The Event Check-In feature allows you to track attendance of external participants (customers, clients, or guests) at your event. By checking in customers, you can maintain accurate attendance records, generate compliance reports, and analyze participation metrics. This process is managed through the Event Check-In menu, where custom labels can be applied to differentiate between internal and external attendees.
When to use
When tracking attendance of external participants at your event
When generating compliance reports for customer participation
When analyzing customer engagement metrics
When managing guest check-ins for external attendees
Before you start
You must have Admin, Event Manager, or Event Scheduler permissions to check in customers.
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Select "People" from the left sidebar menu.
Click "Event Check-In" in the submenu.
If you don't see the Event Check-In option, verify that the feature is enabled for your event in the Settings tab.
Toggle to the "Customers" tab at the top of the check-in page.
This tab may display a custom label if your event has overridden the default "Customer" label.
Locate the customer you want to check in from the list.
Use the search bar at the top of the directory to quickly find specific customers by name, email, or company.
Click the check-in button next to the customer's name.
Confirm the check-in when prompted.
If "Check-In Per Event Day" is enabled, you'll need to select which day you're checking the customer in for.
Review the customer's status, which should now show as "Checked In" with a green indicator.
Continue checking in other customers as needed.
Once a customer is checked in, their status cannot be automatically reverted. You must manually change it back if needed.
Troubleshooting
If check-in buttons are not visible:
Ensure "Enable Customers Check-in" is activated in the Event Check-In settings
Clear your browser cache and cookies
Try using a different browser or device
Contact support if the issue persists after trying these solutions
If a customer was incorrectly checked in:
You must manually update their status, as check-ins cannot be automatically reverted