The Appointment Check-In feature allows you to track attendance at meetings by marking participants as "checked in" when they arrive. From the Appointments Menu › Settings section, 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 "Settings" in the submenu.
Scroll down to the "Check-In Settings" section.
Toggle "Enable Standard Attendee Check-in" to ON to activate basic check-in functionality.
Standard check-in is the simplest option and works well for most events where you just need to track who attended.
Toggle "Enable Badge Scan Check-in" to ON if you want to use badge scanning for faster check-ins.
Badge scanning requires compatible hardware and works best with the Cadence mobile app.
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 Legal Disclaimer Check-in" to ON if you need to collect consent 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.
Troubleshooting
If check-in options aren't working properly:
Verify that the mobile app is updated to the latest version for signature capture
Check that attendees have been properly added to the appointment before attempting check-in
Ensure room settings aren't overriding your appointment-level check-in configuration
Related links
How to use the appointment check-in process
How to configure appointment registration management
How to differentiate between lead scanning and appointment badge check-in