Visit Options
Learn how to add and edit Visitor Types and Reasons for Visit
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District and Building Admins can set up the Visit Options for the district or buildings. To access the Visit Options page and set the needed settings, follow the below steps:
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Visit Options tab
Visitor Type Options
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Add a New Visitor Type:
- Click on the + Add Custom option to add a new Visitor Type
- District Admin - User can add custom Visitor Types to display in all buildings in the district
- Building Admin - User can add custom Visitor Types to display in their building only
- Add the needed Visitor Type and click Add
- Click on the + Add Custom option to add a new Visitor Type
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Edit an Existing Visitor Type:
- Click the Pencil button on the needed Visitor Type
- Make the needed edits
- Note: Editing a Visitor Type that has already been used will edit all past events where it was used
- Click Edit to save changes
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Delete an Existing Visitor Type:
- Click the Trash button on the needed Visitor Type
- Note: Visitor Types that have already been used cannot be deleted
- If the Visitor Type has not been used previously by any visitors, the user will be asked to confirm the deletion
- Click Yes to confirm the deletion
- Click the Trash button on the needed Visitor Type
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Enable/Disable an Existing Visitor Type:
- Click the Enabled/Disabled Toggle on an existing Visitor Type to enable or disable
- If disabling a Visitor Type that is already in use:
- The user will be asked to confirm the action and needs to click Continue to complete the disabling
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Set if a badge needs to be printed for an Existing Visitor Type:
- Check/uncheck the Print Badge checkbox to set if a badge needs to be printed for a specific Visitor Type. The Print Badge checkbox is checked by default for all new Visitor Types.
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Reorder the list of Visitor Types:
- Drag and drop any Visitor Type on the list to update the order displayed during a visitor check-in (Staff-Assisted and Self-Serve)
Prevent School Overrides
If all schools will have the same Visitor Types, then the Prevent School Overrides setting needs to be toggled on. If all schools will not have the same Visitor Types, then the Prevent School Overrides setting needs to be toggled off. Toggling this setting off allows Building Admins to set their needed Visitor Types.
Reason for Visit Options
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Add a New Reason for Visit:
- Click on the + Add Custom option to add a new Reason for Visit
- District Admin - User can add a custom Reason for Visit to display in all buildings in the district
- Building Admin - User can add a custom Reason for Visit to display in their building only
- Add the needed Reason for Visit and click Add
- Click on the + Add Custom option to add a new Reason for Visit
-
Edit an Existing Reason for Visit:
- Click the Pencil button on the needed Reason for Visit
- Make the needed edits
- Note: Editing a Reason for Visit that has already been used will edit all past events where it was used
- Click Edit to save changes
-
Delete an Existing Reason for Visit:
- Click the Trash button on the needed Reason for Visit
- Note: Reason for Visit options that have already been used cannot be deleted
- If the Reason for Visit has not been used previously by any visitors, the user will be asked to confirm the deletion
- Click Yes to confirm the deletion
- Click the Trash button on the needed Reason for Visit
-
Enable/Disable an Existing Reason for Visit:
- Click the Enabled/Disabled Toggle on an existing Reason for Visit to enable or disable
- If disabling a Reason for Visit that is already in use:
- The user will be asked to confirm the action and needs to click Continue to complete the disabling
-
Reorder the list of Reason for Visit Options:
- Drag and drop any Reason for Visit on the list to update the order displayed during a visitor check-in (Staff-Assisted and Self-Serve)
Prevent School Overrides
If all schools will have the same Reason for Visit options, then the Prevent School Overrides setting needs to be toggled on. If all schools will not have the same Reason for Visit options, then the Prevent School Overrides setting needs to be toggled off. Toggling this setting off allows Building Admins to set their needed Reason for Visit options.