Overview
This article explains the Visitor Categories feature on your Custr dashboard, covering how to add, edit, and manage visitor categories, as well as how to set up time-based categories.
Assigning categories helps tailor the check-in process for specific visitor groups, allowing you to ask relevant questions and manage visitors more effectively.
Categories Overview Screen
When you open the Categories section, you’ll see an overview of all your visitor categories. Here’s a breakdown of what each section means:
Category Name: The name of the visitor category (e.g., "Contractor").
Documents Attached: Documents assigned to a category that visitors must review, such as health and safety documents.
Label Enabled: Whether a visitor label is printed for this category.
Feedback Enabled: If feedback questions appear when the visitor checks out.
Fields Added: The number of questions assigned to the category.
Notifications: Enables email notifications to staff when a visitor from a specific category arrives.
Timed Category: The category is visible only during a set time frame.
Automatic Checkout: Visitors in this category will be automatically checked out after a set time.
How to add Categories
To add a new visitor category, follow the steps below:
On the dashboard, navigate to Configuration > Categories
Click the + icon
Enter the Category Name and select the desired settings and questions.
Click Save
How to Edit Categories
To edit an existing category, follow the steps below:
On the dashboard, navigate to Configuration > Categories
Select the category you want to edit
Modify the settings and questions
Click Save
How to set up Notifications on Category Check-in
To set up notifications for a category check-in, follow the steps below:
On the dashboard, navigate to Configuration > Categories
Click the desired category
Scroll down and tick Notification on Category Check-In
Select the staff member(s) to receive the notification
Click Save
How to Archive Categories
To archive a category, follow the steps below:
On the dashboard, navigate to Configuration > Categories
Select the category you want to archive
Click Archive
How to Reorder Categories
To reorder categories, follow the steps below:
On the dashboard, navigate to Configuration > Categories
Click and drag categories into your preferred order
If you want to learn more about Custom Questions, please refer to our Custom Questions guide here
Time-Based Categories
Overview
Custr’s time-based categories allow you to restrict visitor access to specific categories based on the time of check-in or check-out. This is useful for managing visitor groups that are time-sensitive.
Examples:
Professional: "Cleaning Staff" between 18:00-20:00, "Training Sessions" between 13:00-15:00.
Care: "Evening Visitor" between 18:00-20:00, "Lunch Entertainment" between 12:00-14:00.
Education: "Breakfast Club" between 07:00-09:00, "After School Club" between 16:00-17:00.
Please Note: Time-based categories are limited to a 24-hour period and cannot span across multiple days.
How to enable time-based categories
To enable time-based categories, follow the steps below:
On your dashboard, navigate to Configuration > Categories
Select the desired category
Tick the Time-Based Category field
Set the time frame and days for this category
Click Save
