Setting up visitor types

This article outlines how to set up different check-in flows by adding visitor types.

Ankita Chakraborty avatar
Written by Ankita Chakraborty
Updated over a week ago

Adding the visitor type

To create a visitor type, follow the below steps:
​
1. Navigate to Visitor Management > Check-in flow from your admin dashboard. Click on "+Add".


​

2. Enter the Visitor type name and description. Click "Save".

NOTE: The name of the default visitor type "VISITOR" cannot be edited. It cannot be deleted as well. However, you can customize the check-in flow for the type.


​

Learn more on configuring the check-in flow of the visitor type.

Managing the visitor type

Cloning a visitor type:

Cloning a visitor type allows you to copy all the questions and settings to another visitor type. To clone a type:

1. Click on the Actions dropdown, you will see an option to Clone the visitor type.

2. Once you click on clone, you'll be prompted to name and add a description to the type. Click Save.
​
​

A visitor type can also be cloned from inside the check-in flow.
​
​

Editing a visitor type:


For changing the visitor type name and description, click on Edit under Actions.
​
​

To edit the questions or settings of the visitor type, click on the name of the visitor type.
​
​

Deleting a visitor type:

To remove a visitor type, click Delete from Actions.
​
​

Please note on deleting a visitor type, all open invites from the specific visitor type will still continue with its check-in flow. You will not be able to create any new invite using the visitor type.
​
​

Customizing the settings for the visitor type

To edit the settings for the visitor type, navigate to the Settings tab.
​
​Settings to show visitor type for walk-in visitors:
​
Visitor types with this setting as ON will display be displayed on iPad and touchless walk-ins.
​
Visitor types with this setting as OFF will not display be displayed on iPad and touchless walk-ins.
​

The display name is what visitors will see on the screen when they walk in. You can use the same name of visitor type or a custom one.


​

Setting up door access for visitors
​
Learn more about this setting here.

Setting to allow the creation of multi-day visits
​
Learn more about this setting here.

If you have any questions about this feature or have any other requests, please reach out to acsupport@getgenea.com.

Did this answer your question?