Create tour visit records from front desk check-ins

Your reception check-ins lack structured records, leaving security without signed agreements. Capture visitor details and agreement PDFs automatically so coordinators have compliant records same day.

Overview

Front-desk check-ins often arrive as fragments, making compliance tracking and program follow-up manual and slow. This flow creates a standardized visit record, attaches signed PDFs, and surfaces a follow-up task so security and coordinators have compliant visitor logs the same day.