Host Guide to VisitorOS

Purpose:

The aim of this guide is to educate hosts on what they will be able to see when they are logged in to the iLobby portal, as well as the functions they can perform within VisitorOS 

 

Who:

This guide is intended for hosts who are new to the iLobby VisitorOS portal and want to learn more!

 

Additional Resources:

In addition to this guide, iLobby offers training sessions once a week for hosts. If you wish to attend this session, register here at your convenience:

VisitorOS Training for Hosts

 

Logging in to the iLobby Portal

  • If you have been added as a Host by an Administrator, you should have received a link to your email that will prompt you to create a new password for your iLobby account.
  • Once you have created your new password, you can login to the iLobby portal: Login – iLobby (goilobby.com)
  • If you have NOT received an email with the link to rest your password, you will need to:
  1. Navigate to the iLobby homepage (linked above)
  2. Select Help me Login!                                                                                                                                                                                                                                                                                            Screenshot 2024-05-29 162210.jpg 
  3. Enter your email address and select Send me Instructions                                                                                                                                                                                                                                 Screenshot 2024-05-29 162505.png     
  4. Follow the instructions sent to your email to login to the iLobby portal 

 

 

Navigating to VisitorOS in iLobby

  • Once you are successfully logged into the iLobby portal, you will be directed to FacilityOS
  • To access VisitorOS, click on “Launch” under the VisitorOS module

Screenshot 2024-05-29 162734.jpg

 

 

 

Functionality in VisitorOS

A) The Dashboard

This is where you’ll be able to see:

  • Signed in Visitors
  • Pending Sign-Ins
  • Upcoming events (ex. Scheduled visitor) *This will be blank for now if you are new to iLobby

Screenshot 2024-05-29 162936.png

 

On the dashboard, you will be able to:

  • Search by visitor
  • Filter the dashboard to display by: Site, Visitor and Host

Screenshot 2024-05-29 163034.jpg

  • Invite Visitor: Click on the blue “Invite Visitor” button -> Input relevant visitor information

Screenshot 2024-05-29 163414.png

 

B) Visitors Tab

From the dashboard, click on the Visitors tab. This is where you’ll be able to see all visitors signed in under you, the host. Examples of the information that will be displayed in this tab:

  • Visitor Name
  • Photo of the visitor (if your kiosk was configured accordingly)
  • Host the visitor is signed in under (Your name)
  • Time the visitor signed in / out
  • Visitors phone number / email address (if applicable)

In the Visitors tab, you can:

  • Search for a specific visitor
  • Filter by specific date field (ex. Visitor Type, Visitor Name, etc.)

Screenshot 2024-05-29 163034.jpg

Screenshot 2024-05-29 163611.png

  

C) Events Tab

From the dashboard, click on the Events tab. This is where you will be able to create new meetings for visitors. To create a new event:

  • Select “New”
  • Select either of the two options:
  1. New Event: Used when you need to create a new type of event for a future meeting (ensure all information is filled out – event name, location, etc)
  2. Invite for a Meeting: Used when you are inviting one individual for a meeting (ensure all relevant information is filled out)

 

Screenshot 2024-05-29 163718.jpg

 

In the Events tab, you can:

  • Search for a specific Event
  • Filter by specific date field (ex. Event Name, Start Date, etc.)

Screenshot 2024-05-29 163034.jpgScreenshot 2024-05-29 163829.png

 

D) Settings Menu

As a host, the two settings you will be able to access are “My Profile” and “Knowledge Base”

 

Screenshot 2024-05-29 164028.jpg

 

My Profile – In this section, you will be able to:

  • Set your preferred language (Ex. English)
  • Set up Dual Factor Authentication (Switch this on if preferred)
  • Personalize your Datetime format (Ex. English (United States))
  • Change your password

Knowledge Base – If you click on this option, you will be redirected to our Help Centre with various different articles you can refer to. The general link to our Help Centre is:

iLobby Help Center

 

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