> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goguardian.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up GoGuardian Visitor

> Configure a GoGuardian Visitor site's notification lists, forms, check-in points, and watchlists, and add optional kiosks and badge printers.

After you set up sites in GoGuardian Org Management, finish setting up GoGuardian Visitor at each site. The setup guide on the **Front Desk** shows your progress and links to each step. You need the Site Admin role at the site. If you haven't set up the site yet, start with [Add Sites and Users in Org Management](https://docs.goguardian.com/products/visitor/add-sites-and-users-in-org-management.md).

## How Visitor Fits Together

A Visitor site is built from a few connected pieces.

* **Check-in points** are where people check in and out, such as the front office. Every check-in and check-out happens at a check-in point, so you always know where it happened.
* **Forms** define how each visitor or student checks in or out: who they are, what they're asked, and what happens next. Staff complete a form on a visitor's or student's behalf at the **Front Desk**, or visitors and students complete one themselves at a kiosk.
* **Screening** checks visitors against the sex offender registry and your watchlists as they confirm their identity. When staff confirm a match, Visitor alerts a notification list: your default list for registry matches, or the lists you choose for each watchlist.
* **Kiosks** and **badge printers** are optional, and a check-in point can have as many of each as you need. Add kiosks if you want visitors and students to check themselves in and out, and badge printers if you want to print badges. You can set up either one without the other, but a kiosk whose forms print badges needs a printer. Visitor works entirely from the **Front Desk** without them.

The setup guide starts with who gets alerted (notification lists), then how people check in (forms), then where they check in (check-in points).

## Use the Setup Guide

When you open the **Front Desk**, the setup guide lists every step. Each step links to the page where you complete it.

| Step | Required |
| - | - |
| **Create a default notification list** | Yes |
| **Set up your first form** | Yes |
| **Register a check-in point** | Yes |
| **Configure a custom watchlist** | Recommended |
| **Set up your PIN code** | Recommended, and needed for kiosks |
| **Complete your first check-in** | Recommended |

![GoGuardian Visitor Front Desk on a new site showing only the Set Up Visitor guide, with 0/6 steps complete and the 3 recommended steps dismissible](https://mintcdn.com/goguardian/vbbcOHBdrxzrcZoi/images/screenshots/set-up-visitor/01-setup-guide.png?fit=max\&auto=format\&n=vbbcOHBdrxzrcZoi\&q=85\&s=1084dbcb27e58b8c8fdc2ac64c0ea762)

Before your site's first check-in, the **Front Desk** shows only the setup guide until you finish the 3 required steps. After the first check-in, the **Front Desk** stays available even if setup changes later, such as removing a check-in point.

To skip a recommended step, click the **X** next to it. The guide disappears when every step is done or skipped.

Staff without admin access see most steps marked "This step needs to be completed by your admin." They can still complete the last 2 steps, **Set up your PIN code** and **Complete your first check-in**. Each staff member sets their own PIN, so **Set up your PIN code** stays on their setup guide until they do.

## Create Your First Notification List

A notification list is a group of staff that Visitor alerts by email or SMS when staff confirm a screening match. When staff confirm a sex offender registry match, Visitor alerts your site's **default notification list**. The first list you create becomes the default automatically.

1. In Visitor, go to **Notification Lists**.
2. Click **Create Notification List**.
3. Enter a **Name** and, optionally, a **Description**.
4. Under **Members**, add the staff who should be alerted.
5. Under **Notification Settings**, turn on **Send email notifications**, **Send SMS notifications**, or both.
6. Click **Save**.
7. Verify the result: The list's page opens, and **Default Notification List** shows **Yes**.

If a member shows "The staff member cannot receive SMS without a valid phone number," a Super User needs to add a phone number to their account in Org Management. See [Edit Account Permissions](https://docs.goguardian.com/products/org-management/create-manage-user-accounts.md#edit-account-permissions).

You can create more notification lists later, such as different lists for different watchlists. To change the default list, manage members, or learn how alerts are sent, see [Notification Lists](https://docs.goguardian.com/products/visitor/notification-lists.md).

