Visitor types let you set different check-in requirements for different kinds of visitors, such as guests, contractors or interviewees. Each location has its own visitor types.

Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Before you start

• Select the location whose visitor types you want to change.
• You need permission to create or update visitor types.

Add a visitor type

1. Sign in to the Vizmo portal and select the location.
2. Go to Visitors > Settings > Visitor Types. The page is titled Customize Your Visitor Types.
3. Select Add Visitor Type. The New Visitor Type dialog opens.
4. Enter a Visitor Type Name. To start from an existing setup, choose a type under Copy Settings From. The new type gets a copy of everything set on that type's tabs.
5. Select Create, or Cancel to close the dialog. Vizmo creates the visitor type and opens its settings page.
6. Set the check-in requirements on the tabs of that page, then select Save at the top of the page.

After you save, Vizmo shows a message such as Contractor visitor type has been saved successfully. The new type is created as enabled and is added at the end of the list, so it is available for check-in and invites when it is shown.

Change an existing visitor type

1. Go to Visitors > Settings > Visitor Types and select the pencil icon (Edit) beside the visitor type.
2. Choose a tab on the left, make your changes, and repeat on other tabs if needed.
3. Select Save at the top right. Vizmo saves all tabs together and shows the same success message. If a tab has a problem, Vizmo opens that tab so you can fix it.
4. Use the back arrow to return to the list.

If you only have view access, you see an eye icon (View) instead of the pencil, and there is no Save button.

What you can set for each visitor type

The settings page has these tabs. The Save button is not shown on the Custom Pages tab, because each custom page is saved on its own.

Tab	What it controls
General	The visitor type name, which you cannot change here, and the order of the check-in pages. The first pages (phone, visitor type, phone verification, tenant and host) are fixed. You can drag Check-in Fields, Health Declaration, Agreement, ID Card, Photo and any custom pages into the order you want.
Phone Screen	Whether visitors verify their phone number or email address with a one-time code (OTP). The tab is called Phone / Email Screen when email check-in is on. See Set up OTP verification for visitors.
Host Screen	Whether visitors choose the employee they are visiting, whether they can skip that step, and who is told if they do. See Set up the host screen for a visitor type.
Check-in Fields	The questions visitors answer. See Check-in fields: add and manage visitor questions.
Agreement	The agreement visitors accept. See Set up a visitor agreement.
ID Card	Whether visitors provide an ID. See Customise ID card types.
Photo	Whether visitors are asked for a photo. See Enable visitor photo capture.
Badge	Printed and digital badges. See Set up printed and digital badges.
Notifications	Whether visitors and hosts are notified, and who else receives forwarded emails. See Set visitor and host notifications.
Override Settings	Replaces the location's settings for this visitor type only: returning visitors, email check-in, visitor self check-out, overstay notifications, the check-out page, visitor feedback and the health declaration. Select Click to override on a setting to change it.
Translations	Translated text for this visitor type, for each language enabled for the location: its name, the host screen text, ID card types, check-in fields, the check-out page and custom pages. The agreement text is not translated here.
Custom Pages	Extra forms in the check-in flow. You can add up to five. See Add and manage custom pages for a visitor type.

How a visitor moves through check-in

A visitor first enters their phone number or email address and chooses a visitor type. They then verify a one-time code if that is switched on, choose a tenant if your location uses tenants, and choose a host. The pages you can reorder on the General tab come after that. Steps can be skipped when your settings, or details already filled in from an invite, allow it. A returning visitor may still repeat steps that their visitor type requires.

Settings that apply to every visitor type at the location, such as Allow Returning Visitors, Allow Email Check-in and Allow Only Invited Visitors, are under Visitors > Settings > Check-in. See Configure check-in settings.

Show, hide, reorder or delete visitor types

• Use the Show toggle to control whether a type is available. At least one type must stay enabled. A hidden type keeps all its settings, and visitors see it again when you turn Show back on, so hide a type rather than delete it if you may need it later. A hidden type is also not offered under Supported Visitor Types in the self-invite settings.
• Drag a type by its handle to change the order. Visitors see the enabled types in this order.
• Select Save on the Visitor Types page to keep your Show and order changes. Vizmo shows Visitor types saved successfully.
• To remove a type you no longer need, select its delete icon, then select Delete in the Delete Visitor Type dialog. Vizmo shows Visitor type deleted successfully. You cannot delete the default Visitor type, and you cannot delete a type if no other enabled type would remain.
• Save any Show or order changes before you delete a type. The list reloads after a delete, so unsaved changes are lost.
• You cannot rename a visitor type. To use a different name, create a new type and choose the old one under Copy Settings From.

Troubleshooting

• Add Visitor Type is greyed out: your location has reached its limit on visitor types. Contact your Vizmo account manager.
• Add Visitor Type is not shown: your role does not allow creating visitor types.
• Vizmo says "At least one visitor type must be enabled.": you tried to hide the only visible type. Turn on Show for another type first.
• Vizmo says "At least one visitor type must be enabled in order to delete this visitor type": turn on Show for another type and save, then delete this one.
• A type still appears to visitors, or the order did not change: select Save on the Visitor Types page. The Show toggle and the order are only stored when you save the list.
• You see an eye icon instead of the pencil, or there is no Save button: your role only allows viewing visitor types. Ask an admin who can update them.