”
The “Tap to sign in” button appears on your iPad’s welcome screen. Visitors tap this button to start the sign-in flow.
Full name and QR code
Visitors are prompted to enter their full name first. The kiosk will automatically recognize the names of people who are expected to visit that day or have signed in on a previous visit. The kiosk will then fill in any information the visitor or their host has already provided, so they can sign in faster.
Available on Envoy Premium & Enterprise Plans
Visitors who register before their visit will receive a QR code that they can scan on your kiosk to sign in. To scan their code, visitors will tap on the round button below the “Full name” field. To sign, they will hold their QR code in view of the iPad’s camera.
Visitor type screen
Available on Envoy Premium & Enterprise Plans
If your location has multiple visitor types, the visitor will see a screen asking them what kind of visit they’re here for. This screen lists each of your visitor types, and the visitor will tap the one appropriate for their visit. Depending on the visitor type they select, they’ll proceed with that specific sign-in flow.
Tip: Remember, if you're on our Basic or Standard plan, your visitors will not see this step. All visitors will sign in using the same sign-in flow.
Sign-in fields
During this step, your visitors will fill out the sign-in fields you’ve set up. Common fields include email address and/or phone number, host, and company name. Learn more about sign-in fields.
Important note: If you set up a sign-in field, your visitor will automatically be approved unless you add a Rule to the Field.
Legal documents
Available on Envoy Standard, Premium & Enterprise Plans
This optional step allows you to collect a visitor’s signature on one or more legal documents, like a non-disclosure agreement (NDA), waiver, photo release, safety agreement, or video. If you choose to enable legal document signing, you can fully customize the settings to meet your needs. Learn more about legal document signing.
Visitor photo
Available on Envoy Premium & Enterprise Plans
This optional step allows you to capture a photo of your visitors using the iPad’s front-facing camera. Having visitor photos can help you identify your guest when you greet them in the lobby, and it can also provide an additional layer of security in the event of an emergency or evacuation. Learn more about visitor photos.
Final screen
This optional step allows you to show additional information to your visitor at the end of the sign-in flow. You can show text, an image, or a video. Learn more about the final screen.
Badge printing
Available on Envoy Standard, Premium & Enterprise Plans
Although the iPad portion of the sign-in flow ends with the final screen, badge printing is also considered part of the sign-in flow. If badge printing is enabled, the visitor’s badge will automatically print once they reach the final screen on the iPad. Learn more about badges.
FAQ
If you do not make your Field required and add a Rule within your Sign-in flows, then visitors will automatically be approved for their visit. Visitors can then bypass the registration because no true restrictions have been put in place and the visitor log will automatically show the Entry Status for your visitor as Approved instead of Pending.
For example, if you want to require a health check and potentially deny entry to visitors that are sick, you will need to not only add a required health check question as a field to your sign-in flow but you will also have to add a rule to that field to either deny entry or notify an admin, etc.
Read our articles to learn more about Rules, Fields or sign-in flows.