Genea

Ankita Chakraborty

Parth Sarvaiya

Stephen Horning

Learn about the full feature how your team can manage their guests ahead of the visit by creating invites.

Visitor Management

This article outlines how to set up different check-in flows by adding visitor types.

Setting up visitor types

This article outlines how visitor badges can be printed with credential code on it and how new badge editor can help customize the badge

Visitor Management-Badge printing

When the visitors register themselves for check-in, they’ll go through your customized check-in flow. Learn more below!

About the Visitor Type - Check-in flow

Genea’s Touchless Visitor Management Is Engineered For Building Teams And Designed For The Convenience Of Tenants.

How does check-in flow work with building sync?

When the visitors check themselves out, they’ll go through your customized check-out flow. Learn more below!

Visitor check-out flow

Curious about how to assign Elevator Home Floors to invited visitors for a seamless experience? Read on to learn more.

Visitor Access to Home Floors

This article outlines how user can send signed legal documents directly to specified email addresses upon visitor check-in.

Streamline signed legal documents

Would you like to customize the Visitor Invitation notification for a specific Visitor Type or Sign-in flow? Learn more here.

Customizing the Email Notification at Visitor Type level

Learn how to assign different Access Groups to individual tenants within your Building Portal Visitor Type configuration.

How to configure tenant specific access group mappings for visitors

Visitor Type 📑

Interested in understanding how documents are created, assigned, and managed in Genea Visitor Management?
This help article walks you through the Document Repository—a centralized way to manage all visitor check-in…

Document Repository – Manage All Visitor Documents in One Place

With Genea Visitor Management, you can configure required legal documents for each visitor check-in flow and allow visitors to digitally sign them during check-in.

Document Sign-in During Visitor Check-in

A centralized way to manage all visitor check-in documents efficiently.

Document Management

This article outlines how to pre-register guests ahead of their visit by creating invites.

How to create invites from Genea web app?

How to create invites from the Genea mobile app on an Android?

How to create invites from the Genea mobile app on an iPhone?

This article outlines how to cancel an invite created for your visitor.

How to cancel an invite?

This article will go into detail on how your visitors can complete the pre-registration process.

How can visitors pre-register themselves?

This article outlines the reasons a visit is denied for the visitor.

Visit denials

If you’re expecting a large group of visitors, the group invite feature will help you speed up the process.

How to create a group invite from Genea web app?

This article explains how to use the Genea Visitor Management add-in for Outlook to invite guests directly from Outlook Calendar meetings.

Genea Visitor Management add-in for Inviting Visitors from Outlook Calendar

Allowing pre-registered guests to independently search for their registration details and complete the check-in process using the iPad app.

How to Enable Pre-Registered Guest Check-In on the Visitor Management iPad App

A simple way to revise visit schedules while automatically updating visitor notifications and access.

Change Validity – Update Visitor Invite Date & Time

Why can't I configure multi-day visits in Genea?

Reverse Building Sync ensures that visitor invitations created in the Building Portal automatically appear in the relevant Tenant Portal — giving both teams full visibility into who's visiting, without any…

Syncing Visitor Invitations in CRE Environments

Pre-registration 📧

Assign a physical keycard to your visitors to be able to access the doors when they arrive at your premises.

How to Assign Physical Keycards to Visitors?

Learn the data interpretation of list of invites on invitation dashboard.

Invitation dashboard

Want to learn more about quickly searching visitor details?
Read more in this article!

Visitor Data - Quick Search and Filtering Guide

How to set up and use the Visitor Management widget on your Genea Custom Dashboard for real-time visitor tracking & streamlined operations.

Visitor Management Widget on Genea Custom Dashboard

Feature Guide for Tenant Admins, Hosts & Building Security on how Physical card syncs from Tenant to Building portals

CRE : Physical Card Sync for Visitors

Invitation Dashboard 📌

If your team welcomes repeat visitors, saving the visitor data can be beneficial.

Visitor address book

Visitor Data 📜

Assign credentials to your visitors to be able to access the doors when they arrive at your premises.

Setting up door access for visitors

Define how you want your visitors to mark check out from the system.

Check-out settings

Admins can control whether employees are permitted to invite visitors for extended durations, exceeding a single day.

Configuring multi-day visit settings

By scanning the QR code, walk-in visitors can register on their own devices, without touching any shared surface.

How to Generate QR Codes for Walk-in Visitors

If you're concerned about the usage of specific Visitor Type in invitation and wants to restrict the usage; refer to this article.

Restricting the Visitor Type Usage

Curious about how Genea restricts hosts to accessing only their own visitor data, without access to others'? Learn more here.

Setting up Hosts with access to only their own Visitor data

Worried about the security or sharing of static QR or Barcode Badge for Visitor credentials? Look at this article to improve the security.

How to configure Scramble QR Code for Visitor Badge

Settings ⚙️ 

Learn how to sync an iPad with your Genea Visitor Management system.

How to Sync an iPad With Genea Visitor Management

Learn how to sync an Printers with your Genea Visitor Management system.

About the badge printer

Learn to configure your QScan devices to support the QR code custom card format used in Genea

Configuring QScan devices for Genea Visitor Management

This guide helps administrators connect a Brother Bluetooth Label Printer (for example, QL‑820NWB) to the iPad Visitor Management Kiosk for badge printing.

Connect Brother Label Printer via Bluetooth for Badge Printing

Devices 🖨️ 📱 

Allow your walk-in visitors to register by scanning a registration QR code from their own device.

Touchless Check-In for Walk-In Visitors

With the Genea Visitor Management iPad app, you can collect visitor's information, notify employees once their guests arrive, and much more.

How can walk-in visitors register from an iPad?

Walk-in Visitors 🚶🏼‍♀️🚶

People added to Blocklist will not receive invites or be able to walk-in unless approved by an admin.

Setting up a visitor blocklist

Watch people visiting your premises by getting notified when they check-in or walk-in.

Visitor watchlist

Learn how to restrict certain users from creating invites

Restrict users from pre-registering visitors

Security 🔒 

With Genea VMS, you can automatically notify your employees via email and push messages about their visitor's invited statuses.

Notification for hosts

You can enable the notifications in your Genea mobile app to be able to receive the push messages

Setting up the host notifications

Share important information about the upcoming visits with your visitors.

Visitor emails

Customizing email is essential to align with your own branding needs. To best fit your own template, follow these steps:

Configure custom email templates from Global Overview for All Locations

Steps for Accessing, Registering, and Using Your Scramble QR Code Visitor Badge efficiently

How to Utilize the Scramble QR Code Badge

Providing a faster and more accessible way to communicate with visitors—especially when email is optional or visitors prefer receiving updates directly on their mobile phones.

Text Message Invitations for Visitors

Notifications 🔔 

This article outlines the different parts of the visitor log and how to use them

Visitor log

Visitor Logs 📊

www.getgenea.com

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.