NEW! You now have more options to tailor VisitorBook to your exact requirements. We’ve made it easier for you to customise the fields visitors are required to complete on signing in.
What are visitor fields? #
In VisitorBook you create different groups of visitors (visitor types). These types are shown on the terminal visitors use to sign in. You can adjust sign-in settings so that different visitors are required to provide different information when they sign in. For example, you may want general visitors to provide their car registration whereas you don’t need this for staff members. You set up visitor fields to capture this information for different visitor types.
Visitor types and visitor fields are managed on the VisitorBook Admin Portal.
Standard visitor fields #
Each standard visitor type and any additional visitor type you set up in your system come with the default visitor fields of First Name and Last Name.
Important: First Name and Last Name are the minimum information fields required for visitors to sign in. These cannot be deleted for any visitor type.
View visitor fields #
Navigate to User Settings > Visitor Types. The page shows all existing visitor types in the system. Visitor fields associated with each type are shown in the Visitor Fields column.
Edit visitor fields #
To edit visitor fields:
- Find the visitor type you want to edit.
- Click on the Visitor Fields button in the Actions column.
- The system opens the Edit Visitor Fields popup. This contains the following elements:
- Visitor fields available in the system are shown on the left-hand side of the popup.
- Visitor fields currently set for the visitor type are shown on the right-hand side of the popup.
- The Required column is ticked if the visitor MUST complete the field to sign in and unticked if the field is optional to complete.
- To add or remove a field to a visitor type, simple toggle the field on or off. Fields that are toggled on appear on the right-hand side of the popup.
- Ticked fields are those the visitor must complete to sign in. Untick a field if you’d like it to show to visitors but it is optional to complete.
- Once you have adjusted visitor fields to your requirements, click the Save button.
Note: Fields are ticked as default.
Important: You must click the Save button to apply the changes to the fields.
Custom fields #
If you have the Custom Fields Module, you are able to add additional sign-in fields that are bespoke to your VisitorBook system. These are shown on the Edit Visitor Fields popup and can be adjusted for specific visitor types just like the standard visitor fields.
Learn more: Custom Fields
Ensure updated settings are on VisitorBook app #
The final step is to close and reopen the VisitorBook app on your sign-in terminal(s). This ensures that setting changes are added to the app.
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