Add an additional Site

A Site is a seperate geographic locality while a Location is typically an entry/exit point within that Site.

Most accounts will have one Site with a single or multiple Locations. However if you have for example, multiple offices in different suburbs/cities, then a multi Site account may be appropriate. To add an additional Site to your account…

1. Go to your Admin Setup page (cog icon).

2. Select Site & Locations.

3. Select Add Site.

 

A sidebar will slide out where specifications of your new Site can be entered.

4. Name the additional Site eg: “Sunny Vale Campus.

5. Proceed to fill out address and contact details for your Site.

Ensure the Country and Country Time Zone fields are set correctly for this Site, so that the visitor sign in and sign out times on your Reports page are correct.

 

Scrolling down the page, next there is a series of five format-able text input fields (6) known as Text Elements.

It is not a requirement to fill out any or each… just the ones where you wish to communicate some information to your visitors as they complete the sign in process.. Any (or none) of these five Text Elements can be dragged and dropped into place as you build specific Forms for your various Visitor Types. To summarise the five Text Elements:

  • Entry Instructions: A short list of basic behaviours and expectations for the visitor.
  • Emergency Info: eg Evacuation procedures and assembly points.
  • Health and Safety Info: eg Health and Safety Induction for Contractors.
  • Wifi Info: The Wi-Fi network name and password details for use by visitors.
  • Conditions of Entry: More detailed and specific Terms and Conditions eg: Code of Conduct.

 

7. Additionally you may add image(s)  and PDF documents (8) to be included as part a visitor’s sign in process. These might show an evacuation map, an NDA document etc.

9. Name your default QR Code Location. This will be a point at which your visitors enter and leave your premises eg: your front reception desk. It is here that visitors will sign in and out by scanning a QR Code poster with their phones. Alternatively they may sign in and out at a Kiosk (tablet).

10. To complete this initial Site setup process, select Update.

 

11. Your new Site is now listed on the Sites & Locations page.

 

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