This feature allows you to ask "Yes" or "No" questions to your visitors before they arrive on site.
You can also use it with Smart Rules to politely decline their visit based on their answers, and protect your employees and other visitors.
The answers to these questions will become visible in the Dashboard as soon as the questionnaire is completed, allowing the visitor to digitally sign the agreement and receive a QR code for a touchless check-in.
This feature is only available in Beta at the moment. You can request access by filling out this request form.
As soon as your request is processed, a team member will contact you to assess your needs and activate the feature.
Setting up remote registration
The process to configure this feature is similar to our current Custom Screens feature. Once activated in your account, you will find it under Visits Settings.
Then you can simply click on "Pre-visit questions" to add a custom welcome message, and as many questions as needed with additional images or videos.
Add a welcome message
Under the message tab, you'll be able to enter a custom welcome message to your visitors that will display as soon as they click their unique link. Here, you can notifiy them of the upcoming questions and add any additional instructions.
Note: You can only add one message to the flow.
Under the Questions tab, your existing Custom Screens normally shown on the kiosk will be available here. You can remove or add questions from Settings - Configure kiosk - Custom screens. See details here.
Then you can click on the questions and place them in the desired order:
Use Rules to notify hosts of the responses that require review:
Please note that only questions meeting all the following conditions will be visible here:
1. Yes/No type
2. Not stored in the visitor profile
Add images and videos
To enhance your visitor experience and to highlight Health and Safety policies, you can also add images and videos.
Please note that you will need the video URL to add it to the flow, at the moment it is only possible add YouTube videos to the flow - you can store your videos privately so they are not exposed to the public. See details here.
Notifications to your visitors
After remote registration has been activated and your pre-visit questions have been set, your visitors will receive an email to instruct them to prepare for their visit. A reminder can also be sent.
Please inform the Customer Success team of your desired time frames. They will help you set up notifications. In general the reminder email is sent 24hrs. before the visit or at creation of the visit for last minute visitors.
Notifications to your hosts
If you have set up a rule to any of these questions and the flow indicates "No check-in," an email will be sent to the host to inform them accordingly.