Custom Fields Module – Libresoft VisitorBook Help

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Libresoft VisitorBook Help

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New to VisitorBook? Get Started!

Get your hardware sorted
Log in to VisitorBook Admin Portal
Get to know the VisitorBook Dashboard
Add your organisation logo and name
Set up VisitorBook on a terminal
Set up a label printer on Wi-Fi
Add a label printer to VisitorBook
Link printer to VisitorBook terminal
Add visitor types
Set alerts
Set agreements
Get to know the VisitorBook app
Evacuation overview
UPDATE COMING SOON! Events overview
Student Sign-Ins module overview (add-on)
Arbor Integration overview (optional module) – NEW!
Visitor Timelines overview (optional module)
Custom Fields module overview
Asset management module overview (optional module)

New and Featured!

COMING SOON! Adjust sign-in fields for visitors – more options
UPDATE COMING SOON! Events overview
COMING SOON! Welcome/farewell emails – overview
COMING SOON! Host Notifications – overview

Emergency Evacuation

Evacuation overview
Evacuation on staff terminal
Evacuation on the Admin Portal

Visitor Sign In and Sign Out

New visitor sign in
Visitor with QR code
Sign Person in on the Admin Portal
Sign students in or out on the Admin Portal – NEW!
Arbor Integration – Set up Name Search for students
Adjust QR codes for individual people
How do registered visitors sign in for events?
Sign out visitors
Set up Name Search Sign Out
Set up Auto Sign Out
Why are setting changes not showing on the VisitorBook app?

FAQs

Why did I receive an email from VisitorBook?
Does Libresoft VisitorBook have an app?
What is a terminal?
What is a staff terminal?
What label printer do I need?
Does Libresoft VisitorBook supply printer labels?
Why add visitor types?
How do registered visitors sign in for events?
Why are setting changes not showing on the VisitorBook app?
Can I export visitor QR codes from the system?

Manage Visitors

COMING SOON! Adjust sign-in fields for visitors – more options
Sign students in or out on the Admin Portal – NEW!
Why add visitor types?
Add visitor types
Edit or delete visitor types
Set up Name Search Sign Out
Arbor Integration – Set up Name Search for students
Sign Person in on the Admin Portal
Adjust QR codes for individual people
Generate people QR codes from Admin Portal
Can I export visitor QR codes from the system?
Visitor Timelines overview (optional module)
View and edit visitors for an event – UPDATE COMING SOON!
Set alerts
Set agreements
Sign out visitors

Terminals

What is a terminal?
What is a staff terminal?
Set up VisitorBook on a terminal
Link printer to VisitorBook terminal
View terminals
Manage terminals

Label Printers

What label printer do I need?
Does Libresoft VisitorBook supply printer labels?
Set up a label printer on Wi-Fi
Add a label printer to VisitorBook
Link printer to VisitorBook terminal

System Settings

Add an administrator
Add your organisation logo and name
Set up Auto Sign Out
What is a terminal?
View terminals
Manage terminals

User Settings

Add visitor types
Adjust QR codes for individual people
Set alerts
Set agreements
Add an administrator
Custom Fields module overview
Why are setting changes not showing on the VisitorBook app?

Events

UPDATE COMING SOON! Events overview
Add an event – UPDATED!
View and edit visitors for an event – UPDATE COMING SOON!
COMING SOON! Activate event notifications
Customise an event email – COMING SOON!
Send an event email – COMING SOON!
How do registered visitors sign in for events?
UPDATE COMING SOON! Cancel an event
UPDATE COMING SOON! Send a cancellation notification
View cancelled events

Student Sign-Ins Module

Student Sign-Ins module overview (add-on)
Arbor Integration overview (optional module) – NEW!
Sign students in or out on the Admin Portal – NEW!
Arbor Integration – Set up Name Search for students

Arbor Integration Module

Arbor Integration overview (optional module) – NEW!
Activate the Arbor sync – NEW!
Arbor Integration – Set up Name Search for students

Custom Fields Module

Activate the Custom Fields module
Add custom fields
Assign custom fields to visitor types
Add custom fields to labels
Custom Fields module overview

Asset Management Module

Asset management module overview (optional module)

Visitor Timelines Module

Visitor Timelines overview (optional module)
Activate the Visitor Timelines module
Create a visitor timeline
Assign a timeline to a visitor type
Track visitor progress on timelines
Edit a visitor timeline
Tie in timelines with asset loans

Notifications

COMING SOON! Welcome/farewell emails – overview
COMING SOON! Welcome/farewell emails – set up email templates
COMING SOON! Welcome/farewell emails – assign to visitor types
Troubleshoot welcome/farewell emails
COMING SOON! Host Notifications – overview
COMING SOON! Host Notifications – set up host groups
COMING SOON! Host groups – view and edit host groups
COMING SOON! Assign host groups to visitor types

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Custom Fields Module

Custom Fields Module

Activate the Custom Fields module
Add custom fields
Assign custom fields to visitor types
Add custom fields to labels
Custom Fields module overview

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