field configuration

Video tutorial

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Configuring your sign-in fields

You can configure sign-in fields for each visit type. You can find them via the left side menu item “Visit types” > “Edit” the visit type of your preference. Then click on “Sign-in fields” tab.

sign in fields

There’s a set of sign-in fields that are available by default:

  • First name
  • Last name
  • Company
  • Address
  • Zip code
  • Phone
  • Here to see
  • City
  • Email

You can add additional, custom, fields on top of the above. You are not required to use most of the default fields, though we recommend using at least the name fields.

Field status

Each field can be set to mandatory, optional, inactive and hidden.

  • Mandatory: Forces the field to be entered by the visitor.
  • Optional: Visitor is not obligated to enter a value for this field.
  • Inactive: This field is disabled and will not be shown to the visitor, nor will it be visible from the website.
  • Hidden: This field will not be shown to the visitor, but it can be used via the website. For instance to leave a remark on a specific visit.

field status

Field type

Each field is configured by type. The following types are available: Text, Checkbox, List, Yes/No, Number, Date.

  • Text: This is a normal text-based field.
    • There is an optional Regular expression value you can configure if you want the value to match. Only available for custom fields.
  • Checkbox: This field can be used to checkmark a sign-in field. Especially handy towards opting in for a newsletter or other communication.
  • List: List of values to be shown to the visitor from which they can select an item.
  • Yes/No: Question type field for which you can answer Yes or No
  • Number: This is a number-based field.
    • There is an optional minimum and maximum value to be configured.
  • Date: Date field which can be used towards selecting a date.

field type