In office check-in, you can customize the form to be filled by the visitors while checking in and also you can add the visit purpose of the visitor in the dropdown so that the visitors can select them easily. Also, you can send an email to the visitor for the rating. All this can be done through the setting section.
For this follow the following steps:
Step 1: Select the setting from the top right corner of the office check-in listing page.
Step 2: In the settings page, select the branch office from the dropdown of the Select Office tab for which you are editing the settings.
Step 3: If you want to show a customized form while creating the office check-in then you can select the option “show lead form while creating check-in”
Step 4: Select the lead form which you want to add from the dropdown of the Select lead form section.
Please Note: You can customize the lead form that appears in the dropdown. To learn to customize the lead from, follow the following link:
Step 5: If you want the visitors to rate the host for the check in then you can send the email to the visitors automatically once the session is completed. For this select the option “ check this box to send rating emails to customer”
Please Note: The ratings given by the visitors through email can be viewed in the complete session.
Step 6: If you want the visitor that is already registered in the system and has an assignee to be assigned automatically then select the option “check this box to auto-assign host to the client, if the client already has an assignee, the host will be added as a follower.”
Step 7: You want customize the visit categories so that the client could select the option from the drop down then you can select add new option and add multiple categories.
Step 8: Once you complete select the Apply tab.
