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Customizable Visitor Registration Forms in Offision

Customize visitor registration forms in Offision by adding tailored fields. Choose from various field types, enable settings for specific forms, and display results in emails or reception pages.
Customizable Visitor Registration Forms in Offision

The Visitor Registration Form Customization feature in Offision allows administrators to create tailored visitor forms based on specific visitor purposes or locations. This ensures a flexible and effective way to collect relevant information from visitors. Administrators can define the fields, choose their format, and decide where and how these fields are used.

Key Features:

  1. Customizable Fields:

    • Add fields to invite visitor, reception walk-in, or visitor walk-in forms.
    • Customize fields to suit different visitor purposes or locations.

  2. Field Types:

    • Text: Enter standard text.
    • Number: Input numeric values.
    • Rich Text: Format text with options like bold or hyperlinks.
    • Yes/No: Choose between Yes or No options.
    • Phone Number: Enter numbers in phone format.
    • Date: Select a date from a calendar.
    • Time: Set a time manually or select it.
    • Select or Multiple Select: Choose one or multiple options from a list.

  3. Field Settings:

    • Optional Fields: Allow users to skip answering specific fields.
    • Enable Input on Forms: Choose where the field appears (invite visitor, reception, or walk-in forms).
    • Show in Emails: Display field data in visitor invitation emails.
    • Show on Reception Page: Display field data on the visitor’s reception appointment page.

  4. Add Options for Select Fields:

    • Easily create drop-down or multiple-choice options by clicking the “Add Option” button.

By using these features, businesses can ensure they collect the exact data they need from visitors while maintaining a smooth and professional registration process.

Pros

  1. Flexibility:

    • Fully customizable forms for different visitor purposes or locations.
    • Multiple field types ensure all data needs are met.

  2. Ease of Use:

    • Simple interface for adding and customizing fields.
    • Straightforward setup for enabling/disabling fields on specific forms.

  3. Improved Visitor Experience:

    • Tailored forms make registration more relevant and easier for visitors.
    • Clear and concise fields reduce errors and confusion.

  4. Enhanced Communication:

    • Input values can be displayed in emails, ensuring visitors are well-informed.
    • Results shown on the reception page provide clarity for staff.

  5. Time-Saving:

    • Predefined field types and options make setup quick and easy.
    • Customization reduces manual data collection or follow-ups.

  6. Professional Appearance:

    • Rich text fields allow branding and formatting for a polished look.
    • Organized and user-friendly forms reflect well on the company.

  7. Data Accuracy:

    • Specific field types (e.g., phone number, date) ensure correct formatting.
    • Optional settings reduce unnecessary input while maintaining critical data collection.

By leveraging this feature, Offision helps businesses create visitor registration processes that are efficient, professional, and tailored to their unique needs.

Configuration steps

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