Self-Serve Setup
Learn how to set up the self-serve kiosk for Visitor Management.
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Visitor Management offers a Self-Serve workflow for students, staff, visitors and volunteers to check themselves into the building. Users have the ability to create unique Self-Serve Kiosks to their buildings' needs. See below for details on how to set up all needed Self-Serve kiosks for the building.
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Self Serve Setup tab
- Toggle on the Self-Serve Page option
- Add a School Logo to display on the Self-Serve page
- Note: Supported format JPEG, PNG. Maximum file size 1 MB. Please ensure that the image has the same height and width.
Self-Serve Kiosk Actions
Default Kiosk
The initial kiosk setting will display as “[School Building Name] (default)”. The name and any settings for this kiosk can be edited and saved as needed.
Add a New Kiosk
- Click on + Add Kiosk
- Enter a Kiosk Name
- Click the Save button
- Toggle on the needed personas - See the Self-Serve Settings tab in this article for more details.
- User can set the needed Check-in and Check-out instructions for each kiosk - See the Instructions After Check-in and Instructions After Check-in tabs in this article for more details
Edit a Kiosk Name
- Click on the Pencil icon
- Enter a new Kiosk Name
- Click the Save button
Disable/Enable a Kiosk
- Toggle the Enabled/Disabled option
- Note: A kiosk's settings will persist if disabled and then enabled.
Self-Serve Settings
- Toggle on the below personas to allow them to check in or check out via the Self-Serve kiosk:
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Student
- Barcode/RFID scanning - Users can set this option if students will use school IDs with a barcode or RFID to check in late or check-out early. Click here to learn how to set up Barcode/RFID scanning for students.
- Name or ID # - Users can set this option to allow students to use their name or student ID # to search for their profile to check in late or check-out early.
- Staff
- Barcode/RFID scanning - Users can set this option if staff will use school IDs with a barcode or RFID to check in and out of the building. Click here to learn how to set up Barcode/RFID scanning for staff.
- QR code from mobile app - Users can set this option to allow staff to use the QR code generated from the mobile app to check in and out of the building.
- Staff ID # - Users can set this option to allow staff to use their staff ID # to search for their profile to check in and out of the building.
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Scan driver's license - Users can set this option to allow staff to use their driver's license to check in and out of the building.
- Users can set the default ID scanning method between Camera and 2D Scanner. (Please note that 2D scanners are only compatible with US driver's licenses.)
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Visitor
- QR code from mobile app - Users can set this option to allow visitors to use the QR code generated from the mobile app to check in for a scheduled visit.
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Scan Government-issued ID - Users can set this option to allow for visitors to scan their government issued ID to check in and out for their visit.
- Users can set the default ID scanning method between Camera and 2D Scanner (Please note that 2D scanners are only compatible with US driver's licenses.)
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First Visit Options - Users can set this option to prevent visitors from checking in on Self-Serve for their first visit to the building.
- First-time visitors will be prompted to see the front desk and continue their check-in on the Staff-Assisted station.
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Guardian
- QR code from mobile app - Users can set this option to allow guardians to schedule student late check-ins/early check-outs and scan the generated QR code at the Self-Serve kiosk.
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Scan Government-issued ID - Users can set this option to allow for guardians to scan their government issued ID to initiate a student late check-in/early check-out.
- Users can set the default ID scanning method between Camera and 2D Scanner (Please note that 2D scanners are only compatible with US driver's licenses.)
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Volunteer (Note: Can only be toggled on if Volunteer Management has been purchased)
- QR code from event registration - Users can set this option to allow volunteers to use the QR code sent in the email for the event they registered for prior to their visit.
- Email Address - Users can set this option to allow volunteers to enter the email address used to sign up as a volunteer to check in for an event in the building.
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Student
- Click Save to save all persona configurations
- Click Open Self-Serve Kiosk Link on the bottom of the page to open the Self-Serve page in another tab in the browser
- Click Copy Self-Serve Kiosk Link on the bottom of the page to copy the Self-Serve kiosk link for use in anther computer or browser.
Instructions After Check-in
- Enter instructions for Visitors after they check in.
- Click Save Instructions
Google Translate
Visitors whose first language is not English can choose their preferred language using Google Translate on any screen during the check-in process, including the Instructions after Check-in.
Instructions After Check-out
- Enter instructions for Visitors after they check out.
- Click Save Instructions
Google Translate
Visitors whose first language is not English can choose their preferred language using Google Translate on any screen during the check-out process, including the Instructions after Check-out.