Visitor fields are customizable fields designed to capture specific pieces of information, allowing you to tailor the sign-in experience for different types of visitors.
We offer five different customizable visitor fields which can be set up by those with company admin roles.
Below, we explore each visitor field type in more detail. For those subscribed to an Enterprise plan, you can now set different visitor fields by category, find out more about this awesome feature here!
*Please note, if subscribed to a multi-location Enterprise account, location settings are applicable on this page, click here to find out more about location settings.
Required Visitor Fields
The only field that currently cannot be edited and is set as a required field is the 'Full Name' field. The second visitor field that is set by default to 'Company Name' can be edited by clicking on this text, to hide this field from showing, click on the eye icon, or if you'd rather this not be a required field, just uncheck the required checkbox.
Custom Visitor Fields
The text field is best used when asking an open-ended question, the question here can be up to 256 characters in length. When the visitor taps on this field, the keyboard will pop up for them to enter their response.
The email field is a formatted field that specifically only accepts email addresses. When the visitor taps on this field, the keyboard will pop up and they can type in their email address here.
The phone field, like the email field, is formatted specifically to only accept a phone number. The phone prefix can be adjusted by tapping on the flag icon at the beginning of this field, once the user taps on the phone field, the numerical keyboard will appear for the visitor to input their number.
Date of Birth
The date of birth field is formatted for the visitor to select their birth year, a date selector will pop up for the visitor to select their birth year, then the month, and finally the day.
The Yes/No field differs from the above four fields as this does not offer the visitor the option to input information but instead tap on yes or no depending on their answer to the question set up against this field. This field will allow for a maximum of 256 characters as does the plain text field.
Required: This means that the field is required and the Visitor will not be able to progress unless they fill it out.
Clear response after each visit (Saved Visitors): This will clear any information input into this field for visitors that return and have enabled the 'remember me' option.
Require approval if: when yes, no, or both yes and no are selected below this option, the admins associated with the location will receive the email notification, if no admins are listed at this location, then all company admins will receive these notifications to be approved or rejected.
The admins at the location will receive an alert notification as below where the visitor can then be approved or rejected.
They can then approve or reject the visit by selecting one of the above options, below shows the next page that the user will see depending on the answer chosen.
If approved, the host (if selected) will then receive the usual email notification of their visitor's arrival. If rejected, an admin will need to notify the visitor and can ask them to kindly reschedule and return at a later date - whatever your own company protocol is for denying entry to high-risk individuals.
If you would like a copy of the approval notification to send to a recipient that is not listed as an admin, you can check out our visitor approval alerts support article here.
Reordering and hiding fields
To hide a field as opposed to removing it, click on the eye icon and this will no longer display on the iPad.
To reorder custom visitor fields, click and drag from the right of the field and drop in the preferred order.
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*Our support team is available 24x5 via the live chat bubble or firstname.lastname@example.org for any questions or support you may require.