This guide is intended for Essentials & Business plan customers.
Most offices are not only for employees. Clients, vendors, contractors and job applicants all pass through. Visitor management lets your team register guests ahead of time, notifies the host automatically when someone arrives and keeps a record of who has been on site. Guests can be added from the web dashboard, the mobile app or the Outlook add-in.
Set it up
- Turn it on for each office. Go to Manage > Offices, select the building, open the Features tab and toggle on visitor management. Repeat for each office that needs it.
- Create a list of different types of visits that best fits your office. This helps hosts prepare for upcoming visitors and provides office admins with accurate records.
- Set up an arrival display at the front entrance for check-ins.
- Decide who can invite guests to the office- everyone or only specific users, such as office admins and managers?
- Become familiar with the visitor log to keep track of who has been at your office and when. This is also where you can "Check guests out," or guests can check themselves out from the arrival display.
- Visitor management tools can also be accessed from the Robin mobile app. Log in and navigate to the Workplace tab to find the Visitors card, or select the top right icon to quickly add a new visit.
When you are ready for more
These are optional and can wait:
- Add custom registration forms to collect details you need ahead of a visit, like food preferences or allergies
- Require visitors to sign a legal document such as an NDA or waiver before they arrive
- Print visitor badges from the arrival display or the web dashboard
- Does your office allow drop-in visits? Enable the guest self-registration feature on the arrival display.
Ready to proceed
Once visitor management is toggled on and you have an arrival display at the door, your office is ready to receive guests.
Next: Invite your people