Check-out settings control how visitors are checked out, whether hosts can end a visit, reminders for visitors who have not checked out, an optional feedback form, an optional check-out page and overstay alerts. 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-out settings

1. Open Visitors > Settings > Check-out.

2. In the Visitor Check-out Settings card:
   • Visitor Self Check-out: turn on to allow visitors to check themselves out, subject to the visitor type's override and completion of required approvals. Checkout on the visitor's own phone also needs touchless check-in turned on and an available visit QR code. If it is off, someone with permission to check visitors out, such as the host or front-desk staff, needs to check them out.
   • Auto Check-out Visitors: turn on to check out eligible newly checked-in visitors automatically at midnight in the location's time zone. Use Excluded Visitor Types for Auto Check-out to choose visitor types that should not be checked out automatically.
3. In the Visit End Settings card:
   • Enable Visit End: turn on to let hosts end a visitor's meeting without checking the visitor out.
   • Grace Period: set the minutes (0 to 1440) the visitor has to check out after a host ends a visit, before reminders are sent. Enter 0 to send reminders immediately.
   • Notify Visitor and Notify Host: choose who receives the pending check-out reminder.
   • Additional Reminder Recipients: select Add Employee to choose up to 3 more employees.
4. In the Visitor Feedback Settings card:
   • Visitor Feedback: turn on to show a feedback form at check-out, then select Edit Feedback Form to change it.
   • Check-out Page: turn on to show a configurable page before a visitor checks out, then select Edit Check-out Page. Only one check-out page can be set up for a location.
5. In the Overstay Notification Settings card:
   • Overstay Notifications: turn on to send notifications when a visitor stays too long.
   • Allowed Stay Duration: enter the hours after check-in when a visitor counts as overstaying.
   • Host Overstay Notifications: turn on to notify the host as well.
   • Select Employees You Wish To Be Notified Of Overstayed Visitors: select Add Employee to choose up to 3 employees.
6. Select Save at the top right of the page. Wait for Settings saved successfully.

For more on overstay alerts, see Monitor overstaying visitors.

Edit the feedback form or check-out page

1. Under Visitor Feedback Settings, select Edit Feedback Form or Edit Check-out Page. A form editor opens.
2. Give the page a title and add at least one question. Select each question to edit its title, choices and the Required setting.
3. Optional: use Logic to show, hide or require a question depending on an earlier answer.
4. Open Preview and enter sample answers to test the form.
5. Select the editor's Save (feedback form) or Save Page (check-out page). This saves the form and the current check-out settings together, so review any other changes on the page first.

Preview does not save your settings or check a visitor out. Closing the editor without saving does not keep your changes to the form. For question types, logic rules, preview and the limits that apply, see Use advanced questions, logic and preview in the form creator.

If only one visitor type needs a different form, open that type's Override Settings tab and use Click to override for Visitor Feedback or Check-out Page. Set up its form there rather than changing the location default.

Things to know

• Ending a visit is not the same as checking the visitor out. Look at the check-out time and status in the visit record to confirm.
• A visitor type can override these location settings in its Override Settings tab.
• Auto check-out and overstay timing are set when a visitor checks in, so a change applies to visitors who check in after you save it.
• Once a visitor has been checked in for longer than the Allowed Stay Duration, they are marked as overstayed and the people you selected are notified.

Troubleshooting

• The Save button is missing. You do not have permission to update settings. Ask a company admin or location admin.
• "Please add fields to feedback form or disable visitor feedback." Visitor Feedback is on, but the feedback form has no questions. Select Edit Feedback Form and add at least one question, or turn Visitor Feedback off.
• "Please configure the check-out page or disable it." Check-out Page is on, but the page has no questions. Select Edit Check-out Page and add at least one question, or turn Check-out Page off.
• "Please enter the required details." A required value is missing or out of range. Grace Period must be 0 to 1440 minutes, and Allowed Stay Duration must be at least 1 hour.
• Add Employee is greyed out. Three employees are already selected in that list. Remove one first.
• A visitor cannot check themselves out. Check Visitor Self Check-out, the visitor type's override and whether all required approvals are complete. For checkout on their own phone, also check that touchless check-in is turned on and the visit has a QR code.
• A visitor was not automatically checked out. Their visitor type may be in the excluded list, or automatic checkout may not have been turned on when they checked in. The automatic checkout is arranged at the moment of check-in.