Make host selection mandatory for visitors

Learn how to make host selection mandatory when visitors sign in to a location. You must have an Administrator user role to access these settings.

How it works

Many organizations require visitors to be hosted or accompanied by an employee at all times. You can enable an option that requires visitors to choose a host when signing in.

When a visitor signs in they are asked 'Who are you visiting today?' They then have the option of selecting Yes or No. If they select No, they move on to the next question.

When host selection is turned on, they must enter an employee name before continuing.

Kiosk-Host-Selection-Required.png

Similarly, a Sign In/Out Manager will also have to select an employee host when signing in a visitor.

SIOM-Host-Selection-Required.png

Set up mandatory host selection

To set up mandatory host selection for visitors:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Questionnaire Manager.
  3. In the Visit Options sub-tab, select Required next to Host Selection.
  4. Click Save.

    Host-Selection-Required.png

Customers will now have to choose a host when signing in. If you have any sign in/out kiosk question rules set up, you will need to enable the option in those rules as well.

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