Visitor check-in reasons are essential for tracking and managing visitor activities in your organization. Visitu provides flexibility and control by allowing you to customize and manage these check-in reasons. This guide walks you through the simple steps of modifying, adding, and removing custom visitor check-in reasons in Visitu.
Modifying and Removing Custom Check-In Reasons
Adding a New Reason
Click the "New" button within the Custom Check-In Reasons panel.
Enter the new reason name in the provided field.
Specify associated roles, notifiables, start time, and expiration time.
Click "Save" to add the new check-in reason.
Modifying Existing Reasons
Locate the reason you want to modify in the table.
Click the pencil icon next to the reason to edit its details.
Make the necessary changes and click "Save" to update the reason.
Removing a Reason
Find the reason you want to remove in the table.
Click the trash icon to delete the reason.
Confirm the deletion when prompted.
Additional Settings
Explore these additional settings for a more tailored check-in process:
Reason or Host Prompt: Prompt for a reason during visitor and host check-in.
Required Field: Make the reason field mandatory during check-in.
Take Photos: Capture visitor photos during check-in.
Face Match: Enable facial recognition for identity verification.
ID Scan Confidence: Specify which side(s) of the driver's license should be scanned.
Mobile Self Check-In: Allow users to check themselves in using the Visitu mobile app.
Editing Check-In Reasons
Overview
The "Edit Check-In Reason" page allows you to customize and modify the details of a check-in reason. Follow these simple steps to make changes to the check-in reason settings.
Steps
Name:
Locate the "Name" field and enter the desired name for the check-in reason.
Date Range:
Specify the date range for the check-in reason by selecting the "Starts At" and "Ends On" dates.
Time Range:
Set the start and end time for the check-in reason using the "Start Time" and "End Time" fields.
Integration Type:
Choose the integration type from the available options in the dropdown menu.
Limit to Roles:
Select the relevant roles for this check-in reason. You can search for specific roles and choose them accordingly.
Who to Notify:
Determine who should be notified for this check-in reason by selecting the appropriate roles or users. You can search for them and add them to the list.
Note: All users in the selected roles will be notified, and guardians of students will be notified by default.
Review:
Double-check the information you entered to ensure accuracy.
Submit:
Click the "Submit" button to save your changes.