Resources and answers from the Envoy team

Search results for:visitor sign in fields

About sign-in fields

Learn how to customize the sign in flow to fit your companies needs… If you have multiple visitor types, you can configure different sign-in fields based on the Visitor type… You’re also welcome to leave any custom fields blank and let the visitor fill them in when they sign

Sign-in Flows

Set up sign-in flows that capture visitor information like name, contact details, and more… Go to Visitors > Settings > Sign-in flow > Sign-in fields Note: If you have multiple sign-in fields… Sign-in fields During this step, your visitors will fill out the sign-in fields you’ve set up

Manage how you retain Employee/Visitor responses

Learn how to retain specific sign-in questions for Employees & Visitors… are automatically saved You can still toggle the sign in flow options on the visitor log, however… Navigate to Vistiors > Settings > Sign-in flow Click Edit on the desired visitor type Click

Visitor Types

We know that not all offices have the same requirements or policies when it comes to visitor management, so Visitors is fully flexible… per visitor type: Sign-in fields: Customize which fields appear Legal documents: Enable… The visitor types feature allows you to create multiple, custom sign-in flows based on Visitor types

Returning Visitors

Learn how to customize what Envoy remembers when a Visitor signs in… flow > Edit on the Visitor type you want to set this up on > Sign-in fields Click on "Field options… in your sign-in flow

Create smart workflows with rules

Go to Visitors > Settings > Sign-in flow > Sign-in fields… Go to Visitors > Settings > Sign-in flow > Sign-in fields… Go to Visitors > Settings > Sign-in flow > Sign-in fields

Badge settings

Custom fields: Display up to three responses the visitor provided in your sign-in fields… Or visitor name, host, and Visitor type? Want to include sign-in time?… the approved sign-in process

Set up checklist for Connect Tenants

walk-in check-in Creating visitor invites Creating group invites Checking in visitors… to your suite Pair your iPad Add your logo Customize the sign-in fields Configure… employees to the directory Assigning Admin roles to your employees Enable Notifications for visitor

Fallback notifications

Learn about how to alert someone if there is no host for someones visit… Here’s why: If you’re using host notifications, your sign-in fields will include the host field… If it is not required, a visitor can sign in without selecting a host

Editing and deleting visitor entries

Once a visitor has signed in, their entry can be edited or deleted as needed… This may come in handy if a visitor makes a typo while signing in on the iPad, or they did not sign out… To edit sign-in fields (like name, email, etc), simply click on the text or dropdown fields and edit