Learn how to add, update, and manage visitor types in Visitly. 

Capturing accurate information from each visitor is essential for a secure and efficient workplace. With Visitly's customizable visitor types, you can create tailored sign-in flows that align with each visitor's purpose, ensuring seamless and secure access to your premises.

Adding A Visitor Type

1.  Navigate to Locations and select Edit on the desired location.
2.  Click Visitor Types in the left panel.
3.  Click Add New in the top right-hand corner. 

4.  Enter a Visitor Type name (e.g., Contractor, Guest, Delivery).

5.  Choose Legal Documents, Photo/ID Capturing, Badge Printing, and WiFi Credentials as needed.

6.  Add a Welcome Message, instructions for Watchlist alerts, or a Video URL.

7.  Customize Sign-In Fields by choosing from available standard or custom fields.

• Fields can be set as Enable, Mandatory, or Editable. 

• Editable means visitors can update the information themselves at the Kiosk or when pre-filling their data. 

• Drag and drop fields to reorder. 

 ⭐ Note:  Both Standard Fields and Custom Fields support these configurations. To add custom fields for your visitor types, you’ll need to create them first. Refer to our article on Custom Fields. Once created, they can be applied in Visitor Types and Pre-registration. See our article on Custom Fields.

8.  Click Save to apply your settings.

Pre-registration Fields

Along with Visitor Sign-In, you can now manage fields separately for Pre-registration. Each field includes two toggles: 

• Enable – Show the field on the Pre-registration page. 

• Mandatory – Make the field required for completing Pre-registration. 

These controls are reflected in both the My Visitly App (for admins) and for Hosts creating Pre-registrations.   

Standard Fields That Support Configuration 

The following standard fields support Enable, Mandatory, and Editable settings: 

• Full Name

• Host 

• Company Name

• Email 

• Phone Number 

Enterprise Plan (Mega Location Features only): 

• Point of Entry

• Building Name

• Parking Lot

Modifying Visitor Types

1.  Navigate to Locations and select Edit on the desired location.
2.  Click Visitor Types in the left panel.

3.  Select the visitor type you want to view or edit.

4. Update fields as needed in the Update Visitor Type popup.

5.  Click Update to save changes.

Managing Visitor Type Features

Activate/Deactivate Visitor Types

• Use the toggle in the Status column to enable or disable specific visitor types.

Capture Visitor ID

• Toggle the option in the Capture Visitor ID column to activate or deactivate ID collection.

Photo and Badge Printing

• Adjust the toggle for Photo capture and Badge printing in each visitor type’s configuration.

Delete a Visitor Type

• Toggle the Status option to disable the visitor type. Click the red trash can icon and type DELETE to finalize the action.