How to set up and use check-in lists for different groups or locations
How to set up and use check-in lists for different groups or locations
How to set up and use check-in lists for different groups or locations
Check-in lists in Cadence allow you to organize attendees into specific groups for easier management at registration desks, multiple venues, or different event areas. By creating dedicated check-in lists, you can streamline the check-in process and ensure attendees are properly tracked at each location or for specific activities.
When to use
When managing check-ins across multiple physical locations
When different staff members are responsible for checking in specific groups
When organizing attendees into logical groups for easier management
When tracking attendance for specific activities or sessions
You must have Admin, Event Manager, or Event Scheduler permissions to create and manage check-in lists.
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.
Select the "Lists" tab at the top of the page.
If you don't see the Lists tab, verify that Event Check-In is enabled in your event settings.
Click the "+ New List" button to create a check-in list.
Enter a name for your check-in list (e.g., "Main Entrance," "VIP Registration," "Breakout Room A").
Add a description to provide context about the list's purpose.
Clear descriptions help staff understand which attendees should be checked in using this list.
Select the attendee types this list will include:
Internal Attendees (or your custom label)
Customers (or your custom label)
Both
Click "Save" to create the list.
Click on your newly created list to open it.
Select the "Add Attendees" button to populate your list.
Search for specific attendees or use filters to find groups of attendees.
You can filter by groups, registration status, or custom fields to quickly find relevant attendees.
Select the attendees you want to add to this check-in list.
Click "Add Selected" to add them to your list.
Review your check-in list, which now displays the added attendees.
The list shows the number of attendees assigned to it in the Lists overview.
Share the list with specific staff members by clicking "Share List" if needed.
Repeat steps 6-17 to create additional check-in lists as needed.
Troubleshooting
If an attendee is added to multiple check-in lists, they can be checked in from any of those lists. The check-in status will update across all lists containing that attendee.