Configuring Custom Visitor Types in VisitorOS

Custom Visitor types can be created and configured to follow a unique sign-in flow.  Visitors can select their applicable visitor type during sign-in ensuring any specific requirements are met based on type of visitor they are (i.e. employee, contractor, customer, etc.)

 

Configuring Custom Visitor Types

Custom Visitor Types are configured in VisitorOS at the Site level. To access this feature, log in to VisitorOS, select the Settings icon, then select Sites. Select the site you are looking to configure, then navigate to the Personalization tab.

You will see the option to configure additional Visitor Types, as shown below. Select Create New Visitor Type to activate the menu.

 

Custom Visitor Type Settings Explained

Title: This is the name of the custom visitor type. Examples of titles could be contactor, employee, auditor, inspector, etc.

Screen Label: This is how the visitor type will be displayed on the iLobby kiosk during the sign-in process. Note that the screen label begins with the words "I am..." by default, so you only need to input the text to display afterwards.

Hide on Devices: When toggled on, this visitor type will not be available for kiosk sign-ins, but it will still be available for other channels, such as event invitations and pre-registration.

Auto-Assign Host: This setting always assigns visitors of this type to a specific host. Note that the visitor can still edit their host on the kiosk, but the auto-assigned host will be pre-populated as the default option.

Badge Header Color: If this visitor requires a physical badge, you can customize the header color for the badge by selecting the color from the list as shown below:

 

 

To Save all Changes select , then ensure you also select on your updated list of Visitor Types before navigating away.

That's it!  Your custom Visitor Type has been created and is ready to use. Need to update the configurations for an existing Visitor Type? See Editing Existing Visitor Types for a step-by-step walkthrough.  If you have any questions, please reach out to our team at support@ilobby.com, we're here to help!

 

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