Set up your account and first location

Create an account

1. If you haven't already, sign up for a free trial. 
2. Open the email from WhosOnLocation and click Activate Now. 
3. Enter your email address and password. 
4. Click Start Setup Now. 
   
   

Set up your first location

A location is the physical premises where you need to manage the presence of people like visitors, service providers and employees. 

Add the details for the location: 

1. Add the location name. This is name that your organization uses when referring to the location, e.g. head office, call center.
2. Select the country it is located in.
3. Enter the physical address. 
4. Enter the postcode or ZIP code. This is a series of letters and/or digits appended to a postal address to sort mail.
5. Enter the main contact phone number.
6. Select the time zone. The time is recorded for a lot of activities in WhosOnLocation so setting the correct time zone is essential for accurate record keeping.
7. Choose a date format: mm/dd/yyyy or dd/mm/yyyy. 
8. Choose a time format: 24 hour or AM/PM format. 
9. Select a primary function. This field is used by WhosOnLocation to gain a greater understanding of where our service is being used. If this location serves multiple functions select Mixed Functions.
10. (Optional) Add any location-specific information.
11. Click Save and Next.
    
    

Set up your color theme and email signature

Set up the theme color for your account and set up an email signature: 

1. In the Theme Color tab, click on the color.
   
   
2. Use the color picker or enter a HEX code, then click Choose.
   
   
3. Select the Email Signature tab. 
4. Type your email signature in the field provided and use the text tools at the top of the field to customize it.
5. Click Preview Email to see what your signature will look like in a visitor notification. 
6. Click Save & Next. 
   
   

Provide some information about your organization 

1. Select an industry. 
2. Select the number of employees. 
3. Choose the WhosOnLocation features that you're interested in using.
4. Click Save & Next. 
   
   
5. Click Start using WhosOnLocation. 
6. Update your subscription options, then click Save Subscription Options. 

Next steps

Start setting up the features that you'll use in your location, you might like to:

• Turn on add-ons
• Add employees
• Assign user roles
• Set up a sign in/out kiosk 
• Add a custom questionnaire
• Add triggers
• Set up WolMobile
• Move from a trial to a paid subscription

You may want to also look at our initial account setup article, our support videos, or check our FAQs for new users.

Get help

The WhosOnLocation Help Center provides articles on all of WhosOnLocations's features and settings. You can access the Help Center either from the application or at https://helpdesk.whosonlocation.com/.

To access it from the app: 

1. Go to Help > Quick Search Help.
2. Enter a search term.
   
   
3. Click on a search result to view the article. 

After searching, if you can't find what you are looking for, submit a request to our customer support team. Our customer support team is 24/7 and will help you get up and running.