Add a walk-in visitor and check them in from the Vizmo portal, for example at a front desk, without using a kiosk.

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

Before you start

• You need a role that can create visitor logs, such as Location Admin or Receptionist.
• Select a location first. The Add Visitor button is not shown in Company View or in the tenant portal.

Check in a visitor

1. Sign in to the Vizmo portal and select the location.
2. Go to Visitors > Visitor Log.
3. Select Add Visitor. The New Visitor Entry panel opens.
4. In Select Purpose, choose the visitor type. The fields below change to match the visitor type, and the required fields are marked.
5. Enter the visitor's phone number. If Allow Email Check-in is on under Visitors > Settings > Check-in (and is not turned off for this visitor type), you can use the Visitor Identifier switch to choose Email and enter an email address instead. Then enter their name and the other details. If Vizmo has seen the visitor before, it fills in their earlier details for you.
6. If the visitor type uses one-time passcodes, a Verify link appears beside the phone number or email address. Select it, enter the 6-digit code the visitor receives, then select Submit. Verification is optional when you add a visitor yourself.
7. If more than one earlier visitor matches, the Select visitor to prefill box opens. Choose the right person, then select Continue without merging, or Merge profiles to add any missing details to that visitor's profile.
8. If the Host field is shown, choose the host the visitor is meeting. It is required unless the visitor type lets visitors skip host selection.
9. If the visitor type asks for a photo or an ID card, or the health declaration is switched on, complete those sections too.
10. Leave Send Notifications ticked if you want Vizmo to notify the host and the visitor. Untick it to check the visitor in without notifications.
11. Select Save Visitor.

Vizmo shows The new visitor has been added successfully, and the visitor appears in the Visitor Log. If an approval applies, the visitor may have to wait for approval. See Set up approvals for visitors and invites.

If the visitor has an invite

Check in invited visitors from the Invites page instead. See Check in an invited visitor from the portal.

Troubleshooting

• Add Visitor is greyed out. Hover over the button for details, or contact your Vizmo account manager.
• You do not see Add Visitor. Your role may not be allowed to create visitor logs, or you are in Company View.
• The Host field is missing. Host selection is turned off for this visitor type. An admin can change it under Visitors > Settings > Visitor Types, on the type's Host Screen tab.
• The form will not save. A required field for the visitor type may be empty, in which case Vizmo shows Please enter the required details. Vizmo also shows a red message when it rejects the entry:
  • Check-in is invite only: Allow Only Invited Visitors is on under Visitors > Settings > Check-in, so only invited visitors can check in. Ask an admin to review the setting, or check the visitor in from their invite. See Configure check-in settings.
  • The visitor is blocklisted: the visitor is on the blocklist, so you cannot add them. Ask your admin if this looks like a mistake.
  • If the visitor already has an active check-in, you cannot add another one.