Visit Help

# Manage EventBox settings

Video: https://visitdocvideo.s3.eu-west-1.amazonaws.com/how_to_set_up_general_eventbox_settings.mp4

Access from homepage: Select your event > Onsite > Settings

Use the Settings page to set up your EventBox before the event starts.

This document explains the settings in Visit. For information on setting up the EventBox software, refer to the EventBox guide.

# Configure general settings

Access from homepage: Select your event > Onsite > Settings > General EventBox settings

  1. Enter a password. Whenever someone wants to modify the settings on an EventBox, they must enter this password.
  2. Select Allow entrance to 'invited' visitors to allow visitors who have received an invitation email but not registered to enter.
  3. Select Add event logo
    to upload a custom logo. This will appear in all EventBoxes.
  4. Select Colour to set a colour scheme. This is used throughout the EventBox, for example for button colours.
  5. Choose your keyboard layout in EventBox keyboard input.
  6. Enable onsite staff to unlock an Eventbox by scanning the badge of an on-site staff.

# Enable EventBox features

Access from homepage: Select your event > Onsite > Settings > General EventBox settings

  1. Select the feature you want to enable:

    Feature Settings
    Manned registration In manned registration mode, your host staff can use EventBox to manually register visitors at the event. This also enables service centre mode.
    Self registration In self registration mode, visitors can use EventBox to register themselves on the day.
    Access control You can use access control mode to measure attendance and restrict access to certain areas of the event. You must attach a scanner to the EventBox to use this mode.To restrict access to areas:Select + Add to add a new rule.Enter the rule details. The Location filter lists all event locations, as defined in the Locations tab. Refer to Manage locations for more information.
    Scan & Go Visitors can scan a document and print their visitor badge.
    Visit Connect In Visit Connect mode, you can assign barcode scanners to exhibitors and download an exhibitor's lead data from a barcode scanner.
    Cash Register Allows you to take payment at an event when a visitor has registered.

  2. For Manned registration, Self registration and Access control, you need to configure the feature. Select the dropdown arrow, and refer to the following for information on the settings:

    Manned registration

    Self registration

    Access control

# Manned registration

  1. Select Add event logo to upload a custom logo.
  2. Select the Default registration type for visitor registration from the drop-down list. The host using the EventBox can manually choose a different registration type for each registrant, if necessary.
  3. Select the Registrant default translation. If you do not select one, Visit uses the default translation for the event.
  4. Select Auto print to enable the EventBox to print a badge after every registration.
  5. In the Map registration type section, select + Add to create mappings between registration types and registration forms.
  6. Select Save to apply your changes.

# Self registration

Select a registration form from the Form used for visitor registration dropdown.

# Access control

You can use access control rules to limit access to certain areas or times. For example, you could allow a visitor to access the area only once a day. Or you can enable a time window for seminar access control.

Visit applies the rules in the order of the list. If a visitor does not match any of the rules, Visit uses the default.

  1. Select + Add to create a new rule.
  2. Complete the rule details. You can add multiple conditions.
  3. Select Save to add the rule to the list.
  4. Ensure the rules are in the correct order. To reorder the rules, select Toggle sorting
    , then drag and drop the rules.
  5. To edit or delete a rule, select Open menu
    .
  6. Choose the default access setting. In the Set as default options, select either Allow or Deny.

# Add timeslot rule

Add the following rule to make all EventBoxes check the Timeslot a visitor is registered for.

  1. Category : Timeslot
  2. Field : Current Time
  3. Operation: Equals
  4. Value: Timeslot window

The Timeslot is strictly adhered to. If a visitor turns up too early or too late they will not be able to be scanned in.

You can choose to add an information message to display if someone is refused entry e.g.

"You are not currently allowed to enter. You're booked for #timeslot_summary#."

# Manage locations

Access from homepage: Select your event > Onsite > Settings > Locations

You can divide your event into multiple locations. You can then assign these locations to EventBoxes and use them to:

# Add a location

  1. Select + Add.
  2. Enter a name for the location.
  3. Select the location type. Gate is a place where people enter or exit the event. This type is most often used for EventBoxes using access control mode. Area is a room, hall, or other space at the event. This type is most often linked to seminars.
  4. Optional: if the location type is Gate, you can set the gate direction (IN or OUT).
  5. Select Save to add the location and return to the Locations list.

# Edit a location

  1. Hover over the location you want to edit.
  2. Select Edit
    .
  3. Change the location settings. Refer to Add a location for more information about the settings.
  4. Select Save.

# Get the latest EventBox image

Access from homepage: Select your event > Onsite > Settings > Visit Imager - Beta

TIP

This tool is in beta.

The Visit Imager allows you to create USB drives with the latest EventBox image. It only supports Windows 10.

An EventBox image is a bootable version of the EventBox. This means you can boot your laptop from the EventBox USB stick, allowing you to use the EventBox on your own laptop without overwriting your laptop's operating system or files.

  1. On the Visit Imager - Beta tab, select Download for Windows.

  2. If you get a warning message that "Visit Imager Setup....exe is not commonly downloaded and may be dangerous", select Keep.

  3. Click the installer download, or find the installer in your Downloads directory and double click it. This runs the installer.

  4. If you get a warning about an "Unknown publisher" or that Windows "prevented an unrecognized app from starting", select More info, then select Run anyway.

  5. If you get a message asking "Do you want to allow this app to make changes to your device?", with Windows Command Processor as the app name, select Yes.

  6. Select Select image to choose the version of EventBox you want.

  7. Select Select drive to choose the USB drive you want to image. The USB drive must be at least 16GB.

    WARNING

    Imaging the disk overwrites any data on the drive. The tool automatically selects a disk when it opens. Make sure you select the correct USB drive before writing the image.

    Imaging the disk reformats the it with a file system that Windows does not recognise. To remove EventBox from the USB stick (in order to use the USB stick for other things in the future) you need to reformat it again.

  8. Select Write. The Visit Imager downloads the EventBox image and writes it to the USB drive.

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