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Visitor Check-in Settings

Learn how to select which information is Mandatory or Optional for Visitors checking into a building

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Visitor Management allows District and Building Admins to select which information must be provided by a visitor before completing their check-in and entering the building. See below for details on how to set specific visit details as Mandatory or Optional:

  1. Log into Visitor Management as a District Admin or Building Admin 
  2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
  3. Navigate to the Visitor Check-in Settings tab

Visitor Check-in Settings

  1. Users can toggle between the Mandatory and Optional buttons for each of the visit details below, to ensure the necessary information is provided by a visitor before completing their check-in:
    1. Visitor Type - always set to mandatory by default
    2. Reason for Visit - always set to mandatory by default
    3. Destination 
    4. Who are you Visiting 
    5. Mobile Number 
  2. District Admins can save and apply these settings to all schools in the district
    1. District Admins can also toggle on the Prevent School Overrides option to ensure that these settings are not changed by a Building Admin at a later date
  3. If Prevent School Overrides is disabled, Building Admins will have the ability to update and save the preferred settings for their school

Note: The settings saved on this page will apply to all visitor check-ins completed on Self-Serve and Staff-Assisted stations. 

 

 

visitor settings check-in settings visitor details visit details

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