People - Event Check-In

What is Event Check-In and how to properly set it up

WHAT IS EVENT CHECK-IN

Event check in is set up to properly ensure that people are checked in for an event. To enable this, you will navigate to the Admin site of your event and do the following:

HOW TO ENABLE EVENT CHECK-IN

  • In the left hand menu, click on People then Event Check-In
  • Check off Enable Attendee Check-In

CHECK-IN OPTIONS CONFIGURATIONS

  • Enable Check-In Per Event Day - Allows attendees to be checked in per event day if needed. Report will have each signature captured and guests added per day if applicable.

  • Enable Guests - Once you check someone in, it allows you to check off if they brought guests and then let's you add the number of guests.
  • Enable email and push-notification to user assistant when user is checked in for this event - This sends an email to the assistant that is assigned to the specific attendee (at the user profile level in Admin) that the attendee has checked in for the day.
  • Enable Signature Capture - Selecting this option will require the attendee to provide their signature in order to check in. Please note this functionality will only be available via the app.
  • Enable Customers Check-In - Add customers that will attend the event and allow them to be checked in.
To ensure a customer is added appropriately for check-in, you will make sure "Customers" is enabled as a menu item in Admin site. Then, navigate to the Web side of your event, find the customer that will need to be checked-in and mark them as "Attending"


CHECK-IN LABELS CONFIGURATIONS

To ensure whoever will be checking people in on-site knows the difference between an internal facing (has access to the app) or external facing (does not have access but still needs to be checked-in, you can change the labels of both Internal Attendees and Customers.

CHECK-IN LISTS CONFIGURATIONS

If you do not need to separate out people, you do not need to enable lists. If everyone who is in the event, just needs to be checked-in, you will be able to do so by navigating to the "People" section in your event on Web and Mobile.
If you have customers (external attendees who do NOT have access to the platform) or you prefer to have different lists (examples being; different hotels or physical locations to check-in at, different regions that will be together, different groups, etc) this is a good place to separate those out. You can create as many lists as you want to help keep everything organized.


PROPER ADMIN SET-UP FOR CHECK-INS

  • SCENARIO ONE: All attendees are added as users (have access to the platform/no customers) you will be able to check everyone in by navigating to the "People" section in your event on Web and Mobile.
  • SCENARIO TWO: You have added all attendees as users and you have added any external attendees  (Customers) as "Attending" on the Web side of the platform⁠ , you will do the following in Admin:
  • Navigate to the lefthand menu and select Event Setup ⟶ Menu
  • [+] button ⟶ Create Custom Menu Item
  • Name the Menu Item
  • Navigation Type: Event Check-in
  • Select Menu Icon
  • Visible to: Assign to any people or groups that will be checking people in on-site
  • Save
  • SCENARIO THREE: You have multiple lists consisting of either users or customers or any combination of the two, you will do the following
  • Navigate to the lefthand menu and select Event Setup ⟶ Menu
  • [+] button ⟶ Create Custom Menu Item
  • Name the Menu Item
  • Navigation Type: Nested Menu
  • Select Menu Icon
  • Visible to: Assign to any people or groups that will be checking people in on-site
  • Save
  • Upon saving, the screen will automatically scroll down to where the new nested menu is
  • You will select the [+] button (add item to your nested menu by clicking the + icon)
  • Name the Nested Menu item (Suggestion would be the name of the list you will be assigning)
  • Navigation Type: Event Check-in
  • Check off "Check-in only attendees from a specific list"
  • You can keep the visibility "All" here if you made the parent nested menu item visible to those who should see the lists
  • Save
  • Repeat the process to add more lists under the Nested Menu item