Custom check-in fields let you collect extra information about each visit. You can add questions that visitors answer when they check in, and questions that hosts answer when they invite a visitor. Admins can edit the answers before or after a visitor checks in.
Set up custom check-in fields
Go to Settings > Visitor Management & Workplace Access.
Select the Configurations tab, then select the configuration you want to update (for example, Vendor).
Select the visitor type tab you want to set up fields for, such as Employee or Guest.
Select Custom Check In Fields.
Turn on Custom check-in fields.
6. Add your fields:
Custom check-in fields for Visitor: Visitors answer these fields when they check in. Select New Field to add a field, then select Save Fields.
Custom check-in fields for Host: Hosts answer these fields when they invite a visitor. Visitors don't see them. Select New Field to add a field, then select Save Fields.
Note: Custom check-in fields are set for each visitor type in a configuration. If you want the same fields for several visitor types, set them up on each tab.
Use custom field answers
Once custom fields are set up, admins can:
Edit answers before or after a visitor checks in.
Export answers with your visitor data. Custom fields are included in visitor exports.
Search for visitors by their custom field answers.
Show custom fields as columns on the All Visitors page by adding them in Customize Columns.
Add a new visitor type
If you need different check-in fields for a new kind of visitor, add a visitor type first.
On the configuration page, select Add Visitor Type.
Enter a Name for the visitor type.
Choose Start with default settings, or Duplicate an existing visitor type to copy the settings from one you already have.
Select Save. The new visitor type appears as a tab next to your existing ones, and you can set up its custom check-in fields.