Greetly Visitor Management System Quick Start Guide. All in one document.
Welcome to Greetly!
Let's get started.
Important note:
Greetly does NOT sell hardware.
Devices:
Greetly works with:
- Apple iPads (iOS). To use Greetly's latest features, we recommend using, Apple iPad Air 3rd Generation or newer or an Apple iPad Pro (iPadOS 16.3 or later).
- Most Android tablets. Greetly will also function with some Android tablets (Android 12.0 and up). If you want to know whether a specific model works, please email success@greetly.com with the manufacturer and model number.
- Thermal Scanner. Greetly offers thermal temperature scanning. This feature works with Olea kiosks. Ask your Greetly Account Manager to connect you with Olea for a quote.
Kiosk Hardware:
The only other required check-in app hardware is a mount to make sure your tablet is secure and highly visible to visitors. Your selection will depend on your lobby area, available space, and cost. Standard options include:
- Desktop stand
- Floorstand kiosk
- Wall mount
All options are readily available for every iOS and many popular Android tablets. If you need assistance in selecting the right hardware for your reception area, please contact us or click here to be directed to Heckler Design's website.
Visitor Badge Printer (Optional):
Not only can Greetly capture visitor photos, but it can also print visitor badges. If you implement this option, Greetly is compatible with the Brother QL-820NWB printer and with DK-1202 labels. IMPORTANT: The sample labels shipped with the Brother printer are DK-2205. The printer will not respond unless the correct labels are used.
How to Print badges from the device over Bluetooth (Recommended):
Do you need help setting up your Brother QL-820NWB printer and connecting it to Bluetooth? Let's unpack the printer and do the Initial Configuration. This will take about 4 minutes. Click here to read more.
Configure Your iPad to Optimally Run Greetly:
If you want to use your Apple iPad tablet for a singular purpose -- to create a great reception experience for your space -- that means limiting people from using other apps like Safari, Maps, or the Camera. Click here to read more.
How to Give the Greetly App Permission to Access the Camera on your iPhone/iPad:
With this option, you can manage a single app’s permissions on the Settings app. Click here to read more.
Keep your iPad from going dark/sleeping when running Greetly:
Greetly recommends always running your visitor registration app in kiosk mode. Click here to read more.
Do the Visitor Input Fields Appear Too Light?:
Are you not seeing the visitor entry field names on your iPad while running Greetly's visitor management system? Is the text too light? Click here to read more on how to adjust your settings.
Configure Your Android Tablet to Optimally Run Greetly:
If you want to use your Android tablet for a singular purpose -- to create a great reception experience for your space -- that means limiting people from using other apps like Maps or the Camera, etc. Click here to read more.
Setting Up Your Greetly Account:
Setting up Greetly is a piece of cake. Even though Greetly's visitor registration app is highly configurable, no technical skills are required. Click here for a quick tutorial. If you ever need assistance, please contact us.
Make Sure You Are Running the Latest Greetly app version. Your device should also be updated:
You'll want to make sure you are running our newer "Greetly Digital Receptionist" app. You can download it from the iOS or Android app store.
How to Locate Your 5-Digit Pin for Your Device :
For better security, when you log into Greetly Touchless Receptionist from your device, you will be asked for a 5-digit PIN instead of a username and password. Please click here to read our knowledge base article on how to find your 5-digit PIN.
Upload Your Employee Directory:
You probably can't wait to get started automating the reception tasks for your office.
Click here to read our knowledge base article on how to upload your employees to the directory.
Click here to read our knowledge base article on how to add employees/users manually.
Click here to see how to Integrate Greetly with 1000+ Apps on Zapier
Click here to see a list of knowledge base articles on Integrations
How to Select Notifications for Bulk Uploads?:
Now, you want to make sure you select the notification types you want to be enabled for the imported users. Click here to read more.
How Do I Customize Notifications Preferences for a Single Employee?:
It's not uncommon for individual employees to have different notification preferences, which is why we created our notifications to be customizable. Click here to read more.
How Do I Customize the Visuals in Greetly to Look Like My Brand?:
A modern office like yours has a carefully curated visitor experience. Everything a visitor (and employee!) sees is designed to create excitement around your brand and mission. Click here to read more.
How Do I Add My Own Header Theme Image and Logo?:
In this article, we show you the steps to adding your own theme header image that showcases your company, products, workspace or anything else you choose. Click here to read more.
How Do I Customize the Check-In Options and Workflows to Perfectly Fit my Reception Needs?:
Our clients love how many customization options we pack into Greetly, yet how easy it is to setup the exact workflows our clients need. Click here to read more.
How Do I Add a Custom Visitor Check-in Button?:
The ability to customize the visitor management experience for your workspace is one of many things Greetly can offer. Click here to read more.
Check Out Our New Customized Workflow Feature!:
Make limitless, exceptional workflows for every visitor type to accommodate your business processes. Give your visitors a different experience based on their reason for checking in to your establishment. This permits you to pose visitors questions that matter, in an extremely easy-to-understand format. Click here to read our knowledge base articles on Customized WorkFlows. Also, check out our Video Tutorials.
How Do I Customize a Notification Message?:
You can customize notification messages within each module. Let's use the "Visit Employee" button as an example. Click here to read more.
How Do I Turn on/off Visitor Photo Capture?:
Fortunately, with Greetly, capturing photos or IDs of your visitors is easy as 1-2-3! Click here to read more.
Automatically Check All Visitors Out at the End With Our Advanced Checkout Feature:
It will take just a few seconds to utilize this check-in app automation. Click here to read more.
Use the Returning Visitor Feature:
Please follow the steps below on how to use the "Returning Visitor" Feature. Click here to read more.
How do I Preregister Visitors to My Workplace?:
Let Greetly preregister the guest for you. Click here to read more.
Upload Your Own NDA Agreement:
Follow these easy steps to upload your own customized NDA agreement. Click here to read more.
How to Use eSignature for your Visitor Check-In App:
In plain English, when a person agrees to accept what you have presented to them they can show their agreement by checking a box, typing their name, inserting an image or even inserting a recording stating their agreement. Click here to read more.
How Do I View, Download My Digital Visitor Logbook and Access the Visitors' Signed NDAs?:
Need to know who was in your space, when, and why? Greetly keeps a digital visitor logbook of everyone who checks into your workspace using your visitor management system. Click here to read more. Also, you can see an example of how to create your own Coronavirus Questionnaire by clicking here.
Use Greetly’s No-Touch Visitor Check-in Feature:
Visitors check themselves in on their own smartphone -- they don't need to touch any shared kiosk or tablet computer. Click here to read more.
How to Create Your Qr Code for Preregister Visitors to Scan for No Touch Check-in:
Here are 5 easy steps on how to create your QR code for your visitors. Click here to read more.
How to Create Your QR Code So You Can Print It Out for Your Visitors to Scan From Their Phone:
Do you want to print out your QR code for your visitors to scan? Click here to read more.
How to Reload or Log Out of the Greetly App:
Did you make a change in the web admin and want to see the update right away on the app? Click here to read more.
Looking for More?
Visit our Help Center by clicking here.
Do you still need help? Click the orange chat icon at the bottom right of the page (on the web portal). Or email us at success@greetly.com Let us know your issue or question(s) and we will be happy to assist you. Our client support agents are standing by to assist you.