Overview
Visitor Categories allow you to tailor the check-in process for different types of visitors.
By using categories, you can:
Ask specific questions for different visitor types
Assign documents for visitors to review
Control notifications and labels
Customise how visitors check in and out
For example, you might create categories such as:
Contractor
Visitor
Interviewee
Parent
Categories Overview
When you open Configuration → Categories, you will see a list of all your visitor categories.
Each category includes:
Category Name – The name shown on the check-in screen
Documents Attached – Documents visitors must review
Label Enabled – Whether a badge is printed
Feedback Enabled – Whether feedback is collected at check-out
Fields Added – Number of questions assigned
Notifications – Sends alerts when a visitor checks in
Timed Category – Only available during specific times
Automatic Checkout – Automatically checks visitors out after a set time
How to Add a Category
To create a new category:
Go to Configuration → Categories
Click the + icon
Enter the Category Name
Configure settings and questions
Click Save
How to Edit a Category
To edit an existing category:
Go to Configuration → Categories
Select the category
Update the settings or questions
Click Save
How to Set Up Notifications
To send notifications when a visitor checks in:
Go to Configuration → Categories
Select the category
Enable Notification on Category Check-In
Select the staff members to notify
Click Save
How to Archive a Category
To archive a category:
Go to Configuration → Categories
Select the category
Click Archive
Archived categories will no longer appear on the check-in screen.
How to Reorder Categories
To change the order categories appear on the device:
Go to Configuration → Categories
Drag and drop categories into your preferred order
Time-Based Categories
Overview
Time-based categories allow you to control when certain categories are visible on the check-in screen.
This is useful for managing visitors who should only check in during specific times.
Examples:
Professional: Cleaning Staff (18:00–20:00), Training Sessions (13:00–15:00)
Care: Evening Visitor (18:00–20:00), Lunch Entertainment (12:00–14:00)
Education: Breakfast Club (07:00–09:00), After School Club (16:00–17:00)
Time-based categories are limited to a 24-hour period and cannot span multiple days.
How to Enable Time-Based Categories
To enable time-based categories:
Go to Configuration → Categories
Select the category
Enable Time-Based Category
Set the time and days
Click Save
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