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
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.
- Log in to Yeastar Workplace management portal, and go to Visits > Visit Type.
- At the top of the visit type list, click Add Visit Type.
- In the pop-up dialog box, specify a name to help you identify this visit type, and click OK.
- Click Save.
Check-in fields description
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.
Created: September 20, 2022