Onboarding Form
Getting Started - System Setup
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Getting Started - System Setup
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Basic Information
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Check-In Steps
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Visitor Types
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Video Builder
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Supplied Videos
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Visitor Agreements
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Employee List
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Messaging
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Brand Customization
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Completion
Basic Information
A typical check in consists of multiple steps:
- Determining what type of visitor has arrived
- Collecting that visitors information
- Serving them with any information they need in order to be there
- Having them sign any documents needed to be on premises
- Notifying who they are there to see
Please allow us to gather the pertinent information to get your kiosk setup prior to an onboarding meeting where our team will ask the more granular questions in order to make sure your setup is perfect!
Visitor Types
What are the different types of visitors(visitor types) that frequent your facility?
We have pre-checked the ones we see most commonly with our client base, please check the boxes for all that apply to your facility, if there are some types of visitors not listed, please include them in the fields below the checkboxes.
A visitor type is an identifier for a check-in process. For example, contractors may need to be shown safety videos, deliveries might require someone notified, or walk-ins prompted to fill out a form.
Set up a visitor type for each different check-in processes you want to use.
Video Builder
Transmission offers custom built orientation videos. Select the clips you wish to use, in the order desired, and we will provide a video matching the generated timeline. If you wish to upload your own video, you may do so later.
This will be for the video shown to your most frequent type of visitor, it will be used as a baseline and discussed in your onboarding call as to what modifications are needed for each visitor type as we know different information is required for different types of visitors
Options
Timeline
Total Video Length:
0:00
Supplied Videos
Visitor Agreements
Employee List
In order to populate your employees in the system, we require a list following a standardized format. You may also indicate who needs admin access. Please attach a CSV or XLSX file following the format below.
Alternatively, Transmission integrates with Microsoft Active Directory. If you use Active Directory, you can skip this step. Instructions on setting up the Active Directory integration can be found here.
Upload File
Messaging
Brand Customization
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