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How to configure the new visitor web selfregistration


This guide is for IT administrators or receptionist who do the initial setup, to ensure the Pronestor Visitor selfregistration is configured to your preferences.

Table of content

 

 

Requirements

  • Administrator rights for the Pronestor Planner solution
  • Pronestor Visitor selfregistration beta version enabled
  • A browser

 

How to open Visitor selfregistration

  • Go to your Pronestor Planner 
  • Click "Administration"
  • Click "Visitor"

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The first time you open it, it won't have any locations. It will look like this:

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How to create a new location in Pronestor Visitor selfregistration

  • Press the button "New Visitor location"

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  • Enter a name of the location.

In this example I will call it Location1 to match an existing location in the Planner database. The names don't have to match.

  • Press "Save".

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You get a view like this. Here you can configure the selfregistration.

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How to change the location

The "Location" field auto selects a location from your Pronestor Planner site. Here is how to change it to "Location1" which I had already created in the Pronestor Planner site.

Please remember to save your changes when you're done configuring.

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How to change the language

Pronestor Visitor Selfregistration supports 2 languages for the machine. In this guide we will set the Primary language to English and the Secondary language to Danish.

The Primary language is the language on the welcome screen. Guests get the option to choose the Secondary language during the check-in process.

Please remember to save your changes when you're done configuring.

You can change the languages here.

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How to change the BadgeDesign

Pronestor Visitor comes with 4 possible badge designs to choose from.

Please remember to save your changes when you're done configuring.

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How to change the screens timeout intervals

The screen timeout is how long the screen will wait without input before going back to the start screen. It is in seconds.

You can update it with the up and down arrows, or by typing a different number in the field.

Please remember to save your changes when you're done configuring.  

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How to change the registration options

The visitor can register with their name, a QR code or a check-in code.

Name input: let visitor sign in with name, company, phone – and then choose name of host
QR Code: let visitor sign in via received QR Code (requires visitors to be invited to a meeting via Planner)
Check-in code: let visitor sign in via received Quick code (requires visitors to be invited to a meeting via Planner)

You can choose to enable the options in different combinations. In this example "Name input" is enabled, "QR code" is disabled and "Check-in code" gets enabled.

Please remember to save your changes when you're done configuring.

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How to enable and configure SMS notifications

SMS notifications sends an SMS to the host when their visitor checks in. You can enable them here. Don't forget to configure the SMS notifications.

Please remember to save your changes when you're done configuring.

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How to configure SMS notifications

  • Go to "Visitor SMS Settings".

These settings are for the entire solution, and not just one location.
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How to check your SMS credits

SMS Token is your Pronestor Visitor license and supplied by Pronestor. If the field is empty, please contact Helpdesk@pronestor.com

You can check that it works and what your SMS credit is by pressing the "Validate SMS Token" button.

Please remember to save your changes when you're done configuring.

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Warning:  suppress_email_notification in the appuser database has to be 0 and not null for the user to receive sms notifications. This can be done with the sql script
update appuser set suppress_email_notification = 0 where suppress_email_notification is NULL

 

How to change the SMS notification sender

Please remember to save your changes when you're done configuring.

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How to update the SMS Text Pronestor Visitor sends

You can edit the text sent here. You can see how it looks for the receiver in real time underneath.

Please remember to save your changes when you're done configuring.

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How to enable and edit the NDA screen

Pronestor Visitor can give the visitors a NDA that they have to accept to complete the registration. If they say no to the NDA they are asked to visit the reception.

Please remember to save your changes when you're done configuring.

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How to enable and edit the GDPR NDA

Pronestor Visitor can give the visitors a GDPR NDA that they have to accept to complete the registration. If they say no to the NDA they are asked to visit the reception.

Please remember to save your changes when you're done configuring.

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How to change the welcome screen

You can choose your own welcome screen for Pronestor Visitor.

  1. Click "Change Image"
  2. Click "Browse"
  3. Find your picture in the File explorer
  4. Click "open"
  5. Click "Upload Image"
  6. Click the dropdown menu
  7. Click your image
  8. Click "Save"

Please remember to save your changes when you're done configuring.

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How to change to the alternative layout

Pronestor Visitor has a standard layout and an alternative layout.

Standard layout:

Alternative layout:

Please remember to save your changes when you're done configuring.

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How to enable onscreen keyboard

Please remember to save your changes when you're done configuring.

 

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 Don't forget to save when you're done

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