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Configure Visitor Types and Check-In Settings

Learn how to configure visitor types, set display order preferences, and manage check-in reasons to customize your visitor management workflow in ConciergePad.

Written by Jeanne Glass

Two ways to learn:

  • Launch the guided walkthrough below to follow along in real time.

  • Follow the written steps in this article at your own pace.

Guided Walkthrough:

STEP 1- Clicking the Settings option in the left navigation menu.

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STEP 2- Select the Users & Access tab.

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STEP 3- Click Manage Reasons.

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STEP 4- Enter the new Visitor Check In option, the sort order, then click Add Type.

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STEP 5- You can type in the order # to control each visitor type's spot in the dropdown menu. Make sure to click Update as you make adjustments

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7. In this example, a Visitor will see "Visitor" first on the dropdown, and "Student Checkout" last.

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