Quick Start

About Greetly

• Video: What is Greetly?
• What is Greetly?

Getting Started

• Video: Getting Started with Greetly
• Greetly Quick Links
• Finding Your 5-Digit PIN to Pair Your Device

Logging into Greetly

• Creating Your Password
• Logging into Your Greetly Account Using Office 365

Setup

• Video: Customizing Your App Settings
• Customizing Check-in and Notification Settings
• Enabling Notifications for Other Users
• Setting Up Greetly Notifications in Microsoft Teams
• Testing Your Check-in Buttons in your Web Admin Account
• Accessing the Hidden Menu in Digital Receptionist
• Informing Employees About Greetly
• Informing Visitors About Greetly

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Managing Users

• Adding Users to Greetly
• Deleting Users from Greetly
• Understanding Greetly User Roles and Permissions
• Changing User Roles in Greetly
• Integrating Greetly with Azure Active Directory

Workflows

• Understanding Workflow Blocks
• Setting Up a New (beta) Workflow for Check-In
• Deleting a New (beta) Workflow

Badges and Badge Printing

• Setting Up Badge Printing Over Bluetooth
• Setting Up Badge Printing with an IP Address
• Customizing Visitor Badges With Badge Builder

Check-in and Check-out

• Video: Using Browse or Search Mode with Greetly
• Video: Setting up a Signature Requirement for Check-in
• Video: Using the Visitor Log
• Video: Preregistering Your Visitors
• Preregistering Your Visitors
• Creating a QR Code for Visitors
• Enabling No-Touch Check-in
• Checking Out All Visitors at One Time
• Downloading the Visitor Log
• Enabling the eSignature Feature for Check-In
• Using the Visitor Log

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Security Features

• Video: Creating a Watchlist
• Setting Up a Visitor Watchlist
• Video: Enabling the Emergency Evacuation Message
• Setting Up the Emergency Evacuation Feature
• Reviewing the Emergency Evacuation Log
• Greetly's Data Security

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