Getting started with Greetly

Greetly's Quick Start Guide

Welcome to Greetly!

Let's get started.

Greetly virtual receptionist

Tablet Computer

Greetly works with:

  • Apple iPads (iOS). More specifically, Greetly will function perfectly with any Apple iPad 2 or newer. Apple has stopped supporting that device though, so using an Apple iPad Air or later model will ensure all future Greetly features function perfectly.
  • Most Android tablets. If you want to know whether a specific model works, please email success@greetly.com with the manufacturer and model number. 

Kiosk

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

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 iPad 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.

Prepare iPad For Use as Greetly Device

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.

Are the Fields to Input Information in Greetly to 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.

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. If you ever need assistance, please contact us

Make sure you are running Greetly's newer app 

You'll want to make sure you are running our newer "Greetly Touchless Receptionist" app. You can download it from the iOS or Android app store. 

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 for our knowledge base article about 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 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. Most 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.

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 ID's of your visitors is easy as 1-2-3! Click here to read more.

Want to automatically check all visitors out at the end of the day? Try our Advanced Checkout feature

It will take just a few seconds to utilize this check-in app automation. Click here to read more.

How to 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.

How to 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 NDA?

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 on how to create your own Coronavirus Questionnaire by clicking here.

How do I 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.

 

You can also review more knowledge base articles by clicking here

 

success.greetly.comhcarticle_attachments360033026174smiley-1Still help? Click the chat box or email us at success@greetly.com  Let us know your issue or question(s) and we will be happy to assist you. Operators are standing by to assist you.