How to customize Host Screen

How to customize Host Screen

The host screen is the step where a visitor says who they are meeting. Use these settings to ask visitors to choose a host, change the prompt they see, let them skip the step, and decide who is told when they do.

Before you start

  • Select the location in the Vizmo portal first.
  • You need permission to update visitor types. Without it you can view the settings but not change them.
  • Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Change the host screen

  1. Sign in to the Vizmo portal, open Visitors > Settings > Visitor Types and select the pencil icon (Edit) beside the visitor type.
  2. Open the Host Screen tab.
  3. Turn Host Selection on if visitors should choose the employee they are meeting. If it is off, visitors are not asked for a host and the visit has no host.
  4. Edit Display Text, the text visitors see on the host step. It can be up to 300 characters.
  5. Optional: turn Skip Host Selection on if visitors may continue without choosing a host. A Skip button then appears on the host step.
  6. If you turned on Skip Host Selection, choose a Fallback Host: the employee who is notified when a visitor skips the host step.
  7. Select Save at the top right.

Host Screen tab with Host Selection, Display Text, Skip Host Selection and Fallback Host

Result: you see <visitor type name> visitor type has been saved successfully. New check-ins of that type use the new host screen.

How skipping works

  • If a visitor skips and you set a Fallback Host, that employee is treated as the host for the visit and receives the host notifications.
  • If a visitor skips and there is no Fallback Host, the visitor is checked in without a host and no one is notified.
  • If your location uses tenants and the visitor chose a tenant, skipping uses that tenant's contact person instead of the Fallback Host. If the tenant has no contact person, the visitor is checked in without a host.
  • The Fallback Host is only used when Skip Host Selection is on. With Host Selection off, there is no host step to skip.

Troubleshooting

  • Visitors are not asked for a host. Check that Host Selection is on for the visitor type the visitor chose. Invited visitors are not asked for a host, because the invite already names one.
  • A visitor cannot find their host. On touchless check-in, visitors must type at least three letters of the name. Also check that the employee is not set to Hide This Employee From The Host List in their employee details.
  • The host did not get a message. Check that host notifications are on for the visitor type. See Set visitor and host notifications.
  • Display Text will not save. It can be at most 300 characters. Shorten it and save again.

Should I set a fallback host?

Set one if you allow skipping and still want someone to be told that a visitor arrived, for example reception.

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