Customise and share agreements for visitors to view when they arrive.
Features of agreements #
- Agreements are shown to visitors when they sign in.
- Visitors can be shown more than one agreement. They will all appear on one page.
- Agreements can be tailored to different types of visitors.
Important: Agreements are only shown to visitors during the process of signing in. They will not be displayed at any other times.
Add new agreement #
To add a new agreement:
- Log into your VisitorBook Admin Portal.
- Go to User Settings > Agreements. The system opens up the Add Agreements page.
- Click the Add Agreement button. The system opens up the Add Agreement popup.
- Type in the Name of the agreement – as you type the slug field will auto-populate.
- Icon – This field is used behind the scenes. Ignore!
- Type the message Text. Keep it brief and to the point!
- Click the Add button. The agreement appears in the list.
Important: Only the agreement text is shown to visitors. They will not see the agreement heading.
Set which visitor types see agreement #
Now set which visitor type will see the agreement when they sign in.
- If you’d like the agreement to show for a particular visitor type, toggle on the visitor type.
- If you’d like the agreement to be hidden from a particular visitor type, toggle it off.
Learn more: Add a Visitor Type
Restart VisitorBook app #
The app needs to be re-started for the new agreement to correctly display. On the sign-in terminal, close the app down and re-open it.
Important: You’ll need to take this step for all terminals connected to your VisitorBook system.
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