About visitor types

In this article

We know that not all offices have the same requirements or policies when it comes to visitor management, so Envoy Visitors is fully flexible to meet your needs.

The visitor types allows you to create multiple, custom sign-in flows based on purpose of visit. Need to print badges for interview candidates but not for vendors? Capture photos for meeting attendees but not for friends and family? Collect different sign-in information to event attendees than contractors? With visitor types, that’s possible.

How visitor types work

When a visitor approaches the iPad, they’ll tap the “Tap to sign-in” button, and will see your visitor type screen. They’ll tap on a visitor type (such as meeting, interview, contractor, etc; these are up to you). Depending on which visitor type they choose, they’ll continue with that fully customized sign-in flow. MVT

Once you have multiple visitor types configured, you’ll choose which ones to display on your iPad at any given time. For example, you could display an “Event” visitor type only on days you have events.

Benefits of using visitor types

  • Gives you more flexible to customize your sign-in flows.
  • Ensures that visitors provide the correct information based on their purpose of visit.

Customizing the sign-in flow

All visitors will see your same welcome screen, but all other parts of the sign-in flow are customizable per visitor type:

  • Sign-in fields: Customize which fields appear
  • NDA: Enable or disable; if enabled, customize the text and settings
  • Badge printing: Enable or disable; if enabled, customize badge display
  • Photos: Enable or disable; if enabled, choose if you’d like to use existing photos
  • Plus one sign-in: Enable or disable
  • Final screen: Enable or disable; if enabled, customize the final screen