## Set Up Your First Form

Every check-in and check-out at your site runs through a form, from identity confirmation and screening to questions, signed documents, hall passes, and badges. New forms are turned on as soon as you create them.

Every form starts from a template:

| Template | Use it for |
| - | - |
| **Visitor** | Visitors, vendors, volunteers, and more |
| **Parent/Guardian Pickup** | A parent or guardian picking up a student |
| **Student Check-In** | Students arriving late |
| **Student Self Check-Out** | Students checking themselves out |

Templates are a starting point, not a limit. Forms are flexible enough to fit almost any group or event. For example:

* A contractor form that suggests only facilities staff as hosts.
* A parent-teacher conference or school dance form that you turn on for the event and turn off afterward.

1. In Visitor, go to **Forms**.
2. Click **New Site Form**.
3. Choose a template.
4. Review the steps, and change any options your school needs.
5. Click **Save**.
6. Verify the result: The form appears in **Forms** with its status turned on.

Super Users in Org Management can also create **District-Wide** forms. When a District-Wide form is turned on, every site in your district uses it, and only Super Users can change it.

This section is a high-level overview. For an in-depth guide to how forms work and what each step does, see [Create and Manage Forms](https://docs.goguardian.com/products/visitor/create-and-manage-forms.md) and [Form Steps Reference](https://docs.goguardian.com/products/visitor/form-steps-reference.md).

## Register a Check-In Point

A check-in point is a room registered for check-in and check-out. The **Activity Log** and the **Front Desk** show which check-in point each check-in happened at. Staff see and manage check-ins only at the check-in points they're assigned to.

Rooms are shared between GoGuardian Hall Pass and GoGuardian Visitor. You can register an existing room or create a new one.

1. In Visitor, go to **Check-In Points**.
2. Click **Register Check-In Point**.
3. Select **Existing room** and select a room, or select **New room** and enter a **Name** and **Room Number**.
4. In **Assign staff to room**, add the staff who check people in and out here. Staff assigned to a check-in point can open Visitor. If you chose an existing room, its current staff are already listed and get Visitor access too, so remove anyone who shouldn't have it. Any changes also apply to the room in Hall Pass.
5. If your school uses Hall Pass and the existing room's rules don't support hall passes, you see **Update Room Rules to support Hall Pass steps**, selected by default. It lists the rule changes it makes. Clear it if you don't plan to create hall passes from forms at this check-in point.
6. Click **Submit**.
7. Verify the result: The check-in point's page opens, and the room appears in **Check-In Points**.

Site Admins can check people in and out at every check-in point at the site. For how staff access works, see [Check-In Points](https://docs.goguardian.com/products/visitor/check-in-points.md) and [Users and Permissions](https://docs.goguardian.com/products/visitor/users-and-permissions.md).

## Add a Watchlist

A watchlist is your own list of people staff need to know about at check-in, such as a parent who isn't allowed to pick up their child under a custody order, or someone with a restraining order against them. Screening checks visitors against your watchlists along with the sex offender registry. Each watchlist alerts the notification lists you choose when staff confirm a match.

You can create as many watchlists as you need.

1. In Visitor, go to **Watchlists**.
2. Click **Create Watchlist**.
3. Enter a **Name** and, optionally, a **Description**.
4. In **Notification Lists**, select the lists to alert on a match.
5. Click **Add Identity** to add each person.
6. Click **Save**.
7. Verify the result: The watchlist appears in **Watchlists** with the correct number of **Watchlist Entries**.

For details, see [Watchlists](https://docs.goguardian.com/products/visitor/watchlists.md).

## Set Up Your PIN

Kiosk settings are protected by a PIN, so visitors and students can't change them. Only Site Admins can unlock kiosk settings with their PIN, so if you use kiosks, at least 1 Site Admin needs a PIN, usually the admin setting them up. A PIN is 4 to 8 digits, and it's the same PIN used for Hall Pass kiosks.

1. In the setup guide, click **Set up your PIN code**.
2. Create your PIN. For details, see [Set Your PIN](https://docs.goguardian.com/products/hall-pass/kiosk-mode.md#set-your-pin).
3. Verify the result: The step shows as complete in the setup guide.

