How to Tailor Your Sign-In Process to Different Visitors

Visitor Management & Tracking

sign-in process

Give your sign-in process a personal touch with these handy tips on tailoring sign-in for different types of visitors!

It’s important to make sure that all of your visitors, no matter who they are, feel like they’re getting a personal sign-in experience that specific to them and excludes any extraneous elements. 

So, let’s explore some of the ways in which you can tailor your sign-in process to give all of your visitors a personalised experience!

Visitors

There are a few things to keep in mind when it comes to tailoring your sign-in process for visitors, including:

  • Do they need any certifications or paperwork? If they do, ask them to confirm that they have these as part of the sign-in process.
  • Does your site have a particular set of terms and conditions that visitors must agree to before they’re allowed on the premises? If so, make a terms and conditions section part of your sign-in process and get visitors to agree to them before completing their sign-in.
  • Do they need a way to identify themselves to others on-site? A great way to do this is to pair your visitor sign-in system with a printer to print out a badge for your visitors which can include their name, photo, their host, where they’re allowed to go on-site, their certifications and more!

Want to make sure you’re giving your visitors the best first impression possible? Discover How to Create a Great Visitor Experience Strategy!

Contractors

The process of signing in a contractor can often be very similar to that of a visitor. There are, however, a couple of key differences to keep in mind:

  • It’s often vital for contractors to have not just the necessary certifications to be on-site, such as a DBS check, but also the necessary qualifications to complete the job they’re here to do. So, it’s important that your contractor sign-in process includes a section in which they can declare their qualifications.
  • Contract work often takes place over a short period of time, sometimes at regular intervals, such as monthly. This necessitates a time limit on their ability to sign into the premises. A great way to do this is to provide with a temporary permit that either expires after a certain period of time or only works on certain days of the week. 

Staff

When it comes to staff members, the sign-in process can vary depending on a couple of different factors:

  • If the staff member has had their profile created in advance of their first sign-in, they simply have to search for their name and sign in.
  • If they haven’t had their information pre-populated, they will have to enter their information themselves. If there is particular information that you need to capture about them, be sure to make those fields mandatory when you’re configuring your staff sign-in process
  • If you have already pre-populated your staff members’ information and have issued them with an RFID card or fob, all they have to do is pair it with your sign-in system and you’re good to go!

Custom visitor types

What if you get a large number of visitors to your premises who don’t fit into any of these categorisations? Perhaps your business has a large number of volunteers who need to sign in throughout the day or a school with governors who sign in every week. 

Whether you want to create a customised sign-in process for your distinct types of visitors or simply keep track of these visitors separately from your staff, visitors and contractors, you might need to create a customised sign-in process for these visitors. This allows you to tailor the sign-in experience to everyone who comes onto your premises so everyone feels catered to.

This is by no means an exhaustive list of everything you need to keep in mind when it comes to tailoring your sign-in process. If you want to discuss how you can give each of your visitors the best sign-in experience possible, drop us a line on 0191 341 0016