Learning Objectives

By the end of this course, you'll be able to set up and manage your custom Visitors experience within Envoy.

  • Create custom sign-in flows for multiple types of visitors, complete with badges, legal documents, and more

  • Customize the look of your Envoy Visitors iPad kiosk and pair it to your account

  • Navigate the visitor and invite log to keep track your guests that are on site or due to arrive

  • Send host notifications to alert your employees to the arrival of their visitors

Course curriculum

    1. Welcome to Envoy Academy!

    2. Required hardware for Envoy Visitors

    1. Chapter 1 Introduction

    2. Creating sign-in flows

    3. Customizing your Visitor iPad kiosk

    4. Pairing your Visitors iPad Kiosk

    5. Quiz: Setting up your visitor experience

    1. Chapter 2 Introduction

    2. Creating an Invite from the web dashboard

    3. Creating an Invite from the Envoy Mobile App

    4. Setting up invite approvals

    5. Approving or denying an invite

    6. The differences between the Visitor log and Invites log

    7. Using the Visitor log

    8. Using the Invites log

    9. Quiz: Inviting and managing visitors

    1. Chapter 3 Introduction

    2. Setting up legal document signing

    3. Legal document storage: emailing legal documents

    4. Legal document storage: file sharing apps

    5. Visitor health documents

    6. Quiz: Legal documents

    1. Host notifications

    2. Fallback notifications

    3. Device Status notifications

    4. Quiz: Notifications

    1. Traditional print setup vs. Envoy print

    2. Setting up your printer

    3. Enabling Visitor badges

    4. Customizing Visitor badges

    5. Quiz: Badges and printers

About this course

  • Free
  • 36 lessons
  • Self-paced

Get the most out of Envoy

Learn how to set up and manage your Visitors experience