After Site Concierge is enabled for your account, you will need to add the phone number data field to your site and then turn on Site Concierge.
| Required add-on | Site Concierge |
| Required permission | Site settings. This permission is included by default for the Account Administrator and Site Administrator roles. What is my role? |
Add the phone number data field
The phone number data field allows Hosts to enter a visitor's phone number so Site Concierge can call them. If the phone number field is already added, you can Turn on Site Concierge.
- From the left sidebar in VisitorOS, click the Settings
icon, then select Sites.
- Select the site where you want to use Site Concierge.
- Select the Personalization tab.
- Under "Data Fields", click Configure.
- From the drop-down menu, select Phone Number.
- Click Save.
Turn on Site Concierge
Turning on Site Concierge for your site allows Hosts to choose whether Site Concierge is on or off for individual events.
Note:
After you turn on Site Concierge, it will automatically be active for any new events that are created. We recommend letting your Hosts know about Site Concierge before following the steps below.
- From the left sidebar in VisitorOS, click the Settings
- Select the site where you want to turn on Site Concierge.
- Select the Features tab.
- Turn on Site Concierge.
-
(Optional) To save call transcripts, in the right-side panel that opens, turn on Retain Call Transcripts for 30 Days.
Note:
To receive call transcripts, contact your Customer Success Manager.
- Click Save to turn on Site Concierge.
What happens next
Now that you have successfully set up everything, your Hosts can start using Site Concierge when they go to create a new event. For more information, see Create your first event with Site Concierge.