Set up printed and digital badges

Set up printed and digital badges

A badge is the visitor's identification for the visit. This article explains the two kinds of badge Vizmo supports and shows you how to turn them on for a visitor type.

  • Printed badge: a print job is sent to the Vizmo Kiosk that is connected to a printer at your location, and the badge is printed there.
  • Digital badge: a badge link included in the visitor's check-in notification, so they can open it on their phone. The visitor's visit page can also show the badge and its QR code.

You choose which of these a visitor gets for each visitor type.

Before you start

  • Select the location in the Vizmo portal first, and use an account that is allowed to update visitor types.
  • For printed badges, add the printer under Devices > Printers and connect it to a Kiosk at the location. See Add a printer.
  • For digital badges, visitor notifications must be turned on for the visitor type, and SMS, email or WhatsApp must be enabled for visitor notifications at the location.
  • Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Turn badges on for a visitor type

  1. Open Visitors > Settings > Visitor Types and select the pencil icon beside the visitor type.
  2. Open the Badge tab.

Visitor type Badge tab with Print Badges, Digital Badges and Custom Badge Message

  1. Turn on Print Badges if visitors of this type should get a printed badge.
  2. Turn on Digital Badges if you want a digital badge link included in the visitor's notification.
  3. Optional: write a Custom Badge Message. It is shown on the digital badge page and in the visitor's check-in email. It is not printed on the badge.
  4. Save the visitor type.

What appears on the badge

  • The badge shows the visitor's details for the visit, such as name, company, photo, host, visitor type, check-in time and QR code.
  • Check-in fields that you mark Show on Badge are added too. You can mark up to two non-default fields. See Check-in fields: add and manage visitor questions.

What to expect

  • A print job is created for the visit and sent to the Kiosk that is linked to the printer. You can review a visit's print jobs in the visit record.
  • No print job is created while the visit's approval is pending, rejected or has had no response.
  • A digital badge link is sent only for a completed check-in whose required approvals are granted, to visitors who have valid contact details. Where WhatsApp is enabled and the visitor has a phone number, WhatsApp can carry the link. See Manage location notifications.
  • The link opens the visitor's visit page, which shows their timeline and their badge with your custom message. If self check-out is turned on for the location, and the visitor type does not turn it off, the page also lets the visitor check out.
  • Where it is shown, users with the right access can also use the Print Badge action from an invite's attendee list or from the visit.

Troubleshooting

  • The badge does not print. Check that Print Badges is on for the visitor type used, that the visit is not still waiting for approval, and that the Kiosk and printer are connected. Check the printer's status and any error message under Devices > Printers. If the label roll is empty or jammed, see Install or change the label roll in a printer.
  • The visitor did not get a digital badge. Check Digital Badges, Visitor Notifications, the approval status, the visitor's contact details and the visitor notification channels enabled at the location.

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