Organizations with Robin Visitor Management can create unlimited custom visitor registration forms. People use them when they pre-register scheduled visitors.
Create a custom form
- Go to Visits and select Custom Visit Forms from the subtab group.
- Select Create.
- Name the form for your records.
- Select + Add question.
- Enter a question for people to answer when they register visitors.
- Next to the question, select the answer field type:
- Short or long answer
- Dropdown: select + Add option to add multiple answers to the dropdown.
- Choose whether the field is required or optional.
- Choose whether to print the field on a visitor badge.
- You can print up to 2 custom fields on badges.
- Only required fields can print on badges.
- Only short answer questions can print on badges.
- Use the preview toggle at the upper right to see how the form looks to people who fill it in.
- When the form has all the required fields and settings, select Next to assign the form to a building.
- Assign the form to a single building, multiple buildings or all buildings. You cannot select a building that already has a custom form assigned.
- Select Publish. The form goes live for the selected locations. Buildings without a custom form use the default Robin visitor registration form.
Admins can review the answers to custom forms in the visit registration details in the visitor log in the web dashboard.
View and edit custom forms
All custom forms are under the Custom Visit Forms tab. There you can:
- Sort forms by location.
- Sort forms by name.
- Sort forms by status (Live or Unassigned).
- Assign unassigned forms to an available building.
- See who last updated the form.
- See the date of the last update.
- Select a form to edit or delete it.
When you delete a form, Robin removes it from the form list for good. You cannot recover it.