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.


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.
Figure 1. Visitor
Figure 2. Customer
Figure 3. Job interviewee


  1. Log in to Yeastar Workplace admin portal, and go to Visit > 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. Select the added visit type and click Add Option, then select the desired check-in fields to be used of this visit type.

  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.

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

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

Upload File
This field allows visitors to upload files.


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.