WelcoMe Training Guide
To get started login to the platform here
As an Venue admin or User you will arrive at the Home screen as shown below.
In this section you will see
pending visit request (Visitor Requiring Action) section. Here can click on the request which will then take you visit details including the users information and accessibility requirements. Visits will be flagged as pending (new visits) or arrived (the visitor has arrived at your venue).
planned visits which includes any upcoming visits which have been actioned.
cancelled/declined visits which includes any visits which have been cancelled by the visitor or you have declined.
in person visits which includes any visitors details that have been added by a colleague who would like to use WelcoMe for an upcoming visit either in person or via phone.
When you click on a pending visit you will see the user screen as shown below
At this stage you can either accept or decline visit. If you accept the visit a notification will be sent to the customer, and you will also get a message on the screen to say ‘we will let you know when visitor arrives’ The customer will receive an email from WelcoMe with an arrival button link that they will click on once arrived.
The visitor details will then appear in the Planned Visit section to say accepted.
On arrival you should receive a message to say visitor has arrived, the visitor will have hopefully added a picture to their profile so you will be able identify them.
If the visit needs to be declined for some reason, i.e. they’ve chosen a day where the venue is closed etc. click on the decline tab this will open a small message box and will ask for the reason that the visit is being declined. They will get a message from WelcoMe to say the visit has been declined and the reason. The visitors email will then be available to follow up to suggest something alternative.
The declined visit will then appear in the declined/cancel section and will either say declined or cancelled (if the visitor has cancelled).
This holds all the details about your venue including the accessibility information, opening hours etc More details about how to edit your venue profile can be found here
Here you you find the feedback left by the visitor after their visit. You can also add questions in the venue edit screen.
This will take you to the helpdesk with useful articles on how to use WelcoMe and promote to your visitors. If there is anything you need help with ask the team via the chat support.
Here you will find a list of all the charities we work with to support each disability, with top tips, general overview and links to further info. Our new training tools are coming soon.
As an Venue admin or User you will arrive at the Home screen as shown below.
Home Screen - Visits
In this section you will see
pending visit request (Visitor Requiring Action) section. Here can click on the request which will then take you visit details including the users information and accessibility requirements. Visits will be flagged as pending (new visits) or arrived (the visitor has arrived at your venue).
planned visits which includes any upcoming visits which have been actioned.
cancelled/declined visits which includes any visits which have been cancelled by the visitor or you have declined.
in person visits which includes any visitors details that have been added by a colleague who would like to use WelcoMe for an upcoming visit either in person or via phone.
When you click on a pending visit you will see the user screen as shown below
At this stage you can either accept or decline visit. If you accept the visit a notification will be sent to the customer, and you will also get a message on the screen to say ‘we will let you know when visitor arrives’ The customer will receive an email from WelcoMe with an arrival button link that they will click on once arrived.
The visitor details will then appear in the Planned Visit section to say accepted.
On arrival you should receive a message to say visitor has arrived, the visitor will have hopefully added a picture to their profile so you will be able identify them.
If the visit needs to be declined for some reason, i.e. they’ve chosen a day where the venue is closed etc. click on the decline tab this will open a small message box and will ask for the reason that the visit is being declined. They will get a message from WelcoMe to say the visit has been declined and the reason. The visitors email will then be available to follow up to suggest something alternative.
The declined visit will then appear in the declined/cancel section and will either say declined or cancelled (if the visitor has cancelled).
Venue Screen
This holds all the details about your venue including the accessibility information, opening hours etc More details about how to edit your venue profile can be found here
Feedback:
Here you you find the feedback left by the visitor after their visit. You can also add questions in the venue edit screen.
Resources
This will take you to the helpdesk with useful articles on how to use WelcoMe and promote to your visitors. If there is anything you need help with ask the team via the chat support.
Training
Here you will find a list of all the charities we work with to support each disability, with top tips, general overview and links to further info. Our new training tools are coming soon.
Updated on: 29/08/2024
Thank you!