Home Screen

The Home Screen is the first thing your visitors will see when they check in on your Receptionist kiosk, so you want to make sure that your home screen layout makes a great impression! Luckily, you can easily edit how that screen looks so that it matches your team's branding and style.

While the iPad GUI on the left gives you an idea of what your changes will look like, when making edits we encourage you to keep your iPad nearby so you can see how it looks in person (plus it’s fun to see it update as soon as you save!).

All changes will be made using the menu on the right:

• • Text: configure the message displayed on your Home Screen and the font type, size, and color. 
  • Logo: upload your logo as a .PNG or .JPG to be used on the home screen and at the top of the next screens throughout check-in. For best quality, use a transparent image that has a 4x3 aspect ratio. For example, an image that is 2000 pixels wide and 1500 pixels tall will fill the space on the iPad perfectly and scale properly to other parts of the application.
  • Start Button: configure the text and color that is used for the start button on the bottom. 
  • Background: customize what displays behind your text or logo on the iPad using a solid color, an array of pre-uploaded images, or even upload your own custom image! We recommend custom images to be 2048x2048 pixels (square images work the best both for portrait and landscape orientation).
    
    Custom backgrounds allow you to have full control over the iPad screen - including having your brand’s font or placing the logo/images exactly where you want them.
  • Layout & Contactless: you can choose from 7 different layouts to highlight the items that are most important to you, including removing the text/logo if you’re using a custom background. You can also lock the orientation between Portrait/Landscape, or leave it unlocked to adjust based on how the iPad is positioned.

We recommend playing around with these layouts once you've configured some of the other aspects of your home screen to see which one works best for your brand. You can also enable or disable Contactless Check-In from here.

Remember to hit Save once you’ve made your changes!

Button Setup

Once your visitors click the start button on the bottom of your Home Screen, they are brought to your Buttons. Buttons guide your visitor’s check-in experience. When you first create your account, we provide you with four default buttons to get started, but you’ll want to customize these to suit the types of visitors you typically receive.

You can have up to six active buttons displayed on the screen at once. Under Existing Buttons on the right menu, you’ll find toggles to easily activate or deactivate buttons, or delete them entirely.

When setting up your buttons, the key question to ask yourself is: What types of visitors do you usually have at your facility? You can keep it simple with just a basic Check-In and Check-Out button for all visitors, or you can get more specific. Some accounts use different buttons for Contractors, Interviews, Volunteers, or Clients, allowing them to gather tailored information, have these visitors sign different agreements, or print unique badge layouts based on the type of guest.

Let’s take a look at the different button types we offer, each designed for a specific purpose:

• • The Check In Button prompts visitors to select the Contact they are here to see. The Contact will receive a notification when the check-in is complete based on their Messaging Rules. If you don’t need anyone to be notified and just want to collect information, you can still use this button type and disable Contact Selection.
  • The Notification Button is a bit different. Rather than the visitor selecting their Contact, you as an admin decide which single or group of contacts will receive a notification every time that button is used. For example, if you decide to set up a button specifically for Interviews, you might use this button type so that your whole HR team is notified without prompting the visitor to select them.
  • The Delivery Button is a simplified Check-In button for delivery drivers, who are often on tight schedules. You can set specific carriers for them to select—like UPS, FedEx, or even custom ones like Food Delivery or Amazon.
  • The Employee Button is specifically for Contacts within your account to check themselves in and out, similar to a time clock. 
  • The Message Button simply displays a message without collecting any visitor information or checking anyone in. It’s great for displaying things like the Wi-Fi password or other important information while visitors wait.
  • The Check Out Button allows any checked in visitors check themselves out. Note that system defaults to checking out all visitors at 11:59pm if you have a Check Out button.

No matter which button types you use in your setup, our advice is always to write clear instructions and labels so that visitors know exactly what to do.

Let’s walk through the setup of a standard Check-In button, which is the most commonly used. You can edit a button by going to Existing Buttons and clicking Edit under actions. 

• • The first section allows you to customize the appearance of the button itself. You can give it a name, choose an icon or upload your own, and select a color that aligns with your branding.
  • This next section is where the visitor is prompted to select the Contact they are here to see. You can sort the Contacts in various ways—alphabetically, by job title, manually, or by who gets the most visitors. 
  • If you have frequent visitors and want to speed up their check-in process, you can enable Returning Visitors using this toggle on the left. Returning Visitors is a feature which allows the system to remember your visitor’s previous information based on their email address.
  • The Visitor Fields section is where you collect your visitor’s information. By default, we ask for their name, company, email, and phone number, but you can can remove or add questions based on what you need to know. 
  • By clicking +Add a Field, you can choose from various question types. For example, you can add a text box or multiple-choice question to ask about the reason for their visit, take a photo of the visitor or their ID, and more.
  • The lock symbol to the right of each field indicates whether a question is required or skippable. If Returning Visitors is enabled in your account, there’s also an option for Always Required, meaning that particular question will be asked every time, even if they’ve visited before.
  • To make your check-in process even quicker, suggested Email Domains will automatically appear as visitors begin typing their email address. This helps them complete the field faster by reducing the amount of typing required. You can have up to six Email Domains listed at a time. 
  • If you’re planning to use badge printing or need your visitors to sign off on any legal agreements, such as NDAs or safety protocols, you can add those here too.
  • The Thank You screen is the text that appears at the end of the check-in process. This is a great place to include helpful instructions like, “Please take a seat, and someone will be with you shortly,” “Feel free to grab a coffee while you wait,” or “Remember to check out when you leave.”

Before wrapping up our check in button, a few important settings at the bottom:

• • The two way chat feature allows your contact to communicate with their visitor directly through the iPad. For example, let’s say Amy just checked in to see Raven. Raven would receive a notification that Amy arrived and she could then respond to that notification saying, “Hey Amy, I’ll be right there.” That message would pop up on the iPad where Amy could respond, “Sounds good!” Keep in mind, this feature is only available on a Check-In button.
  • Checkout Reminders - this is a helpful tool to ensure you have an accurate list of everyone currently at your location. After a designated amount of time (hover and select Edit to update time), the system looks to see if a visitor is still checked in. If they are, an automated message will be sent to the visitor’s contact via email, Slack, or Teams to see if the visitor is still on site, and if not, the Contact can check that visitor out from that notification.
  • Private Contacts - this is an optional security layer. If you don’t want visitors ot be able to see a full list of all of your Contacts, Private Contacts makes it so visitors will have to start typing the name of the person they’re here to see before any results populate. The default character minimum to search is 5 letters, but this can be adjusted by our team on the backend. 
  • Audio Options - The iPad can provide verbal prompts after check-in. You can hover over each prompt to edit what it says. For example, the default message is “Thank you, your contact has been notified of your arrival,” but you can customize it to say whatever you prefer. Or, if the iPad is sitting next to a human, you can turn these off.

If you don’t want to use any of these features, simply tap the icon to disable it by graying it out.

And finally—don’t forget to hit Save!