Sign In App Documentation

The Today screen is a live view of all your site's sign ins. As people sign in, they automatically pop into the view. You do not need to refresh the page. Their name and sign in time is displayed.

Select site

If you have Sign In App installed over multiple sites, it's important to make sure you are always viewing the correct site when using the online portal. On the Today screen, the site name appears on the dropdown on the left side of the screen - e.g. Head Office in the example below.

If you have multiple sites and are not on the correct one, click the site name to switch between sites. From here you can also view your remote site and any events.

Visitor groups

Each visitor group is displayed above the list with a total showing the number of visitors signed in on this site. Clicking one will show the people signed in and out for that group. For more information about groups, click here.

Click on a visitor to see more information (including any additional custom fields you have set). When you select a visitor, you will also see the option to manually sign them out from the site. If the visitor photo feature is enabled, each visitor's photo will be displayed. You can also view safety check status and protect records.

Protect records

You may have sign in records that shouldn’t be deleted in line with the group’s data retention settings. You can protect these records so they’re kept permanently until they’re changed to unprotected. Select the record you need and then click the padlock button to protect this sign in record.

Safety check status

On the Today screen, a green icon will appear next to records that have passed your site safety check. Clicking into a record will show you the time/date the certificate was issued and which portal user created the certificate. You can read about setting up safety check here.

Filters

The Today screen will show currently signed IN visitors by default. You can use the filter dropdown to change the information visible.

• Signed in (Default) - Shows all standard or repeat visitors who are currently signed in.
• Signed out (Default if sign out first enabled) - Shows all standard or repeat visitors who are currently signed out.
• Rejected sign in - Shows sign in records that have been rejected. Click here to read more about rejected sign ins.
• Pre-registered (Standard visitor groups) - Shows all approved pre-registrations.
• Pending pre-registered (Standard visitor groups) - Shows all pre-registrations waiting for approval.

Additional options

Manage

If you are looking at repeat visitors (i.e. staff) the Manage option will appear. This will allow you to view and add new repeat visitors to this group. You can also access the manage section from the Manage option in the top menu.

Sign in

Manually sign a person in directly from the today view.

Pre-register

If you are expecting visitors or VIPs on a specific date, pre-register them from the today view. Select this option, choose what type of visitor they are, provide their name, any custom data, date of visit and time of arrival (optional). When the guest signs in their name will automatically be populated for a streamlined sign in experience.

To automatically send the visitor an email invitation, tick the Send email invitation option when pre-registering. A new field will appear allowing you to enter their email address. Once you click Pre-register, the email will be sent.

Sign in a pre-registration

To sign in a pre-registration from the online management portal, select Pre-registered from the drop down menu and then click the pre-registration you’d like to sign in. This will pop-up a window with the option to Sign in visitor, click this and the data from the pre-registration will populate the sign in fields. Click Sign in to complete the sign in of the pre-registration.

Sign out all

Selecting this option will sign out all visitors currently signed into the site.