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With this guide, you set up complete visitor management in anny. In the end, guests can check in at the terminal via QR code or register on the spot, hosts are notified immediately and a visitor badge is optionally printed.

Thinking visitor management the anny way

With visitor management, anny maps the physical reception process digitally. The central principle: every building or floor is a resource, every visit type a booking option, and the people who receive guests are hosts in a community. Your guests register through the booking area (booking page or directly at the terminal). You manage everything in the admin area (resources, bookings, displays, communities).

Step-by-step setup

1

Create a resource

Open Resources and create a new resource with the Building category. Name it after the building or floor (e.g. “Main building”). Under Availability, set it to Multiple availability and set the number to the maximum simultaneous visitor capacity. Under Check-In, enable check-in for this resource.
2

Create a booking option

Create one or more booking options for the resource (e.g. “Student advising” with a fixed duration, “Study space booking” with a flexible duration). Make sure the price is set to free and that under Advanced settings the option Automatically accept all bookings is enabled.
3

Enable the host query in the form

Open the booking option and switch to the Forms tab. Enable the host query as a required field. Optional: define which information is shown in the result list (full name, department, profile picture).
4

Create a host community

Navigate to CustomersCommunities and create a new community (e.g. “Hosts”). Add all people who can receive visitors as a host. Link the community to the booking option via access.
5

Set up the terminal

Set up a Check-In terminal according to the article Set Up a Check-In Terminal. Choose the mode Personalized registration & Check-In, so that both pre-registered guests can check in via QR code and spontaneous guests can register on-site.
6

Enable host notifications

In the organization settings under notifications, enable the SMS notification for hosts at check-in. Optional: configure anny AI so the host also receives a call and can pass a message to the guest by SMS (e.g. “I’ll be with you in 2 minutes”).
7

Test

Create a test booking with a host. Check in at the terminal via QR code and check whether the host is notified by SMS or call and whether (if configured) a badge is printed.
Set the mode to “Check-In” instead of “Personalized registration & Check-In” if you want to allow only pre-registered guests and prevent spontaneous registrations at the terminal.

Typical examples

A company wants employees to be able to invite guests in advance via the booking page (with a QR code by email), but also wants spontaneous visitors to be able to register at reception.
1

Resource and booking option

Resource “Reception, ground floor” with the Building category, flexible duration, free, automatically accept.
2

Internal booking page

Set the booking option to Visible and bookable for community only, so only employees (hosts) can invite guests. Under Forms, enable the option Require personalization, so the host personalizes the booking for the guest and the guest receives the QR code.
3

Terminal with registration

Mode: Personalized registration & Check-In. Pre-registered guests scan their code, spontaneous guests enter their data at the terminal.
An office complex wants guests to check in at reception and the assigned host to be informed immediately by call so they can pick up the guest.
1

Resource and booking option

Resource “Reception, ground floor” with the Building category, flexible duration, free, automatically accept. Enable the host query as a required field.
2

Host notification by call

In the organization settings, enable the SMS notification at check-in. Configure anny AI for the automatic call to the host at check-in.
3

Terminal at reception

Mode: Personalized registration & Check-In. The guest checks in, the host receives a call immediately and can tell the guest by SMS: “I’ll be with you in 2 minutes.”

Additional settings & options

Badge printing

Print visitor badges with name, company and host directly at check-in. Configure the printer and template in the terminal setup for a smooth reception.Learn more

Legal documents at check-in

Have NDAs, disclaimers or privacy statements confirmed only at check-in, by checkbox or digital signature, before guests enter.Learn more

Custom forms at check-in

Ask for extra visitor data (e.g. license plate, purpose of visit) only at check-in instead of during the checkout process itself.Learn more

Outlook add-in

Register visitors directly from Outlook and sync appointments with anny, without having to open the booking page at all.Learn more

FAQ

For visitor management, the resource must use the Building category. This category is a requirement for the visitor registration at the terminal to work correctly.
Personalized registration & Check-In for pre-registered and spontaneous guests. Check-In (without registration) if only pre-registered guests are allowed.
Hosts can be informed by email, push notification, SMS and optionally by an anny AI call. SMS and call must be enabled in the organization settings.
Yes. During booking, multiple participants can be invited. Each person receives their own QR code for check-in.
Yes. If anny AI is configured and the guest has stored a mobile number, the host can have an SMS passed to the guest through the AI flow (e.g. “I’ll pick you up in 2 minutes”).
Good luck with the setup! 🥳