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Improvement
11 months ago

Policy field improvements for seamless compliance

We’ve updated the policy input fields within the Add Visit panel, making it quicker and easier for staff to ensure compliance during customer registrations. It provides a solution to the need to have a smooth process for managing policy approvals when visits are being added by staff, i.e. when the customer themselves can’t click the “I accept the terms and conditions” button. 

Enhancements to enable this include:

  1. All policy input fields will be displayed at the bottom of the panel, making the form less cluttered
  2. Policies with the policy content type “Text field” and less than 150 characters will be displayed inline in the form, improving the readability of policies
  3. Users can choose to have policies be pre-selected for staff, speeding up the process and reducing the number of clicks needed, thus enhancing the overall efficiency and user experience for staff and guests alike

It will be available to all users on all plans by Wednesday, May 29th. Changes will be displayed in the Add visit panel and you can enable the settings by going to Location settings > Customers > Input fields.

Avatar of authorJakob Larsson Stern