Check-in fields: add and manage visitor questions
Check-in fields are the questions a visitor answers when they check in. Each visitor type has its own fields. For example, contractors can be asked different questions from guests. This article shows you how to add, change and reorder those questions.
Choosing who the visitor is meeting is set separately, on the visitor type's Host Screen tab.
Before you start
- Select the location in the Vizmo portal first.
- You need permission to update visitor types. Without it, the editor is read-only.
- Availability: if this option is greyed out or missing, contact your Vizmo account manager.
Add or edit a field
- Open Visitors > Settings > Visitor Types and select the pencil icon beside the visitor type.
- Open Check-in Fields. The editor separates the built-in Basic Fields, such as First Name and Last Name, from your own Additional Details.
- Add a question from the toolbox on the left. New questions go in Additional Details. Select the question to edit its title, choices and the options available for that type.
- Use a clear title that tells the visitor what to enter. Turn Required on if the visitor must answer it.
- Drag your own questions into the order you want. Custom questions in Additional Details can change type where the editor offers that option. Built-in fields cannot be renamed, removed, moved or changed to another type.
- Open Preview, enter sample answers and try completing it with a required answer missing. Select Preview Again after completing it to test another case.
- Select Save at the top of the visitor type page.
Result: you see <visitor type> visitor type has been saved successfully. The change applies to that visitor type.
Visitor field options
Select a question that takes an answer to set these options. A panel only groups questions, so set the options on the questions inside it.
| Option | What it does |
|---|---|
| Required | Requires an answer before the form can be completed. |
| Show in Email | Includes the answer in the visitor email details. Select at most three non-default fields across Check-in Fields and all custom pages together. |
| Show on Badge | Includes the answer on the visitor badge. Select at most two non-default check-in fields. This option is not available on custom pages. |
| Hide for Visitors | Hides the field from visitor and Kiosk flows. |
| Prefill this field (with data from the previous visit) | Reuses the previous visit's answer when matching data is available. It does not guarantee that a previous answer exists. |
| Read-only for Visitors | Lets visitors and Kiosk users see the field without changing it. |
Required, Hide for Visitors and Read-only for Visitors cannot be turned on together for the same question. Turn off the conflicting option first. First Name and Last Name are locked; other built-in fields show only the options they allow.
Advanced questions and preview
You can use text and choice questions, file uploads, date and time inputs, grids (matrices), panels and repeated panels. Check-in Fields has no Logic tab, and its preview shows every configured question on one page, including fields that are hidden in the visitor flow. For question types, logic rules and the preview in detail, see Use advanced questions, logic and preview in the form creator.
Troubleshooting
- Saving fails because a title is missing: add a title to every question, and add at least one question inside each repeated panel.
- A maximum of three fields can be shown in email. Count the selected fields across Check-in Fields and custom pages together, then turn off the extra ones.
- A maximum of two fields can be shown on badges. Turn Show on Badge off on an extra custom check-in field.
- Vizmo opens another tab when you save: fix the problem shown there and select Save again.
Things to know
- When an invite already contains a visitor's details, some questions can be skipped during pre-registration.
- A licence number or similar extra detail is not a built-in field. Add it as a question under Additional Details.
To create the visitor types themselves, see Add and manage visitor types.