Visitor sign-in workflow template

Visitors sign in at reception from a QR code on their own phone, accept the visitor rules, and reception lets the host know.

2 steps 10 fields Public request formSignature

Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

Sign in

Whoever starts the request

Tell us who you are here to see.
6 fields in the request form
- Company Text
- Phone Phone
- Who are you visiting? * Text
- Reason for the visit *Meeting, Interview, Delivery, Service or maintenance, Other Choice
- Arrival time * Date and time
- Visitor rules * Signature
Reception

A person or team you choose

Welcome the visitor, let the host know and hand out a badge. Complete this step when the visitor leaves, so open sign-ins show who is still in the building.
4 fields
- Badge number Text
- Host * Checkbox
- Departure time * Date and time
- Badge Checkbox

Make it yours

Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
Share the public form so people outside the company can start a request without an account, and follow it on a tracking page.

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The driver starts it before the first trip, from the app or a QR code in the vehicle, and checks it with photos of every side. Defects go to maintenance with a deadline, and a vehicle that is not fit to drive is flagged on the spot.

Pre-trip check → Maintenance

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template