Visit Options
Learn how to add and edit Visitor Types and Reasons for Visit
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:
- Hover over the needed Visitor Type and click on the Pencil icon
- 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:
- Hover over the needed Visitor Type and click on the Trash icon
- 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
- Hover over the needed Visitor Type and click on the Trash icon
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Disable an Existing Visitor Type:
- Uncheck the needed Visitor Type to disable
- If the Visitor Type is already in use, the user will be asked to confirm the disabling and needs to click Continue to complete the disabling
- Uncheck the needed Visitor Type to disable
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Enable an Existing Visitor Type:
- Check the needed Visitor Type to enable
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:
- Hover over the needed Reason for Visit and click on the Pencil icon
- 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:
- Hover over the needed Reason for Visit and click on the Trash icon
- Note: Reasons for Visits 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
- Hover over the needed Reason for Visit and click on the Trash icon
-
Disable an Existing Reason for Visit:
- Uncheck the needed Reason for Visit to disable
- If the Reason for Visit is already in use, the user will be asked to confirm the disabling and needs to click Continue to complete the disabling
- Uncheck the needed Reason for Visit to disable
-
Enable an Existing Reason for Visit:
- Check the needed Reason for Visit to enable
Prevent School Overrides
If all schools will have the same Reasons for Visits, then the Prevent School Overrides setting needs to be toggled on. If all schools will not have the same Reasons for Visits, then the Prevent School Overrides setting needs to be toggled off. Toggling this setting off allows Building Admins to set their needed Reasons for Visits.