Visitors
Everything you need to create a great visitor sign in experience.
138 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.
- 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.
- Automatic approval for adminsLearn how to manage automatic approval permissions for your organization.
- 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 block list.
- 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.
- Sign-in Flow Examples by Visitor TypeExplore common visitor types and how you can use Envoy to collect the correct data through sign-in flows, keeping your workplace secure and welcoming.
- 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 Documents in Envoy VisitorsLearn how to prompt guests to electronically sign or upload a document when they visit your workplace.
- 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 Visitors for AdminsLearn 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 Block list 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.
- Visitors setup guide for Martyn's Law (UK)Learn how to configure Envoy Visitors to meet your duties under the Terrorism (Protection of Premises) Act 2025, keep accurate onsite records, and respond effectively in an emergency.
- 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
Approval workflows
Learn how to create complex approval requirements to keep your workplace safe and in compliance.
- About Approval WorkflowsLearn how to use conditional workflows, alongside blocklist screening, to support complex entry requirements.
- Enable walk-up visitors for Approval workflowsAllow walk-up visitors to sign in through the same secure policy as invited visitors
- Custom admin roles for Approval workflowsLearn how to delegate access to Approval workflows by creating a custom admin role.
- Creating a Policy: Fields, Conditions, and Approval stepsLearn the basics of creating an Approval Workflows Policy to keep your workplace secure.
- 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 Approval workflows policy.
- Building, Publishing, and Using Your Policy for Approval workflowsAfter 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 Approval workflowsLearn how to complete your approval step, collect data, and invite visitors with approval workflows.
- Pre-registration for Approval workflowsCollect information directly from visitors before they arrive by adding visitor fields to your policy.
- Decision tables for Approval workflowsLearn how to use Decision tables for complex entry workflows.
- Migrating sign-in flows to PoliciesConvert existing visitor sign-in flows and approval rules into a Policy to be used with Approval workflows.
- Using Visual Compliance in a PolicyLearn how to integrate Visual Compliance screening into your approval workflows.