Updated over a week ago

This article will explain the 'Categories’ section on the e-Reception Book dashboard and how to manage your categories. Read this article to learn more about managing, editing, and creating visitor categories on the dashboard.

What are Categories?

Categories enable the sorting of visitors into various groups. For example, you can establish categories such as 'Visitors' and 'Contractors' to streamline visitor check-in.

Assigning categories helps tailor questions for specific groups; for instance, asking visitors about their experience with their visit. When visitors sign out, these tailored questions can appear, aiding in collecting valuable feedback.

Categories Overview Screen

When looking at the 'Categories' screen, you will see this page. This is an overview of all of the visitor categories you have created. Below is a breakdown of each section and what it means:

This section on the left of the page shows you, in order, the categories you have created and allows you to add a new category.

In the centre of the screen is category statistics. This will show you the total categories you've created, the total categories that are active, and the categories that you have archived.

This list shows you information relating to your categories:

Category name - The name of your visitor category. For example, "Contractor".

Documents attached - Documents you have assigned to appear when somebody of that category signs in. For example, a fire escape document they have to sign before entering your premises.

Label enabled - Whether or not you have a visitor label printed when a visitor of an assigned category signs in. This could help staff to identify visitors as they are walking around your building.

Feedback enabled - Whether or not you have certain feedback questions appear when a visitor signs out. For example, when a visitor signs out, you can have a question appear asking them how they found their visit today.

Fields added - How many questions you've assigned to the visitor category.

Notifiable - Whether or not you have notifications turned on when a visitor from an assigned category arrives. For example, you may want an email notification sent to you when a contractor arrives so you can go and greet them and they're not left waiting.

How to Add Categories

Follow the steps below to learn how to add visitor categories and how these categories show on the iPad app:

How to Edit Categories

Follow this guide below to learn how you can edit existing visitor categories:

How to Duplicate Categories

Follow the steps below to learn how you can duplicate an existing visitor category:

How to Archive Categories

Follow the steps below to learn how you can archive a visitor category:

How to Reorder Categories

Follow the steps below to learn how you can reorder visitor categories on the dashboard and how this will show on the iPad app:

How to Add or Remove Questions as part of a Category

Follow the steps below to learn how you can add questions for visitors to fill out when they sign in:

If you would like to learn more regarding Custom Questions, please refer to our Custom Questions guide here.

How to Rearrange the Order of Questions

Follow the steps below to learn how you can rearrange the order in which questions are filled out when a visitor signs in and how this will appear on the iPad:

How to Update Email Templates for your Visitor Categories

Follow this guide to learn how you can update and create email templates for your visitor categories:

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Additional Support

If you have any immediate questions, please use our Live Chat on the bottom right-hand side of the page.

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