Configure the sign-in fields of a visit type
Sign-in fields are the details a visitor is asked for when signing in. Every visit type has its own set, so a contractor can be asked for different information than a regular visitor.
- Sign in to the Vizito backoffice.
- Click Visit types under Account settings in the left side menu.
- Click Edit on the visit type you want to change.
- Open the Sign-in fields tab.
A visit type comes with a set of default fields: First name, Last name, Company, Here to see?, Address, Zip code, City, Phone and Email. You can add your own fields on top of these. You are not required to use most of the default fields, though we recommend using at least the name fields.
Drag the handle on the left of a row to change the order in which the fields are shown.
Note: changes on this tab, including the status of a field, the order of the fields and anything you change behind Edit, are only stored after you click the green Save button at the bottom of the visit type.
Field status
Set the status of a field with the dropdown next to its name.
- Mandatory: the visitor has to fill in this field before they can continue.
- Optional: the visitor can leave this field empty.
- Inactive: this field is not shown to the visitor, nor is it visible from the Vizito backoffice.
- Hidden: this field is not shown to the visitor, but you can still use it from the Vizito backoffice. For instance to leave a remark on a specific visit.
Note: the Email field only offers Mandatory, Optional and Hidden. It cannot be set to Inactive.
Field type
You choose the type of a field when you add it. Click Add field under the list, fill in the Field description, pick a Status and pick a Type.
- Text: a normal text-based field.
- Checkbox: a box the visitor ticks. Especially handy towards opting in for a newsletter or other communication.
- List: a list of values shown to the visitor, from which they can select an item.
- Yes / No: a question the visitor answers with Yes or No.
- Number: a number-based field. Choosing this type adds a Minimum and a Maximum value you can set.
- Date: a date field, which can be used towards selecting a date.
Rename a field or change its app settings
Click Edit on a field row to open App field settings. From there you can:
- translate the label of the field into the languages your visitors use: English, German, French, Dutch, Spanish and Italian;
- switch on Do not save in registered visitor on the fields that offer it. When a registered visitor is created automatically, that field is not stored and has to be filled in again on every sign in.
Set a default country code for the phone field
The phone field asks for a country code. You can preselect one per visit type, so most of your visitors do not have to change it.
- Open the Sign-in fields tab of the visit type, as described above.
- Click Edit on the Phone row.
- Choose the country you want as Default prefix, under Settings for phone numbers.
- Go back to the field list and click Save at the bottom of the visit type.
Note: the default prefix only changes which country is preselected. Visitors can still pick a different country code when they sign in.