How to differentiate between lead scanning and appointment badge check-in
How to differentiate between lead scanning and appointment badge check-in
How to differentiate between lead scanning and appointment badge check-in
When using the Cadence mobile app, you may encounter confusion between lead scanning and appointment badge check-in features when both are enabled. This guide explains how to properly configure the timing settings to ensure users can clearly distinguish between these functions when scanning badges at events.
When to use
When your event uses both lead scanning and appointment badge check-in
When users report accidentally checking attendees into appointments when trying to scan leads
When you need to optimize the badge scanning experience for booth staff and appointment hosts
When you want to prevent confusion between different scanning functions
This feature requires the latest version of the Cadence mobile app (v2.7.404 for Android or v2.7.393 for iOS).
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on "Settings" from the Leads submenu.
Scroll down to the "Badge Scanning Configuration" section.
Toggle "Enable Badge Scan Check-in" to activate badge scanning if not already enabled.
Locate the "Appointment Check-in Timing" section.
Enable the "Restrict appointment check-in to appointment time window" option.
This setting ensures appointment check-in options only appear when scanning badges near the scheduled appointment time.
Set the "Pre-appointment window" to 5 minutes.
Set the "Post-appointment window" to 10 minutes.
With these settings, the appointment check-in option will only appear when scanning a badge between 5 minutes before an appointment starts until 10 minutes after the appointment ends.
Save your configuration changes.
Test the setup by scanning a badge outside the appointment time window to verify only lead scanning appears.
Test again within the appointment time window to confirm both options are available when appropriate.
Troubleshooting
If users still experience confusion between lead scanning and appointment check-in:
Verify users have updated to the latest version of the Cadence mobile app
Check that the appointment times in the system are accurate
Consider temporarily disabling one feature if both aren't needed simultaneously