Quick Start Guide for Hosts

Learn the basics of what it means to be a Sine Host.

Mark avatar
Written by Mark
Updated over a week ago

As a Host, your site administrator will add you to the Host List in Sine Pro. When they do this, an Email should be sent to your Inbox asking you to sign up for a Sine Pro account. Alternatively, if you do not receive a Host Invite, you can create a Free User Account, matching your details to any sites you are already listed as a Host.

Claiming your Host Account


Click Claim your Sine Account. You’ll be directed to the Sign Up page for a free Host Account.


Add your details where applicable and click Sign Up. You’ll be directed to your Dashboard, where you will be prompted to tour the system.

Setting up your Profile


Once your tour has concluded, you can move on to verifying and completing your profile. Verifying your profile consists of three main steps. Verifying your Email address, verifying your Mobile Number and adding a Profile photo.

Uploading a Profile Photo


To add a Profile picture:

 1. Navigate to the Profile page.


2. Scroll down the page and click Upload Photo. This will take you to the Edit your profile page.

Alternatively, you can click the pencil icon at the start of the Profile page to access the Edit your Profile page.


3. Once on the Edit your profile page, select Upload a profile photo.


4. Add your profile picture either by dropping the image in the Upload Image field or by clicking the field and selecting the file manually.


5. Crop the image you have selected and click Upload.


6. Scroll down to the bottom of the page and click Save Profile.


7. Your profile picture should now be set.

Verifying your Mobile Number

To verify your mobile number:

  1. Once on the Profile page, click the Verify Now button, under the Mobile icon.


2. Now click the Request Code button.


3. A 5-digit code will be sent to the mobile number. Enter this code into the field and click Verify.


5. Your mobile should now be verified.

Invitations

You may invite guests using the Invite Guest button in the Dashboard, upload a CSV of invitations, or use the Calendar Integration.

Please take a look at the full guide on the Calendar Integration Here.

How to invite guests via Sine Dashboard:

To invite guests, select the Invitations tab.

  1. Click the "Invite guest" button in the top left-hand corner of the Dashboard or the "Create invitation" button in the Invites Tab.

    or,


Add the guest’s First Name, Last Name, and optionally Email and Mobile. Type in their Company and select it from the suggestion list. Select the Site, what type of visitor they are, when the Invite is valid, add Notes and then click Create Invitation to send the Invitation.


See Inviting Guests via the web dashboard for more information.

Activity Feed

The Activity Feed shows guests who are currently checked into the Site and guests who have been checked out (you need to be a Host to access this information). As a Host, you may check in guests who are here to see you, check them out, send messages to guests and add notes to their Passes.

Sending Messages

As a Host, it’s possible to send messages to your guests. Only guests with Email or Mobile Numbers can be messaged. To send a message to a guest:

  1. On the right-hand side of the Pass entry on the Activity Feed, select Send Message.


2. The Send Message overlay appears. You may send a message up to 120 characters long, which will be sent as an SMS or Email. Select the message type (Message, Warning, Emergency) and click Send Message.

Adding Notes

To add Notes to a guest’s Pass, select their Pass. You’ll be presented with the Pass overlay and a small boxed area to add notes. Add the notes and click Save. Host Notes are only visible to the Host and Admins of the Site, not the visitor.


Please take a look at Adding Notes for more details.

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