Configuring and Editing Visitor Types

Configuring and Editing Visitor Types

Visitor types can be configured to follow a unique logical flow with specific requirements for data collection. Visitors select from the available visitor types during sign-in. 


The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration.

To configure visitor types:

1) On the Personalization tab, below the list of existing types, click Configure. You see a list of existing visitor types.



2) Click on the Please select box and select one of the pre-defined visitor types (these represent the most common types of visitors). 

Note: If you don’t see the type you are looking for in the predefined list, contact support@ilobby.com.

To edit a visitor type:

1. On the Personalization tab, below the list of existing types, click Configure. You see a list of existing visitor types.

2. Click next to the visitor type.

3. Enter the visitor type's Title: this is the name of the visitor type.

4. Enter the text that should show on the app How may I help you? screen. The text will be shown after "I am...". For example, "a contractor", "making a delivery", etc.

 

5. If more than one language is enabled for your account, you can localize the screen text labels: select the appropriate language from the list (languages are represented by flags). 

 

The English text is translated into the appropriate language: if necessary, you can adjust the translated text and add a screen label for each language.

 

 

It will look the following way on the iPad screen:


6. To have a specific host notified whenever someone of this visitor type arrives, enable Auto assign host and select the appropriate host.



7. To change the order of how the visitor types are displayed on the iLobby app, click on the three lines icon, drag and drop to new locations.


8. To delete a visitor type, click on the next to it.

 

By default, visitors of any type are prompted for their Full Name and Company. If you’d like to add unique fields for a visitor type, contact support@ilobby.com.

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