Skip to main content
Visitor check-out flow

When the visitors check themselves out, theyโ€™ll go through your customized check-out flow. Learn more below!

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

If your property uses Genea Visitor Management System, you might invite the visitors for a meeting, interview, general visit, etc. Hence itโ€™s important to create a positive workplace experience and recollect the visit experience.

Genea allows location admins to add custom questions to the check-out flow. You can also create any number of customized check-out fields, such as:

How was the visit experience?

Reason for the rating

Date of next visit

Anything, really! If you need it, you can capture it.

CUSTOM CHECK-OUT FIELDS
โ€‹
โ€‹

With Genea, you have 4 different types of custom fields that you can create. They are:

  1. Text - this type of field will provide visitors with a keyboard that they can use to type out information, such as a company name or address.

  2. Date - this type of field will provide visitors with a calendar that they can use to select a specific date, such as the date of visit.

  3. Multi Selection - this type of field will provide visitors with multiple responses that they can select to answer a question. With multi-selection, visitors can select multiple options from the list.

  4. Single-Selection - this type of field will provide visitors with multiple responses that they can select from to answer a question. With a single selection, visitors can only select a single option from the list.

How to Create Custom Check-out Fields

1) Navigate to Visitor Management > Visitor Flow from your Genea admin dashboard. Click on the specific โ€˜Visitor Typeโ€™ and go to the "Check-Out Fields" tab.
โ€‹
โ€‹

2) To create a custom check-out field, click on the โ€˜Add New Fieldโ€™ drop-down bar, and select the type of field that you would like to create.
โ€‹
โ€‹

Text Fields

If creating a text field, input the name of the field and click โ€˜Save.โ€™ Once created, your visitors will be prompted to type in a response to the field when checking out from your property.
โ€‹
โ€‹

Date Fields

If creating a date field, input the name of the field and click โ€™Save.โ€™ Once created, your visitors will be prompted to select a date from a calendar for the field when checking out from your property.
โ€‹
โ€‹

Single & Multi Selection Fields

If creating a multi-selection or single selection field, input the name of the field, then click the โ€˜Add optionโ€™ button to create multiple answers for visitors to choose from when checking out from your property. Once all options have been created, click โ€™Save.โ€™ Once created, your visitors will be prompted to select either a single answer or, if needed, multiple answers for the field when checking out from your property.
โ€‹
โ€‹

After creating your check-out flow, your flow should immediately reflect what youโ€™ve designed in your Genea dashboard.
โ€‹
When visitors will check out, either from the iPad or from their own device, they will be prompted with customized check-out flow questions.
โ€‹

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?