Visitor types are a way to segment your visitors and ask only information relevant for that visitor.
Typical visitor types are: Meeting, Job interview, Supplier, Friend/Family. For example: if you are 'Friend/Family' it is probably not be needed to fill in a 'Company name'.
Visitor types always exist within a visitor registration configuration, if you need more general information about that, please proceed to the visitor registration configuration article.
Manage visitor types
Log in to the GoBright portal with your manager account, and choose Settings > Visitor registration.
Now choose a visitor registration configuration, click an existing visitor type configuration or add a visitor type with the 'Add visitor type' button.
Modifying a visitor type
The visitor type has a name, that identifies the visitor type in the GoBright portal, but also at the kiosk.
You can enable or disable the visitor type, too (temporarily) hide it from the kiosk.
This decides whether the visitor type can be used for pre-registration by the host when an appointment is made. It lets the host invite attendees and at the same time send out an email with QR code that can be used at the digital reception.
If 'Mail' is enabled an email template will be used for each visitor that is invited as a pre-registration attendee. These emails will be sent at fixed intervals to all attendees which can be configured here as well.
The email will always be sent on a fixed time before the visit date which is configured here. If the visit date is the same day as the day the pre-registration has been made the email will be sent at the same time.
Sign in flow
The sign-in flow defines which steps the visitor of this visitor type has to complete to register themselves.
Sign in flow - Fields:
'Fields' define which fields (as defined in the visitor registration configuration) need to be filled by the visitor.
Use 'enabled' to hide or show the field for this visitor type.
Use 'required' to require a value to be filled by the visitor.
Use 'required at pre-registration' to require a value be filled in by the host during pre-registration
Sign in flow - Host:
The host selection enables the visitor to select the host which he/she will meet. The hosts are the users as created in GoBright.
'Search host of booking by email address of visitor':
This option will try to find a match with the e-mail address entered by the visitor. Please note that a GoBright meet license is required, as this will search in the room bookings which are known in GoBright. If a match is found, the host will be pre-filled, but can still be changed by the visitor.
The 'notify' options let you choose how the host should be notified when a visitor arrives.
- Notify host by email: E-mail notifications are free.
- Notify host by push notification: Push notifications are sent to the GoBright App, and are also free. Note that the GoBright App does not come with GoBright Visit and is only part of GoBright Meet. More information regarding pricing here.
- Notify host by sms: SMS notifications need to be purchased in bundles, please contact your reseller for more details on SMS bundles.
Sign in flow - Photo:
Enables the possibility to take a picture from the visitor, for example, to print on the badge. This might be needed to assure that badges are personal.
Sign in flow - Confirmation:
The confirmation screen is shown when the visitor is successfully registered. The options here allow you to customize the logo and texts.
Send generic notifications after signin:
This option will send a generic email to one or more persons besides the host when a visitor signs in. This can be SMS notification or one or more email addresses.
Sign in flow - Badge printing:
This option enables you to enable badge printing, and select the badge. This way you can exclude specific visitor types from using badges, or print different badges for different visitor types. Note that a badge will need to be created before this option can be selected.
Sign in flow - Terms and Conditions:
It's possible to enable Terms and Conditions for (certain) visitors that'll need to be accepted before a visitor can sign-in. A custom text can be entered, and translated, by using the 'Edit terms and conditions' button on the right-side. During editing, it's possible to save different texts and reused for various visitor types.
They can also be translated into the languages that have been set within the visitor configuration. A custom logo, title and message can be set to further customize the Terms and Conditions.
Sign out flow
The sign out flow settings are few, because the sign out is kept as easy as simple for the visitor. You can configure what should be shown when a visitor successfully signed out. It is also possible to automatically sign out visitors after some time, or at a specific time. This helps you to keep a clean visitor record.
If you use multiple languages in your visitor registration configuration, you might need to translate some terms. Most of the translation is already done, but the texts you specify yourself (like the name, custom titles, etc.) need to be translated yourself.
Use the 'Translate' button at the bottom, and a popup will show you which translations are needed.
Proceed to the visitor badges article to get the details about designing and printing badges.