VisitorFlow
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Onboarding checklist

A printable leave-behind for your reception team. For the full narrative guide with screenshots, see the Getting started guide.

Step 1 — Sign up

  • Go to app.visitorflow.com/signup
  • Enter name, work email, and a password (12+ characters)
  • Verify email via the link sent to your inbox

Step 2 — Create your workspace

  • Enter workspace / company name
  • Select a plan (Starter, Professional, or Enterprise)
  • Choose your default kiosk locale

Step 3 — Add your first site

  • Give the site a name (e.g. "HQ" or "Monterrey DC")
  • Enter the address and select the correct timezone
  • Set operating hours (out-of-hours message shown outside this window)

Step 4 — Add at least one host

  • Go to Hosts → Add host (or import from Google / M365 / CSV)
  • Confirm the host email is correct — arrivals are notified here
  • Invite the host so they can set their notification preferences

Step 5 — Pair your first iPad

  • Option A: install VisitorFlow Kiosk from the App Store, tap "Pair"
  • Option B: open kiosk.visitorflow.com in Safari, add to Home Screen
  • In the dashboard: Settings → Kiosks → Pair new kiosk
  • Copy the 6-digit PIN (expires in 10 minutes)
  • Enter the PIN on the iPad — kiosk registers immediately

Step 6 — Send a test pre-registration

  • Go to Pre-registrations → New
  • Enter your own email as the visitor email
  • Select yourself as the host
  • Set expected arrival to ~5 minutes from now
  • Click "Send invitation" and check your inbox for the QR code

Step 7 — Verify check-in end-to-end

  • On the iPad, tap Visitor → I have a QR code
  • Scan the QR code from the invitation email
  • Confirm the welcome screen shows the visitor name
  • Verify the host receives an arrival notification
  • Confirm the visit appears in the dashboard live visitor list

Common gotchas

  • Kiosk does not appear after pairing: the 6-digit PIN expires in 10 minutes — generate a new one and retry.
  • Host did not receive a notification: check that the host email is correct and that email notifications are enabled in their profile. If using a custom sending domain, verify DNS records.
  • QR code not recognised: codes are single-use. Generate a new pre-registration if the visitor arrives outside the ±2 hour window or the code was already used.
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