In order to access Gable's Visitor Management tool, you will firstly need to speak with your Customer Success Manager to manually turn it on.
Once this feature has been enabled, you can begin the set up process.
Please note: you must have a "Company HQ" i.e office set up in Gable already in order to be able to use this feature. If you are not actively using this feature, you do not need to upload a floorplan but it must be published- users will not be able to see HQs if you do not have this as a product add-on. Instructions on HQ setup.
Go to "Company Admin" in the dropdown in the top right hand corner next to your profile and navigate to "Settings".
2. Select "Visitor Management" from the dropdown.
3. Select the purple "+" to "Add a new visit form".
4. From the dropdown, choose which office/ "HQ" you wish to create a form for.
Note: You can select "All" and have the same form for all offices.
5. You can customize the form requirements based on the "Visit Type" or select "All".
6. Select which fields you would like to be "visible", and which are "required". Here you can also upload any legal documents such as an NDA.
Your Visitor Management form is setup.
7. Once created, you can "edit" or "delete" the form at any time.
Connecting an iPad or Tablet
To connect an iPad or Tablet to populate the form, click on "Connected HQs".
2. Next, click on this logo:
Then you will be prompted scan the QR code that populates with your iPad or tablet camera.
Visitors can complete this form upon arrival if they haven't pre-registered,
Pre-registration and inviting visitors
Navigate to "Dashboard and Reporting" and select "Company visits".
2. Then select "New invite"
3. Fill in the key information about the visitor and an email will be sent to that visitor to pre-register.
4. All visits can be tracked under "Company Visits" and the time frame is filterable in the top right hand corner.
Assigning a Receptionist to a HQ and Visitor Management
The individual you wish to be assigned as a receptionist, first needs to have access to Gable and a Gable account.
2. Go to the dropdown "Dashboard and Reporting" and select "Company Users"
3. Search for the relevant person, and change their "Role" to "Receptionist"
4. Navigate back to "Company Admin", "Settings" and "Visitor Management". Select "Connected HQs" and click on this logo:
5. Choose from the dropdown which individuals you would like to add as receptionists.
Badge Printing
Company admins & receptionists can trigger a manual badge printing for every checked visit, which has been checked in the last 24 hours.
You can set up a badge printing format, by going to Company Admin, Settings and "Visitor Management".
Select the three small dots on the right hand side of the chosen HQ/office. "Edit".
Scroll down to "Badge Display" and select the relevant sections. You can view an example under "Preview".
Note: You must have a HRIS integration to access this feature. The information that populates must include first name, last name and email address.
You must have an in-office printer with connected wifi. Ensure your computer or the receptionist computer is connected to the wifi and recognizes the connected printer.
Simply select the relevant visitor registered, select the three dots and choose "print".
