Quick start guide for NCheck Visitor Management On-Premises

Create a visit schedule

After login to the NCheck Bio Attendance control panel, navigate to "Schedule and shifts" section. There all the schedules for employee management and visitor management are available. Select "Visitor management" from top-right switch, and click "Create schedule" button.

In the "Create schedule" dialog, provide a name for schedule and select a project. This project will meet the requirements of the type of visitor management tasks performed, like "Personal meetup", "Issue movie tickets", "Doctor appointment", "Doing a payment" etc. Click on "New project and create a project by selecting the best scenario from available list of scenarios - this pre-defined scenario can be modified later, and also you can request us to create a custom scenario based on your organizational needs.

Just give a name and description to project, once saved, it will be selected on the new schedule dialog.

In the 2nd step, you can assign some employees or employee groups to this schedule. This can be decided later at schedule planning step as well. Now, save the schedule.

Plan your schedule

Once saved, your schedule is visible on main schedule view, and you can now plan the schedule for selected days using "Access schedule" view.

This view shows one iteration (at the begining, it's first iteration) of the schedule. If you kept 1 week as default, there is only 1 tab with 7 days of the week. Each cell represents a day schedule assigned to some user/group. If no user/group specified, it will show under "Unassigned" row.

To add a schedule, click on one cell and select the shift you want to schedule. Additionally add location, slot time and occupancy values can be kept as default.

Adding same schedule for multiple days

By dragging and dropping the schedule item card into different days, you can replicate same schedule for different days. This can be done by clicking on 3-dot menu on each card and using "Copy to" option.

Once the schedules are created, now you are ready to accept appointments. There are 3 ways of creating appointments.

1. From the control panel - Appointments menu item: click on "New appointment" and select a schedule. Fill up the details and appointment will be created instantly.

   

2. From the online booking page - URL for online booking page can be found at 3-dot menu of the schedule. There's an item called "Booking pages". Click and copy the schedule URL and share it.

   

3. From the kiosk booking page - If the schedule scenario allows kiosk booking, you can register a device as kiosk. Then that device will show the booking page for the schedule.