The length of your checklist will actually vary in function of what you want to do (see below).
In any case, you’ll have to perform some “foundation” steps, such as creating your company account and users (block 1). Then, if you wish to install a kiosk and/or print badges, you’ll have to perform some more steps (blocks 2 and/or 3).
Let’s review these steps.
1. Foundation steps (only a, b, and c are mandatory)
- a) If not done yet, please create your company account at https://app.proxyclick.com/signup (no need to create another account if you already have a trial account). Please make sure your logo is uploaded as it will be used in invitation e-mails, on the badge (if relevant), and on the kiosk.
- b) First verify that your company IT complies with our system requirements (mostly around browsers and whitelisting proxyclick.com domain). More info here.
- b) You’ll have to create your colleagues in the system so they can be recognized as hosts and receive notifications. You can also invite them so they can invite their visitors from their personal profile. More info here.
- c) Check if you need to differentiate the rights of your different active users. You’ll probably want admins to have full access, receptionists to be able to check in and see all visitors, assistants to create visitors for their boss and “normal users” to be able to create their visitors only. More info here.
- d) Check if you’re happy with the default notifications or if you need to tweak them to answer your needs (e.g. send SMS/text notifications, send check-in notifications to assistants too, ensure some users don’t receive notifications). More info here.
- e) Check if you need to create custom fields in order to capture extra info on visitors. More info here.
- f) Proxyclick is designed not to require any training or briefing before one can create his visitors. However, you can always send the link to guides you’ll find in the Help Center.
- h) Choose your hardware. We recommend an iPad Air if you want to offer a touch experience (but Proxyclick is also compatible with older versions of iPads, with Android tablets or with Windows 8.1. devises). Outside of touch, a kiosk on a normal PC with keyboard will work very well too. More info here.
- i) Integrate your kiosk into your reception. This may mean just putting a PC on the reception desk, putting your tablet into a nice-looking holder (more info here), or even more ambitious, embed it into your furniture (see example below at a client).
- j) Configure the screens: background, languages available to visitors, custom fields, NDA. More info here. Note: If you plan to use a tablet, many clients test their kiosk configuration first on a readily available PC before installing the tablet.
3. Printers and badges
- k) Choose your printer. Most clients opt for a DYMO Labelwriter, as DYMO badges can be instantly printed upon check in of visitors. But some clients with specific needs (e.g. plastic badges) prefer to use other printers. More info here.
- l) Choose your badge. See this article on most-used badges and the ones we recommend.
- m) By default, the badge gets printed with your company logo. If you need further customization, please contact us.
- n) Connect your printer. How to perform this depends on the configuration you chose. If you don’t use a kiosk and opted for a DYMO Labelwriter, just connect the DYMO to the reception PC. If you use a kiosk, connection to the printer depends on the kiosk hardware. This article will lead you to the right step-by-step guide.