Lobbytrack How To Guides

How to create a visit agreement or NDA in Lobbytrack

Many companies need to create a non-disclosure agreement (NDA) that details visitors' acceptable behavior and information disclosure when visiting their facilities. Having visitors read and sign a visit agreement helps to ensure that visitors are aware of the expectations during and after their visit.

Lobbytrack is a visitor management system that allows you to create visit agreements that are displayed when the visitor arrives. The visitor can review the document then electronically sign it before they are allowed to sign in. An electronic copy will be kept on file for future reference.

The visit agreement can be personalized to automatically include visitor details such as their name and visit date.

  1. Click on "Settings" in the top right corner.

    Settings

  2. Scroll down to the "Visit Agreements" section and click the + icon to open the "Add Visit Agreement" screen.

    Visit Agreements

  3. Enter a title for the agreement and click on "Add".

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  4. Once the agreement has been added, the visit agreement options screen will be displayed. You can customize the agreement text and include visitor and host information fields that will be merged in when the agreement is displayed to the visitor.

    Agreement

  5. Set the desired acknowledgement text and select the method you would like the visitor to signal their acknowledgement.

    Acknowledgement

  6. When you are done, click the back arrow to return to the previous page.

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  7. A preview of how a visit agreement will appear in the Lobby app is shown below.

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