Customize visitors' badges with our NEW Badge Builder form feature!

Customize your visitors' badges for each of your check-in buttons.

Note: 

  • You'll need to be logged into your web portal as a Global or location admin.
  • You can only customize the badge builder form for custom check-in buttons ONLY.

 

Follow these basic steps.

Step 1:

Log into your web portal

 

Step 2:

Click on "App Settings" and then "Check-in Options"

 

Step 3:

Edit the Check-in button you want to customize visitors' badges 

 

Step 4:

In the "Workflows" section, click on "New (beta)" and click on Create Workflow


Screen Shot 2021-12-13 at 4.52.21 PM

Step 5:

Select "Print Badge" for your first block and drag it to the pane.

 

 

Step 6:

Click on "Create new badge"

 

Step 7:

Name your badge builder. Next, drop and drag the information you want to be displayed on the badge from the Toolbox section (Example: Visitors image, first and last name, etc.) 

Step 8:

Design how you want the badges to look. Move the items anywhere you like (two of the same if you want). You can also make any of the items large or small.

Step 9:

Click on "Save".

Ready to create your Custom Workflow?

  • Click here to review our knowledge base article on How to Set up a fully customized Workflow.
  • Click here to to review our knowledge base article on How to Set up a basic Workflow


Follow the steps below if you already have a Workflow created and want to customize new badges.

Step 1:

Click on "App Settings" and then "Check-in Options".

 

Step 2:

Edit the Check-in button you want to customize visitors' badges.

 

Step 3:

In the "Workflows" section, click on "New (beta)" and click on Edit Workflow

 

Step 4:

Select the "Print Badge" block and drag it to the pane. Place the block in the order of how you want the visitor's check-in process to go. 

Example:

**If you already have the Print Badge block in the pane, click on "Create new Badge"

Step 5:

Name your badge builder. Next, drop and drag the information you want to be displayed on the badge from the Toolbox section (Example: Visitors image, first and last name, etc.) 

Step 6:

Design how you want the badges to look. Move the items anywhere you like (Example: Two of the same if you want). You can also make any of the items large or small.

Step 7:

Click on "Save".

Ready to create your Custom Workflow?

  • Click here to review our knowledge base article on How to Set up a fully customized Workflow.
  • Click here to to review our knowledge base article on How to Set up a basic Workflow


If you need to edit the badge builder, click on the Pencil icon.

 

Once edited you can Delete the badge builder and start. Click on "Delete" and you're done.