Facilities & Property Management · community shared

Visitor and Contractor Sign-In Form — shared by the community

Rachel O. shared this 19-question build with 7 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use facilities & property management form for small teams who need a reliable intake process: 19 questions, 3 pages, 7 conditional rules.

Shared by
Rachel O. · Events coordinator
Questions
19
Replies
23
Copies taken
392
See the library version

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Live preview and test console

This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.

Page 1 of 3Arrival

Visitor and contractor sign-in

Include your country code.

Every question on this page is currently visible.

Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Visitor and Contractor Sign-In Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in facilities & property management.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 19 questions across 3 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 11 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It captures a phone number for urgent follow-up.
  • Conditional logic hides 7 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Visitor and Contractor Sign-In Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 7 conditional rules ship with it.

  • Features advanced show logic: if “Visitor type” is Contractor, the form dynamically exposes “Induction reference”. Otherwise that question never appears.
  • Features conditional validation: if “Visitor type” is Contractor, “Do you hold a permit for today's work?” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Visitor type” is Delivery driver, the form dynamically exposes “Delivery reference”. Otherwise that question never appears.
  • Features advanced show logic: if “Visitor type” is Delivery driver, the form dynamically exposes “Loading bay required”. Otherwise that question never appears.
  • Features conditional validation: if “Are you driving on site today?” is Yes, “Vehicle registration” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Have you signed out?” is Yes, “Time of departure” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Have you signed out?” is Yes, the form dynamically exposes “Badge and keys returned”. Otherwise that question never appears.
  • All 7 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Arrival

  • Your namerequired
  • Companyrequired
  • Mobile numberrequired
  • Visitor typerequired
  • Who are you here to see?required
  • Reason for the visitrequired
  • Expected durationrequired

Page 2 — Details

  • Induction reference
  • Do you hold a permit for today's work?
  • Delivery reference
  • Loading bay required
  • Are you driving on site today?required
  • Vehicle registration

Page 3 — Safety and sign-out

  • Evacuation arrangements
  • Have you read the evacuation arrangements?required
  • Time of arrivalrequired
  • Have you signed out?required
  • Time of departure
  • Badge and keys returned

Conditional logic in this build

  • WhenVisitor typeis Contractor, showInduction reference”.
  • WhenVisitor typeis Contractor, requireDo you hold a permit for today's work?”.
  • WhenVisitor typeis Delivery driver, showDelivery reference”.
  • WhenVisitor typeis Delivery driver, showLoading bay required”.
  • WhenAre you driving on site today?is Yes, requireVehicle registration”.
  • WhenHave you signed out?is Yes, requireTime of departure”.
  • WhenHave you signed out?is Yes, showBadge and keys returned”.

Questions about this shared form

Is card layout right for a reception tablet?

Yes — one question per screen is quicker to complete standing up, and skipped branches never appear. You can switch to classic if you prefer a single page.

How do we get an accurate on-site list?

Filter today's submissions where Have you signed out? is No. That list is your roll call, which is why the sign-out question matters more than the sign-in.

Should we keep visitor records indefinitely?

No. Set a retention period that matches your data protection policy and delete older submissions on schedule.

What about regular contractors?

They still sign in each visit, but their induction reference links back to the induction record instead of repeating those questions.

Can we print badges from this?

The submission gives you name, company and host, which is everything a badge needs; export or connect it to whichever badge printer you use.

Is the Visitor and Contractor Sign-In Form template free to use?

Yes. You can preview and test Visitor and Contractor Sign-In Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Visitor and Contractor Sign-In Form template ask for?

It asks 19 questions across 3 pages, 11 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Visitor and Contractor Sign-In Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this facilities & property management form work?

7 conditional rules ship with the template: Features advanced show logic: if “Visitor type” is Contractor, the form dynamically exposes “Induction reference”. Otherwise that question never appears. Features conditional validation: if “Visitor type” is Contractor, “Do you hold a permit for today's work?” becomes mandatory before the form can be sent. Features advanced show logic: if “Visitor type” is Delivery driver, the form dynamically exposes “Delivery reference”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Visitor and Contractor Sign-In Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Visitor and Contractor Sign-In Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.