Flows
Settings → Flows (Admin / Owner). Same sections appear under Overrides for Enterprise targets.
Phases
| Phase | Examples |
|---|---|
| Before visit | Invite email, visit reminder |
| Check-in | Email, name + company, host, picture, visit type, agreement, message, additional details, ID verification, notify guest, Done |
| After visit | Checkout reminder, post-checkout message |
Optional check-in steps
- Visit type: walk-ins pick from your visitor types list on the kiosk. Pre-invited guests keep the type on the invite.
- ID verification: not a guest screen. After check-in, Reception (or the host) confirms ID in Overview / Visits (Verify ID) or from the email link. Badge print and host arrival wait until verified. The kiosk shows a short pending screen (warning icon, not the green Done check), then returns to idle like Done.
Building steps
- Open a phase.
- Add or reorder steps.
- Configure each step (copy, attachments, channels, includes).
- Save the Flows tab.
Step options
- Guest email includes: QR, visit details, location address, location phone, maps link, hours for visit days
- Markdown bodies and PDF attachments
- Picture required vs optional
- Agreement checkbox vs signature
- Checkout reminder timing relative to departure / auto-checkout