This guide covers the three most common front desk situations: planning a visit in advance, signing in an expected visitor and signing in a walk-in visitor.
Plan a visit in advance
- Sign in to Systam Studio at app.systam.io.
- Select + Add visit at the top of the page, then Plan a visit.
- Check Select workspace and choose the Visit Type, for example Visitor or Driver.
- Under Visit starts, select the date and time.
- You can pick an estimated duration of 1h, 2h or 1d. Select Other to set your own end time under Visit ends. The duration is optional.
- Search for the visitor by first or last name in Visitor(s). If they're not found, select Add «name» as a new visitor and fill in their details. If the visitor has an email address, they can receive arrival instructions in advance.
- Select the Host: the person the visitor is coming to meet.
- If you like, add a title and details under Add visit title and details.
- Select Save visit.
The visit appears in Visitor flow with the status Expected.
Sign in an expected visitor
- Open Visitor flow. Today's visits are shown by default.
- Find the visitor in the list, or type their name in Search by name.
- Select the three dots at the end of the visit row (Actions).
- Select Sign in.
From the same menu you can also print a badge (Print badge) or let the host know the visitor has arrived (Notify host).
Walk-in visitor
- Select + Add visit, then Sign in visit.
- Check the workspace and choose the visit type.
- Search for the visitor by name, or add them as a new visitor.
- Select the host.
- Select Sign visitor in.
For a larger group, both forms have Import visitors. You can get the template from Download .xlsx template.
That's it. You now know how to handle visits at the front desk from start to finish.
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