---
title: How to create a Visit Type
description: This guide is to walk the reader through how to create a visit type.
---

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# How to create a Visit Type

## This guide is to walk the reader through how to create a visit type.

1. 1. To create a visit type, use the left-hand navigation panel to select ‘Configuration’ and open the drop-down menu. 
        
        ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-58-48-9615-AM.png?width=903&height=438&name=undefined-Sep-24-2025-06-58-48-9615-AM.png)
     2. Then click ‘Visit Type’. 
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-58-54-2175-AM.png?width=903&height=438&name=undefined-Sep-24-2025-06-58-54-2175-AM.png)
     3. This will take you the ‘Visit Types List’. Here you will be given an overview of your currently created workflows, such as what pass designs and workflows are assigned to specific sign in method. To create a Visit Type, click the plus symbol in the top right.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-00-5307-AM.png?width=903&height=444&name=undefined-Sep-24-2025-06-59-00-5307-AM.png)
     4. A pop-up overlay will now appear. Here you will be able to start filling out the details of the visit type. Start by giving the visit type a name.  
        
        ![](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-05-9470-AM.png?width=903&height=450&name=undefined-Sep-24-2025-06-59-05-9470-AM.png)
     5. Then you can add a pass design using the ‘Design’ field and it will show all the created pass designs. Use the drop-down to select the pass design you wish to use. 
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-11-7083-AM.png?width=903&height=444&name=undefined-Sep-24-2025-06-59-11-7083-AM.png)
     6. The next four boxes are where you can select which workflows, are for what sign in method. You can separate workflows depending on which sign in method they use.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-17-2587-AM.png?width=903&height=444&name=undefined-Sep-24-2025-06-59-17-2587-AM.png)
     7. ‘Default’ will apply the selected workflow to all the sign in methods.
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-22-5019-AM.png?width=903&height=444&name=undefined-Sep-24-2025-06-59-22-5019-AM.png)
     8. ‘Web’ covers when someone is signed in by the portal.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-28-4556-AM.png?width=903&height=444&name=undefined-Sep-24-2025-06-59-28-4556-AM.png)
     9. ‘Mobile’ is signed in by using their mobile phone. The workflow will appear on the visitor’s phone.  
        
        ![A screenshot of a computer
        
        AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-33-8556-AM.png?width=903&height=444&name=undefined-Sep-24-2025-06-59-33-8556-AM.png)
     10. ‘Touchscreen’ is when the workflow appears on the touchscreen.  
         
         ![A screenshot of a computer
         
         AI-generated content may be incorrect.](https://knowledge.sgworld.com/hs-fs/hubfs/undefined-Sep-24-2025-06-59-38-9239-AM.png?width=903&height=444&name=undefined-Sep-24-2025-06-59-38-9239-AM.png)
     11. Click ‘Submit’ when done.

 

 

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