Global Categories allow organisations to create a single category that can be shared across multiple sites.

Rather than creating and maintaining the same visitor categories individually, you can manage them once from Global and apply them wherever they are needed.

A Global Category works exactly like a Site Category, supporting:

Any changes made to a Global Category are automatically reflected across every linked site, making it much easier to keep multiple locations consistent.

Before creating Global Categories, it’s worth understanding how they interact with existing Site Categories.

If a site already has its own Visitor category and you apply a Global Visitor category, both categories will exist until the original Site Category is removed.

For organisations looking to fully standardise their sites, you can remove existing Site Categories after your Global Categories have been created and assigned.

Tip: The Delete All Categories from Sites option removes Site Categories only. Your Global Categories remain untouched.

Navigate to: Global Dashboard → Categories

Click Add Category.

The category editor is almost identical to creating a Site Category and includes the following sections:

Configure how the category behaves during check-in.

Examples include:

These options behave exactly the same as they do for Site Categories.

Attach your Global Questions to the category.

Questions determine what visitors are asked during check-in and can be reordered to control the visitor journey.

Because these are Global Questions, any updates are reflected across every site using the category.

Choose whether the category should:

This works in exactly the same way as Site Categories.

Attach Global Documents that visitors must read or acknowledge before completing check-in.

This makes it easy to distribute policies such as:

Updating the document once updates it everywhere the category is used.

The Apply To tab controls which sites use the category.

Sites currently using the category appear in the Active Sites list.

Available sites that are not using the category are displayed separately.

Simply select or remove sites to control where the category is available.

Removing a site from this list immediately removes the category from that site, while leaving it available everywhere else.

From the Global Categories page you can:

Editing a Global Category automatically updates every linked site, ensuring all locations remain in sync.

Deleting a Global Category removes it from Global and from every site where it has been assigned.

Global Categories can be locked to prevent Site Admins from making changes.

When a category is locked:

This helps maintain consistency across your organisation while still allowing central management.

If you’re introducing Global Categories to an organisation that already has existing Site Categories, it’s common to:

This creates a consistent visitor experience across every location while allowing all future changes to be managed centrally.

Choose one standard set of categories for your organisation and manage them globally wherever possible.

Using Global Categories alongside Global Questions, Global Documents and Organisation Settings makes it much easier to maintain consistency, reduce administration and onboard new sites quickly.