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Visiting Purpose

This page is about visiting purpose.

Visiting purpose provides options to choose for indicating the purposes of each visiting appointment. You may set different types of visiting purposes to categorize different type of visiting, such as common visiting, interview, site visit etc. Meanwhile, each visiting purposes can have its unique configuration, such as required input of visitors information and requirement of filling a Visitor Survey when they check-in.

Permission: Global Administrators, Visitor manager
Navigation: Management Console -> Visitor management -> Configurations -> Visiting purpose

Visiting Purpose

Sample: Visiting Purpose can be selected in the invite visitors dialog

Default visiting purpose​

In visiting management module, there must have at least one visiting purpose for default usage of visiting appointment. If the visiting purpose is set as default one, then when user create a new visitor invitation, the system will automatically select the default one for the visiting purpose.

How to set a default visiting purpose?

You can set any one of the visiting purpose as default for the most common visiting purpose. Select the visiting purpose, click Menu button ⋮, then click Set as default.

Visiting purpose setting​

  • Name: Name of the visiting purpose.
  • Settings: These settings related to the visitor information that required to be filled or not for the visiting. You can also hide the field. These information will be shown in Visitor Data.
    • Require input email address: Email address will be the unique key to identify the visitor. Visiting appointment / Visitor badge will send to visitor through the email address.
    • Require input mobile number: Mobile number will be the second unique key to identify visitor if visitor do not have email address.
    • Require input company name
    • Require input phone number
    • Require input address
    • Require input identity card number: This will related to the purge visitor data in data protection of Visitor management Settings
    • Visitor survey: The visitor survey require to be filled when pre-check-in or check-in.
  • Visitor walk-in terms: This setting will require the visitor confirm the terms when they walk-in through Visitor walk-in app or Visitor slef-service panel.

Visiting purpose setting