Self-Serve Setup
Learn how to set up the self-serve kiosk for Visitor Management.
Visitor Management offers a Self-Serve workflow for students, staff, visitors and volunteers to check themselves into the building. See below for details on how to set up the Self-Serve kiosk 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
Self-Serve Settings
- Users can 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 # - This option is set by default and allows 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 - This option is set by default and allows staff to use the QR code generated from the mobile app to check in and out of the building.
- Staff ID # - This option is set by default and allows staff to use their staff ID # to search for their profile to check in and out of the building.
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Visitor
- QR code from mobile app - This option is set by default and allows 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 - This option is set by default and allows 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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Volunteer
- QR code from mobile app - This option is set by default and allows volunteers to use the QR code sent in the email for the event they registered for prior to their visit.
- Email Address - This option is set by default and allows 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
- Users can 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.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
Instructions After Check-in
- Users can enter instructions for visitors after they check in.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
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
- Users can enter instructions for visitors after they check out.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
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.