Smarter Week

How to automate it

How to automate “check in visitors and let their host know”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, every day
50%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Let visitors sign themselves in on a tablet and notify their host

Envoy, Sign In App, Proxyclick and Greetly let hosts pre-register guests, print badges, collect NDAs, and message the host automatically when the guest arrives.

Typically saves about 50% of the time2 h to set up
  1. 1Set up a tablet at reception with Envoy, Sign In App, Proxyclick or Greetly.
  2. 2Connect it to your directory so it can message hosts in Teams, Slack or email.
  3. 3Ask employees to pre-register guests from Outlook or Google Calendar.
  4. 4Add NDA or safety sign-off if your site needs it.

Tools: Envoy · Sign In App · Proxyclick (Eptura) · Greetly

Quick wins

Have you tried…

Do visitors sign themselves in on a tablet that messages their host?
Visitor tools like Envoy or Sign In App let guests check in, print a badge and alert their host automatically. Hosts can pre-register guests from their calendar.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Receptionist / front desk

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Other common tasks for Receptionists / front desk staff