Learn how to create customizable visitor fields in Visitly.
Capture specific, relevant information using custom fields in Visitly. These fields tailor the sign-in process to your unique requirements, enhance data accuracy, and ensure compliance with internal or external regulations.
Create Custom Fields
1. Navigate to Settings > Custom Fields from the Visitly dashboard.
2. Click the Add Custom Field button in the upper right corner.
3. Configure the Custom Field.
Short Name: Enter the name of the custom field (e.g. "Health Declaration").
Field Type: Select the type of input required (date, dropdown, number, text, radio).
Long Display Text: Provide a brief description or instruction that will be displayed during the visitor check-in process.
4. Click Save to save your new custom field
Editing Custom Fields
1. Click the Edit icon next to the field you wish to modify.
2. Make the necessary changes in the Edit Custom Fields dialog.
3. Click Save to apply the updates.
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