A visit type is a separate sign-in flow. Contractors can be asked to accept a safety agreement, deliveries can skip the host notification, and employees can sign in with only a name. Your account starts with a single visit type called “Visitor”, and you can add as many as you need.
Add a visit type
- Go to the Vizito backoffice and select “Account settings” > “Visit types” in the left menu.
- Click “Add visit type”.
- Enter a name. To start from an existing flow instead of an empty one, pick it under “Clone configuration from”.
- Click “Add visit type” to save.
Manage your visit types
The overview lists every visit type in your account. “Active in app” controls whether visitors can pick that type on the tablet, so you can switch a flow off without deleting it and losing its configuration. Drag the handle on the left to change the order visitors see.
Click “Edit” to configure a visit type.
What visitors see
When more than one visit type is active, the Vizito app asks arriving visitors to choose one before it shows any fields.
Each visit type then shows its own fields, agreements and settings.
Configure a visit type
Every visit type is configured on its own set of tabs.
General
Change the visit type name and the welcome and signed out messages. This tab also controls whether the “New visitor” and “Registered visitor” tabs appear in the app, and whether the visitor satisfaction survey, group sign in and automatic signout are enabled.
Sign-in fields
Choose which fields this visit type asks for, and whether each one is mandatory, optional, hidden or inactive. See Sign-in field configuration for what each field type does.
Legal
Enable the signature feature and set it to mandatory or optional. Agreements that visitors have to read or sign are configured under Agreements.
Badge
Enable badge printing on sign-in and set the print orientation. “Badge template” opens the editor where you design the badge this visit type prints. See Configure a badge for the template itself.
Photo
Enable taking a visitor photo during sign-in.
Notifications
Configure the email your visitor receives after signing out.
Remember to click “Save” after changing a tab.