Add a Visit Type

When users invite visitors, they need to select the visit type based on the visitors. Add visitor types and design a dedicated sign-in questionnaire for each type to collect the desired information from different types of visitors.

Requirement

Yeastar Workplace Plan: Standard Plan or Pro Plan

Background information

Yeastar Workplace has three default visitor types: Visitor, Customer, and Job interviewee.

The default visitor types correspond to the check-in questionnaire as shown below.

Procedure

1. Log in to Yeastar Workplace management portal, and go to Visits > Visit Type.
2. At the top of the visit type list, click Add Visit Type.
3. In the pop-up dialog box, specify a name to help you identify this visit type, and click OK.

4. Click the added visit type and click the Add Option dropdown list on the right, then select check-in fields which will be used to collect information from visitors of this type.
   

   • To collect basic information, select Name, Email Address, or Phone Number.
   • To add open-ended fields, you can select Text Input or Number Input.
   • To add closed-ended fields, you can select Radio or Checkbox.
   • If you need visitors to upload specific materials, select Upload File.

5. Optional: To adjust the order of the fields, click the of a desired field and drag it to the desired position.

6. Click Save.

Check-in fields description

Name, Email Address, and Phone Number

These three fields can be used to collect basic information about the visitor.

Text Input

This field allows users to enter all characters, and can be used to collect information such as company name, company address, and so on.

Number Input

This field only allows numbers, letters, and characters ( ) . - + * #  input. Use this field to collect information such as company phone number, company email address, and so on.

Radio

Visitors can only select one answer from the fixed set of choices you added.

Checkbox

Visitors can select multiple answers from the fixed set of choices you added.

Upload File

This field allows visitors to upload files.

Result

A visitor type is created and displayed on the list.

If users select this type when creating a visit schedule, the check-in fields will be used to collect desired information from the visitors.