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Tips
 

1.  Will I need to log in every time on my phone?   No, you will only need to log in the first time that you access the in/out board on your phone.  After that, a simple tap will take you right to your personal sign out screen.

 

2.  Have as many sign-out choices as you need.  Click "Statuses" on the menu bar (left column) of the receptionist / administrator screen. You can then change, delete, or add new sign out choices!

 

3.  Have as many "Receptionists" or "Administrators" as you need.  Simply share the master Username and Password that we sent with whoever wants to be a "Receptionist" or "Administrator".

 

4.  It's OK to leave the "Return Time" and "Return Date" blank when changing your status!   If you do fill in a "Return Time", rather than scrolling up & down to select the hours and minutes, click on the hour or the minute (figure 1) and then select the desired hour or minute (11:00 shown in figure 2).  Visit our videos page if you need more info!

 

Return TimeHours

 

5.  Can I change the master "administrator / receptionist" password?  Yes!  Log into your "receptionist / administrator" program and click on your company name (upper right corner). Select "Change Password".

 

6.  How can I change a user's password?  The fastest and easiest way to change an employee's password is to delete the employee (in the "receptionist / administrator" program) and add them back in with the new password.  The whole process takes less than 1 minute. 
 
Note: if anyone's password is ever changed, their phone will still be trying to access the program with their old password!  Please follow the simple steps at:

 www.softechsystems.com/pwchange.htm

 

7.  Instead of tapping "Me" or "Everyone" on your phone, simply swipe left to see everyone. Swipe right to get back to the "Me" screen.

 

8.  Is there some type of "reminder" for employees to use?  We do offer a free popup "reminder" for Windows© users. It can be set to fire or execute whenever you start up your computer or when you log onto your company's network. Please visit the reminder page for more info!

reminder

 

9.  Is there a faster way to access the in/out board in the office?  Create a shortcut on your desktop to bring up either the receptionist screen or your employee sign out screen.

* You can also set your browser to "remember" your credentials if you do not wish to enter the login info each time.
 

Here's how to create your shortcut . . .
  1. RIGHT click anywhere on your main desktop
  2. Select > NEW then select > SHORTCUT
  3. Where it says "Type the location of the item"
    enter: https://www.softechsystems.com/app
  4. Click NEXT .... give your shortcut a name
  5. Click FINISH

10.  Can the web page screen show more than 50 users?  Yes!   Just above the names is a dropdown box that lets you select how many names to display.

dropdown box
 

11.  What do I need to know about the History Logs?  The logs record status changes made by each employee. They do not record any changes if the receptionist changes an individual's status.
 
If you select "Disable", they will stop recording everyone's activity and the "History Logs" button will be removed from the left menu bar. Please be sure and empty the logs monthly if they are "Active" as they accumulate very quickly.

 

12.  Is there a way to display the employee's phone number?  Yes!  One customer simply added employees to the program using their first name, first letter of last name, and their phone number (or their extension number). Example:

Andy L 750-888-1111
David P 750-246-8011
Scott S 750-123-4567

If you have already added everyone's name in the "receptionist" program you can click the "Edit" button and modify their display name!

 

13.  Need to see only who's "In"?  Click the "Status" column's title to sort by status. All of the "In" employees will be grouped together.

 

14.  Need to group employees by "Department"?   You could add (or edit) employee names in the "receptionist" program and put a number representing a department in front of their name (example: 1-Scott Sagnette) .. or .. put a short abbreviation for the dept. name in front of their name (examples: Acct-Scott Sagnette, Sales-Scott Sagnette, Admin-Scott Sagnette). Everyone will be grouped together alphabetically by department.

 

15.  How can I make "Working From Home" not light up green like "In" does?  It's easy .. simply do this!

  1. Open the Receptionist program
  2. In the left column click Statuses
  3. Change "Working From Home" to "Work From
    Home
    "(remove the ing from Working)

 

 

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