Screenshot
back

How to Customize Form ?

How to Customize Form ?

Ankur Rana

Sun, Oct 9, 2022

Read in 3 minutes

A front desk/reception is one of the most important places for any business. As it gives out the first impression of your business to prospective clients and visitors. Having a digitally customised form will not only help you with streamlining the visitor data but will also help with shortening the waiting time.

Step 1: Login to your Vizitor dashboard.

Step 2: Click on the settings tab from the top panel.

Step 3: Click on the sign-in form tab from the left panel.

sign-in-form

Note: To access and customize the visitor sign-in form, simply go to Settings in your dashboard and click on the “Sign-in Forms” tab located in the left panel. This section gives you the ability toconfigure the sign-in form that visitors will encounter when checking in. Within the sign-in form settings, you can:

Add and Remove Fields: Customise the form by adding or removing fields to capture specific visitor information. Tailor the form to collect the data that is most relevant and important for your organisation.

Field Customization: Modify the appearance and settings of each field, including labels, placeholders, and required fields. Ensure that the form collects the necessary details in a clear and user-friendly manner.

Field Types: Choose from a variety of field types such as text input and dropdowns. Select the appropriate field types based on the information you need to gather from visitors.

Conditional Fields: Set up conditional logic to display or hide certain fields based on visitor responses. Create a dynamic and intuitive form that adapts based on visitor input.

Data Validation: Implement data validation rules to ensure the accuracy and completeness of visitor information. Define specific formats or patterns for fields such as email addresses or phone numbers.

By accessing the Sign-In Form settings, you have full control over the design and structure of the form that visitors interact with during the check-in process. Customise the form to gather the necessary information while creating a seamless and user-friendly experience for your visitors.

sign-in-ctm

In Vizitor, you have the flexibility to fully customise the sign-in form according to your specific needs and preferences. You can add and configure fields to collect the information that is essential for your organisation. However, it is recommended to be mindful of the form length and consider including only the fields that are absolutely necessary. By keeping the form concise, you can minimise the time it takes for your guests to complete the sign-in process.

Including only the most crucial fields not only reduces the fill time for your guests but also ensures a smoother and more efficient check-in experience. Visitors appreciate a streamlined process that allows them to provide the necessary information quickly and easily. It also helps in reducing any potential confusion or frustration that may arise from a lengthy or complex form.

By carefully selecting the required fields and eliminating any unnecessary ones, you can strike a balance between collecting essential information and providing a hassle-free experience for your guests. This approach enhances visitor satisfaction, improves efficiency, and contributes to a positive overall impression of your organisation.

Book a Demo Now!