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    • Version 5.43 & Version 5.44 – May 2025
    • Version 5.41 & Version 5.42 – March 2025
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  • Digital signage
    • Intro to friendlyway Digital Signage
    • Content Creation
      • Creating a ScreenFlow
      • Building a Playlist
      • Composing a ShowBoard
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    • Map Editing for Wayfinding
    • Content Publishing
    • Content Delivery to Devices
      • Creating a Schedule
      • Publishing a Schedule
      • Assigning and Playing Priority Content
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  • Visitor Management
    • Intro to friendlyway Visitor Management
    • Creating a Visit and Adding Visitors
      • Creating Hosts
      • Creating Locations
      • Creating Visitors
      • Uploading Visitors from File
    • Registration and Check-In Process
      • 1. Sending Invitations
      • 2. Online Registration
      • 3. Document Scanning
      • 4. Visitor Approval
      • 5a. Check-In at a Kiosk
      • 5b. Manual Check-In on the Platform
      • 6. Badge Printing
      • 7a. Checkout at a Kiosk
      • 7b. Checkout on the Platform
    • Report Generation
    • Settings
      • Notification Templates and Placeholders
        • Personal Invitation Placeholders
        • Group Invitation Placeholders
        • Visit Cancellation Notification Placeholders
        • Online Pre-registration Confirmation Placeholders
        • Visitor Registration Onsite (Organizer) Notification Placeholders
        • Visitor Registration Onsite (Visitor) Notification Placeholders
      • Badge Templates and Placeholders
      • Integration Settings
        • Teams Calls and Chat Notifications
        • friendlyway Outlook Add-In
    • Definitions
  • DEVICE MANAGEMENT
    • Intro to Device Management
    • Player Installation
    • Device Registration and Activation
      • Registering a Device
      • Activating a Device
      • Checking Connected Devices
    • Player Configuration
    • Device Grouping
    • Device Details
      • Periphery: Connecting a DYMO Printer
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  • General
  • Visits & Visitors
  • Visitor Management Process
  • Settings

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  1. Visitor Management

Definitions

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General

friendlyway Cloud Platform (or Platform): A modular cloud-based software platform with a microservices-oriented architecture, which provides a basis for various solutions, including Digital Signage and Visitor Management. .

Module: An autonomous part of the software platform, which serves a specific use case and can be added or removed as necessary. friendlyway modules include Content Management, Device Managment, Visitor Management (Check-in), WayFinding, and more.

Visitor Management: A module that allows managing planned/unplanned visits based on a defined workflow, including invitations, notifications, badging, document handling, etc. .

friendlyway Player (or Player): An application that plays media content for signage or visitor management purposes on kiosks’ screens according to the schedule. It is available for the Windows operating system.

Kiosk: A physical device with one or more displays used for presenting content to end users and typically providing interactive self-service features.

End User: A consumer of the content and information displayed on the screen of the kiosk.

User: A platform user with personal account information, credentials, and a set of permissions. A personal account is linked with a company account.

Visits & Visitors

Visit: An event or meeting organized by a host and held at a specific location.

Planned Visit: A visit that has been prearranged and created by a user in advance.

Unplanned Visit: An unexpected visit created at a kiosk on the spot.

Visitor: A participant or attendee of a visit.

Host: The organizer or coordinator of a visit.

Visit Type: A visit category with a collection of distinct custom fields designed to capture particular information relevant to that category.

Visit Log: Records of visitors' completed check-in/out and self-registration activities with their timestamps and other data.

Visitor Management Process

Workflow: The configured process for visitor management at a kiosk.

Registered Visitor: A visitor with a planned visit who completed registration either online (pre-registration) or at a kiosk using an access code from the invitation.

Self-Registered Visitor: A visitor with an unplanned visit registered directly at a kiosk.

Checked-In Visitor: A visitor checked in either through the workflow at a kiosk or manually by a user on the Platform.

Onsite Visitor: A visitor who has checked in and not checked out yet.

Checked-Out Visitor: A visitor checked out at a kiosk or manually on the Platform, typically when leaving the building or premises.

Manual Check-in/out is done by a user on the friendlyway Cloud Platform .

Auto Check-in/out is done automatically by the system.

Check-in Result: The specific outcome or action that occurs at the conclusion of the check-in process at a kiosk. This can include actions like releasing an RFID card, generating a badge, or any other predefined action based on the workflow.

Settings

Static PIN code: A fixed code assigned to a visitor, allowing them to check in/out at a kiosk. This PIN code remains constant and does not change.

Email Template: A predefined template containing text and keywords, designed for creating consistent emails. It serves as a base for crafting visit invitations and notifications to visitors and users.

Invitation: An individualized email created using an email template and sent to a specific visitor. It may contain unique details or instructions relevant to that visitor.

Group Invitation: An email derived from an email template, containing a list of QR codes, PINs, or similar information for all visitors associated with a particular visit. It is typically sent to a group leader or coordinator for distribution to their respective visitors.

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