## Complete Your First Check-In

Run a test check-in before go-live to confirm your form, check-in point, and screening work together.

1. On the **Front Desk**, under **Start a Check-In or Check-Out**, select your form.
2. Complete the steps as a test visitor.
3. Verify the result: The check-in appears under **Recent Activity** right away. If you used a **Visitor** form, it also appears under **Currently Checked In**.
4. If you used a **Visitor** form, check out the test visitor. If you plan to add a badge printer from a front desk computer, do that first. See [Set Up a Badge Printer](#set-up-a-badge-printer-optional).

## Set Up a Kiosk (Optional)

A kiosk lets visitors and students check themselves in and out. It runs on a Chromebook, or in the GoGuardian Campus app for iPad or Windows.

1. Go to **Check-In Points** and open the check-in point.
2. Under **Kiosks**, click **Create Kiosk**.
3. Enter a **Kiosk Name**, select 1 or more **Forms**, and click **Submit**. Each kiosk offers only the forms you select, so you can set up a kiosk for a specific purpose, such as student check-in at a side entrance.
4. The kiosk's page opens with its **Kiosk Login**. On the kiosk device, scan the QR code, or open the sign-in URL shown there and enter the username and password in **Kiosk Username** and **Kiosk Password**. Then tap **Login to Kiosk**.
5. If the kiosk doesn't have a printer yet, it asks you to **Choose a Printer**. If you don't plan to print badges from this kiosk, click **Skip**. If any of the kiosk's forms print badges, the kiosk shows **This Kiosk Isn't Ready** until it has a printer.
6. Allow camera access when the device asks. On an iPad, also allow local network access.
7. Verify the result: The kiosk shows **Online** on the check-in point's page.

To show your school's logo and colors on every kiosk at the site, go to **Settings** → **Site Information** and edit **Brand**. For every kiosk option, see [Kiosks](https://docs.goguardian.com/products/visitor/kiosks.md).

## Set Up a Badge Printer (Optional)

Visitor prints badges on supported label printers connected by USB or over your network. See [Compatibility and Requirements](https://docs.goguardian.com/products/visitor/compatibility-and-requirements.md) for the list. Add a printer from the device it prints from: a kiosk or a front desk computer.

**From a kiosk:** Choose the printer when the kiosk first asks, or later from **Kiosk Settings** → **Printer Settings**. Kiosk settings require a Site Admin's PIN.

**From a front desk computer:**

1. On the **Front Desk**, check someone in with a form that prints badges, such as a test check-in. When the check-in is done, the panel asks you to choose a printer for their badge.
2. Under **Printer**, make sure the check-in point is selected.
3. Click **Add Printer**.
4. Select the printer. If a USB printer doesn't appear, click **Find USB Printer**.
5. Select the **Media Type** that matches your labels.
6. Click **Print Sample** to test the printer.
7. Click **Add**.
8. Verify the result: The printer appears under **Printers** on the check-in point's page.

For connection types, label media, and more, see [Badge Printers](https://docs.goguardian.com/products/visitor/badge-printers.md).

## Resources

* [Add Sites and Users in Org Management](https://docs.goguardian.com/products/visitor/add-sites-and-users-in-org-management.md)
* [Users and Permissions](https://docs.goguardian.com/products/visitor/users-and-permissions.md)
* [Create and Manage Forms](https://docs.goguardian.com/products/visitor/create-and-manage-forms.md)
* [Form Steps Reference](https://docs.goguardian.com/products/visitor/form-steps-reference.md)
* [Check-In Points](https://docs.goguardian.com/products/visitor/check-in-points.md)
* [Notification Lists](https://docs.goguardian.com/products/visitor/notification-lists.md)
* [Watchlists](https://docs.goguardian.com/products/visitor/watchlists.md)
* [Kiosks](https://docs.goguardian.com/products/visitor/kiosks.md)
* [Badge Printers](https://docs.goguardian.com/products/visitor/badge-printers.md)
* [Compatibility and Requirements](https://docs.goguardian.com/products/visitor/compatibility-and-requirements.md)


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