The Appointment Check-In feature allows you to track attendance at meetings by marking participants as "checked in" when they arrive. From the Appointments section of your event, you can customize check-in settings including signature capture, opt-in/opt-out requirements, and whether check-in is available for all attendee types.
When to use
When tracking attendance at appointments
When compliance requires signature capture from attendees
When you need to collect opt-in/opt-out preferences during check-in
When you want to enable customer check-in for external participants
Before you start
You must have System Administrator or Event Manager permissions to modify check-in settings. Required fields are marked with an asterisk (*).
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Click on "Options" in the submenu.
Scroll down to the "Check-In Settings" section.
Toggle "Enable Signature Capture" to ON if you want attendees to provide signatures during check-in.
Signature capture only works on mobile devices through the Cadence app, not on the web interface.
Select "Signature Required for Customers Only" if you want to require signatures only from external participants.
Toggle "Enable Opt-In/Opt-Out" to ON if you need to collect consent preferences during check-in.
Toggle "Enable Customers Check-in" to ON to allow external participants to be checked in.
Enabling customer check-in is essential for tracking attendance of all participants, not just internal team members.
Toggle "Enable email and push-notification to user assistant" if you want assistants to be notified when their users check in.
Click "Save" to apply your changes.
Changes to check-in settings will affect all appointments in your event immediately.
Troubleshooting
If check-in options aren't appearing in the mobile app, ensure you're using the latest version of the Cadence app (v2.7.404 for Android or v2.7.393 for iOS) and try refreshing your event data.