Getting Started - System Setup

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Getting Started - System Setup

Basic Information

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Visitor Types

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Visitor Notifications

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Video Builder

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Required Files

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Employee List

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Visitor Agreements

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Brand Customization

|

Supplied Videos

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Completion

Basic Information

Name

Contact

Business Information

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Visitor Types

What is a visitor type?

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.

LobbyFox comes with 14 default visitor types, please select the ones you'd like to use or customize your own.

Recommended:

Additional Options:

Add Custom:

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Visitor Notifications

Please let us know who should receive relevant notifications. This can be individuals or entire departments. These can be further customized later with triggers such as quiz completions or agreement signatures.

example:

Sample information to set up a notification.

Note: Options appear only for the visitor types you have enabled.

Scheduled Appointment

Walk-in

Job Applicant

Contractor

Delivery

Food Delivery

Corporate

Family

Employee

Vendor

Customer

Inspection

Event

Service

Custom Visitor Type

Custom Visitor Type

Custom Visitor Type

Custom Visitor Type

Custom Visitor Type

Custom Visitor Type

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Video Builder

LobbyFox 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.

Options

Timeline

Total Video Length:

0:00

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Required Files

The next steps require files to be uploaded. We recommend you save your progress and acquire the following files before proceeding:

Employee List - In order to populate the system with your employees, we need a spreadsheet following a format that can be found on the next page. 

Visitor Agreements - Any visitor agreements you will need signed, such as safety waivers or NDAs. Our customers usually have a single, general visitor agreement.

Company Logo - Ideally a PNG with transparent background.

Videos (optional) - If you have videos you wish to show visitors, please upload them. You may choose the visitor types to see them after initial setup.

Alert: Progress on file uploads will not be saved. If you leave the page, files must be re-attached prior to completion.

Employee List

In order to populate your employees in the system, we require a list following a standardized format. Please attach a CSV or XLSX file following the format below.

Alternatively, LobbyFox 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.

Employee List Formatting Example

You may find templates available below.

Upload File

No File Found

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Visitor Agreements

Most LobbyFox customers use a generic visitor agreement for all guests. If you have one, please upload it below.

Upload File

No File Found

Some customers also request other agreements such as NDA's or Safety Waivers. If you have additional agreements, please attach them. You may select what visitor types they are relevant to after initial setup.

Upload Additional File(s)- You may use CTRL + Click to select multiple files.

No File Found

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Brand Customization

LobbyFox supports customizable branding. Please upload your logo and select brand colors. Ideally the logo is saved in a format supporting transparent background, such as a PNG or SVG.

Upload File

Select Brand Colors

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Supplied Videos

Please upload any additional videos you would like to show your guests. After initial setup you may choose the relevant visitor types for videos.

Upload File(s)- You may use CTRL + Click to select multiple files.

No File Found

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Almost Done!

Please verify you have completed the required steps. Once ready, please submit your information. Thank you for choosing LobbyFox.

Completion Status

Basic Information Information Missing

Visitor TypesNo Visitor Types

Visitor NotificationsNone Enabled

Video BuilderNo Timeline Found(optional)

Employee ListNot Attached

Visitor Agreements No files attached(optional)

Brand CustomizationInformation Missing

Supplied Videos No files attached (optional)

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