We know that not all offices have the same visitor management requirements or policies, so Envoy Visitors is fully flexible to meet your needs.
The visitor types feature allows you to create multiple, custom sign-in flows based on Visitor types. For example, do you need to print badges for interview candidates but not for vendors? Capture photos for meeting attendees but not for friends and family? Collect different sign-in information for event attendees than contractors? With visitor types, that’s possible!
How visitor types work
When a visitor approaches the iPad, they’ll tap the “Tap to sign-in” button. After adding their name, the kiosk will ask them what kind of visit they are here for. They’ll then tap on a visitor type (such as meeting, interview, contractor, etc; these are up to you). Depending on which visitor type they choose, they’ll continue with that custom sign-in flow.
If you have multiple visitor types configured, you can choose which ones to display on your iPad at any given time. For example, you could display an “Event” visitor type only on days you have events.
Benefits of using visitor types
Gives you more flexibility to customize your sign-in flows.
Ensures that visitors provide the correct information based on their Visitor type.
Customizing the sign-in flow
All visitors will see your same welcome screen, but all other parts of the sign-in flow are customizable per visitor type:
Sign-in fields: Customize which fields appear.
Documents: Enable or disable; if enabled, customize the text and settings
Badge: Enable or disable; if enabled, customize badge display.
Photos: Enable or disable; if enabled, choose if you’d like to use existing photos
Security: Enable or disable; if enabled, choose between ID Scanning, Manual ID Check, or Visual Compliance (Enterprise only)
Plus one sign-in: Enable or disable; if enabled, your visitors can add more people without having them sign in themselves
Final screen: Enable or disable; if enabled, customize the final screen
Adding visitor types
⚠️ Note: There is a limit of 50 visitor types currently; for the most optimal visitor experience, we suggest using less than 10!
Click Add visitor type to create a new flow.
You can click Edit next to an existing flow to make changes.
Choose a name for your visitor type. This is the name visitors will see on the iPad.
Optional: You can copy settings from an existing visitor type
Click Save and continue. At this stage, you’ve created your visitor type with default settings.
Use the top navigation to configure all settings for this visitor type.
Once all settings are configured, select General from the top navigation.
Toggle Show on iPad to the “on” position if you wish to display this sign-in flow on the kiosk.
At this stage, we would recommend that you sign yourself in as a test visitor. Tap the “Tap to sign in” button, and the new visitor type should be listed on the visitor type screen. An example of what multiple visitor types would look like on the iPad is shown below:
Customizing the iPad visitor type screen
Display or hide visitor types
Notice how each visitor type has an Enabled toggle below it’s name.
Visitor types with their toggle in the “on” position will display on the iPad.
Visitor types with their toggle in the “off” position will not display on the iPad.
Reorder visitor types
Drag and drop the visitor types into the order of your choice.
Deleting visitor types
Select the desired visitor type and click Edit.
Click Delete.
