A visitor agreement is a document, such as visitor guidelines or a non-disclosure agreement, that visitors must accept during check-in. Each visitor type has its own agreement. This article shows you how to set one up.

Before you start

• Select the location in the Vizmo portal first.
• You need permission to update visitor types.
• Availability: if this option is greyed out or missing, contact your Vizmo account manager.

Set up the agreement

1. Open Visitors > Settings > Visitor Types.
2. Select the visitor type and open the Agreement tab.
3. Turn on Visitor Agreement.
4. Turn on Returning Visitor Agreement if returning visitors (those who have checked in before) should accept the agreement on every visit.
5. Choose the Consent Type: Checkbox or Signature.
6. Write or edit the text in Agreement Content. Select Preview to see how it will look.

7. Select Save at the top of the page.
8. If you changed the text or the consent type, Vizmo asks Do you want visitors to accept the agreement again? Choose Yes to ask visitors to accept the updated agreement at their next check-ins, or No to keep earlier acceptances.

Result: visitors of this type see the agreement when it is required.

Things to know

• Checkbox consent applies to touchless check-in (on the visitor's phone). The Vizmo Kiosk always asks for a signature, even when you choose Checkbox.
• The agreement content must contain at least 50 characters to save. If it does not, you see The agreement's content is too short.
• Whether a visitor sees the agreement also depends on whether they have already accepted it, whether you changed it, the returning-visitor setting and any details prefilled by an invite.
• When a visitor accepts the agreement, Vizmo creates a PDF copy of it. If the visitor receives a check-in email, the copy is attached to that email as agreement.pdf.
• Visits that you add yourself with Add Visitor in the portal do not include an agreement step.
• You edit the agreement text in one place, Agreement Content. The Translations tab does not cover the agreement, so the text is the same for every language.

Troubleshooting

• Visitors were not asked to accept the updated agreement: you probably chose No when Vizmo asked Do you want visitors to accept the agreement again? Change the agreement text again, select Save, and choose Yes.

Related articles

• Download a visitor's agreement from the Vizmo portal
• Add and manage visitor types
• Check-in fields: add and manage visitor questions