Robin asks for the reason for each visit as part of the registration. This helps hosts prepare for visitors and gives office admins accurate records. Robin has 6 default visit types that you can add or remove, and you can create your own.
To customize your list of visit types:
- Go to the Visits page in the top ribbon.
- Select the Visit types tab at the top of the Visits page.
- Select Add type at the top right.
- Enter the custom visit type in the field and select Save.
- To remove a visit type, including a default visit type, select the "X" on the right. You need at least 1 visit type.
The Visit type is a required field on the guest registration form in the web dashboard. It looks like this:
Warning
- When you remove a visit type, Robin removes it only for new visits. This applies to visits that admins register and to visits that guests register themselves.
- Existing visits (past or upcoming) with that visit type stay in the visit log. Scheduled guests can still check in to those existing visits.
- To change the visit type of a scheduled visit, the admin must cancel the visit and schedule it again.
- You cannot change the visit type of a past visit. This keeps historical records accurate and preserves data integrity.
How visit type changes affect existing documents
Documents can be assigned to visit types. Changes to visit types affect them like this:
- If you add a visit type and want guests of that visit type to see an existing document at check-in, edit the document and assign the new visit type from the list.
- If you remove a visit type that still has documents assigned, the documents will still be shown for any existing visits of that type that are scheduled for the future. To hide the document from those visitors, add the visit type again with the exact same name, including case. Then clear it from the list in the document setup. You can then safely remove the visit type again.