Configure check-in settings

Configure check-in settings

Check-in settings control who can check in at a location and how: returning visitors, email check-in, invite-only access, touchless check-in on a visitor's own phone and the static QR code. Use this article to set them for a location.

Before you start

  • You need to be a company admin or a location admin to change these settings.
  • Select the location you want to change first. These settings apply to one location at a time.
  • Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Change check-in settings

  1. Open Visitors > Settings > Check-in.

Check-in settings page with the Visitor Check-in Settings and Touchless Check-in Settings cards

  1. In the Visitor Check-in Settings card, choose your options:
    • Allow Returning Visitors: turn on so visitors who have visited before do not need to fill in all their details again and can check in faster.
    • Allow Email Check-in: turn on so visitors can check in with their email when a phone number is not available.
    • Allow Only Invited Visitors: turn on so only invited visitors can check in. Visitors without an invite are rejected with Check-in is invite only, whether they use a Kiosk, touchless check-in or are added from the portal with Add Visitor.
  2. In the Touchless Check-in Settings card, use Enable Or Disable Touchless Check-in And Check-out. When it is turned off, visitors cannot check in using their mobile phones. Other ways to check them in are the Kiosk, guard-assisted check-in, or an authorised staff member using Add Visitor in the portal. The geofencing and static QR code options are hidden while it is off, so a printed static QR code can no longer be used to check in.
  3. If touchless check-in is on, you can turn on Enable Geofencing For Touchless Check-in and set Geofence Radius (Meters). Visitors must then share their location and be within that distance of the location to check in. The switch stays disabled until the location has coordinates, so add them in the location's details first. The radius field appears once coordinates exist.
  4. Also with touchless check-in on, you can turn on Static QR Code so visitors can scan a printed code and check in on their own phone without a Kiosk. Choose Static QR Code Validity (In Days): Never Expires, 1 Day, 3 Days, 7 Days or Custom. A static code is less secure than the Kiosk code, so set a short validity. When the code expires, come back here and generate a new one.
  5. Select Save. If you turned on the static QR code, the code now appears on the right. Use Print to print it or Refresh QR Code to replace it.

Static QR Code card with the Refresh QR Code and Print buttons

For the full static QR code guide, see Set up a static QR code.

Checking out on a visitor's phone also needs Visitor Self Check-out to be on in Visitors > Settings > Check-out, and not turned off for the visitor's type. See Configure check-out settings.

What visitors see with geofencing on

On the touchless page the visitor is asked to share their location. If they decline, their device cannot get a location, the request times out, or they are outside the radius, the page shows a message with a Try again option and a Cancel check-in option.

Troubleshooting

  • The geofencing switch is disabled. The page shows Add coordinates in Location Settings before requiring location for touchless check-in. Add the location's coordinates, then return to this page.
  • A visitor is told they are outside the allowed area. They must be within the configured radius. Check the location's saved coordinates and the radius.
  • A visitor cannot check in because they were not invited. Allow Only Invited Visitors is on. Send them an invite first.
  • Visitors cannot check in on their phones. Touchless check-in may be turned off.
  • A setting here does not match what a visitor type does. A visitor type can override location check-in settings in its Override Settings tab. See Add and manage visitor types.

Additional steps such as photo, agreement and notifications depend on the visitor type. Visitors who use touchless check-in can follow Check in with touchless check-in.