This article describes how to set up visitor management for your office.

Worksphere’s visitor management feature allows you to track visitors without the need to set up hardware at your front desk. Visitors can simply scan a QR code to check in for their visit and, if you've set one up, fill out a health screening questionnaire. Hosts will receive an email notification when their guests arrive and complete their check in. 

To set up Visitor Management:

  1. Navigate to Settings page.
  2. Go to the Visitors tab. 
  3. In the dropdown, select the office location that you’d like to set up.
  4. Click ‘Download’ to download the unique QR code for that office location.
  5. Print the QR code and display it near your front desk for your visitors to scan for check in. For your convenience we have created this template
    • Download or make a copy of the template, 
    • Add in your unique QR code 
    • Modify any content such as adding your office name or logo
    • Display in any area where you would like visitors to be able to check in.

  6. Repeat steps 2-5 for each office location.

To enable health screening for Visitors

  1. In the Settings > Visitors tab, toggle the Screening Survey on.
  2. Click "Edit Survey" to edit the survey questions. Questions are Yes/No, Pass/Fail. 

Visitor and Host Experience

  1. When Visitors arrive, they can scan the QR code to check in for their visit. This will prompt them to enter the following details to check in: 
    • Full Name
    • Email
    • Phone Number
    • Organization
    • Date
    • Visit Purpose
    • Visit Duration 
    • Host Name

  2. If you have enabled the Screening Survey, visitors will be asked the screening questions. If they pass, they will move to Step 3. 

If your visitor fails the screening, they will be notified that they do not meet criteria for entry. 

3. Once they have checked in, the host is sent an email notifying them that their guest has checked in. 

Your Visitor Log

Global and Workplace Admins can access the visitor log under the Visitors tab in Worksphere. You can see your full list of visitors, and manually check in new visitors, and see any visitors that have failed their screening.