The Visitor Check-In & Check-Out feature allows organisations to manage visitor arrivals, departures, safeguarding, and on-site visibility through the Custr system.

Visitors can check in using:

The visitor workflow is primarily driven by Categories.

Categories control:

This allows organisations to create different workflows for different visitor types.

Visitors begin the check-in process by entering their name or using one of the available check-in methods.

The system will then determine whether the visitor is:

Depending on the visitor type, the check-in process may vary slightly.

Once checked in:

When checked out:

There are three main visitor types within Custr.

Standard visitors are visitors who arrive without being pre-loaded into the system.

During check-in, the visitor:

This is the most common visitor workflow.

Common standard visitor categories include:

Pre-approved visitors are visitors who have already been added to the system before arrival.

These visitors may include:

Pre-approved visitors can:

Some categories may be configured as:

This means the category will only appear for visitors already loaded into the Pre-Approved directory.

Pre-approved visitor records can also store:

See: Pre-Approved Visitors

Invited visitors are visitors who have been sent a scheduled invitation before arrival.

Invitation emails may include:

Invited visitors can:

See: Visitor Invites

Express Check-In allows invited and pre-approved visitors to complete parts of the visitor journey before arriving on-site.

When creating an Invite or Pre-Approved visitor, administrators can choose whether to enable Express Check-In.

If enabled, the visitor will receive an email containing a secure link that allows them to complete parts of the check-in process in advance.

Depending on the visitor category, this may include:

Any photos captured during Express Check-In are stored against the visitor record in the same way as photos taken during a standard iPad check-in.

Once completed, the visitor will receive an on-screen confirmation that their information has been submitted.

Completing Express Check-In does not automatically check the visitor into the building.

When the visitor arrives, they can still check in using any of the normal methods, including:

Once the visitor checks in, any information previously completed through Express Check-In will automatically be applied to the visitor record.

Because the visitor has already completed their information, the check-in process is significantly faster.

Visitors can still complete the standard check-in process on arrival.

Any unanswered questions, documents or signatures will be presented during check-in as normal.

Express Check-In is available for:

Express Check-In is not available for standard visitors.

Categories are one of the most important parts of the visitor check-in process.

Each category can control:

This allows different visitor types to follow different workflows.

For example:

If a visitor has previously checked in using an email address, the system may recognise them during future visits.

When recognised:

Visitors without an email address will complete the standard visitor process each time.

In addition to standard iPad check-in, visitors can also use:

QR codes are available for:

Visitors can present their QR code to the iPad camera to speed up the check-in process.

Contactless Check-In allows visitors to complete the check-in process using their own mobile device rather than the iPad.

This may be accessed through:

Administrators can manually check visitors in from the dashboard.

All methods connect back to the same visitor record.

Visitors can be automatically checked out using:

All methods connect back to the same visitor record.

Visitors can appear in one of two states within the system.

Checked-in visitors:

Checked-out visitors:

If a visitor is not recognised during check-in:

This is normal behaviour for: