👋 Overview
When a visitor arrives, they check in on your office's sign-in screen (for example, an iPad at the front desk). The whole process takes about a minute, and their host is notified automatically as soon as they finish.
The fields and documents a visitor sees depend on how your visitor forms are set up. See Creating Visitor Forms to customize them.
📍 Step 1 — Enter Email or Scan QR Code
The visitor lands on the Welcome to [Your Company] screen and can either:
Type their email address and tap Next, or
Scan the QR code to check in from their own phone
🧾 Step 2 — Fill Out the Registration Form
Next, the visitor completes the Registration form. A typical form includes:
Field | What the visitor does |
Name | Enters first and last name |
Host | Starts typing and picks their host from the list |
Visit reason | Picks a reason, such as Interview, Business meeting, Social visit, Vendor visit, or Employee visit |
Company | Types their company name |
Mobile number | Enters a valid phone number |
Photo | Takes or uploads a photo |
Legal documents | Reviews and signs any required documents |
💡 Which fields appear, and which are required, is controlled by your visitor form settings.
✍️ Step 3 — Sign Legal Documents
If your form includes legal documents (such as an NDA), tapping Legal documents opens the document for review.
The visitor reads the document
Signs in the signature box (tap Clear to start over)
Taps Done
A green checkmark appears next to Legal documents once everything is signed. If there are several documents, the counter at the bottom (e.g., 1 / 2) shows progress.
📸 Step 4 — Add a Photo
Tapping Photo lets the visitor take a picture or upload one. Once added, a small preview of the photo appears on the right side of the field.
✅ Step 5 — Submit
The visitor taps Submit. If anything is missing or invalid, the form highlights it in red so they can fix it before continuing — for example:
Invalid phone number
Please upload your photo
🎉 Step 6 — Welcome Screen
After submitting, the visitor sees a Welcome [Visitor Name]! screen confirming: "We've let [Host Name] know you're here."
Their host is notified automatically, and the check-in is recorded on the Company Visits page. If a badge printer is set up, a visitor badge prints as well (see Badge Printer Setup).
📽️ Video Walkthrough
📚 Related Articles
❓ Need Help?
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