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Visitor Fields

What information can I collect from visitors when they check in?

Rain Hyneman avatar
Written by Rain Hyneman
Updated this week

You may already know that Buttons are how visitors check in on The Receptionist. Buttons are super customizable, and one of the ways you can customize your check-in flow is with a Button's Visitor Fields. Visitor Fields are how you collect information from visitors, including their name, email address, ID, photo, and so much more!

How To Add and Edit Visitor Fields

Visitor fields are set per Button; you can set up different fields for different types of visitors based on their button selection. Not all Buttons allow you to use Visitor Fields, but most do.

Start on the Buttons page on the web portal. Select 'Existing Buttons,' then click to edit or add a new Button. You'll be met with the Button editing page. Scroll down to the Visitor Fields section. You can 'Add a Field' or edit the fields already there.

An image of the Button Editing screen's Visitor Fields section. The "+ Add A Field" button has been selected, and a list of available visitor fields is displayed.

As you can see, there are tons of field options! You can ask visitors about their temperature, company, and more!

Customizing Fields

Even beyond the types of Fields you can have, there are many more customization options! For example, let's look at the default ones: Full name, company, email address, and phone number.

By default, the full name field will include the text "Hi there, what's your full name?" and the subtitle "Type your full name..." in the box where visitors can enter their name. But you can edit that text; click on the "Hi there, what's your full name?" text to type something different! Same with the subtitle; both are fully customizable. You might want the title to be, "Please enter your full name" and the subtitle to say, "Please remember to include your middle initial."

If any of the default Fields don't work for your team, you can select the trash bin icon to delete that field. Need more fields? Select +Add A Field to do just that!

Additional Options

You can select the three dots on the left of each field to drag and reorder them.

The lock icon allows you to choose whether or not most fields are required; if the lock icon is grey and unlocked, the field can be skipped. If the lock icon is blue and locked, it cannot be. If you're using Returning Visitors to expedite check-in, you can also click the lock again to turn it red; this will require returning visitors to answer that question every check-in.

Viewing Visitor Information

You can view all the information collected from your Visitor Fields via the Visitor Log. Name, company, and email will all display on the visit log, assuming you have those fields toggled on.

A screencap of the Visitor Log on The Receptionist. The visitor's answer to the name, company, and email Fields are all displayed here.

Additional Fields can be viewed by selecting the three dots to the right of the visitor's row and selecting "View Details." This page displays additional visitor information, including fields, NDA signatures, etc.

A screencap of the visit log. The 3-dot menu has been selected, displaying a dropdown of options including "View Details."

Have questions or want to chat through options? Click on that orange chat button in the lower right corner to livechat with a member of The Receptionist team!

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