Check-In: Basic Configuration

Introduction

On the Engage > Check-In pages you customize the app experience for Certain Check-In.

Certain Check-In is the app you can use on-site to check attendees in using a mobile device, or let them answer survey questions at the event.

These pages are available to Registration Support users, Event Builders, and Administrators, when Check-In is enabled for the event on Plan > Configure > Options.

Page Overview

There are seven pages accessed via the links in the left navigation panel.

• Basic – This is the configuration page you see when you go to Engage > Check-In.

On Basic, you can set up an optional Temporary Access Code, set the registration statuses to be applied, and select the attendee types and registration statuses to be shown on the Guest List page.

• Session – Enable and configure Check-In for checking in to sessions created in Speaker and Session Management.
• Question – Select custom registration questions and/or custom profile questions to ask during the check-in process.
• Profile – Select (and set the order of) additional profile fields to be shown.
• Kiosk – Select custom registration questions and/or custom profile questions to ask in Survey Mode available on Certain Kiosk.
• Alert – Create SMS and email alerts to be sent when selected attendees check in.
• Insights – See graphs illustrating Check-In data as it's captured in real time.

Videos

Videos explain the configuration.

The Certain University offers the "Check-In Config" course.

Notes

Notes: On the Engage menu, these Check-In configuration pages are available only if your Certain bundle includes Certain Check-In.

Your administrator configures the branding (logo, header/footer background color) and other settings for the Certain Check-In app at the account level, on Account Settings > Implementation > Check-In Settings.

Once configured here, the event will be available for use in the Certain Check-In app, provided:

• its event Status is anything other than Testing, and
• its End Date is no longer ago than the number of days set on Account Settings > Implementation > Check-In Settings.

(See Plan > Event Setup > Details for the event End Date.)

The number of Check-In Credits remaining on your count is shown in red in the upper right corner of the screen of each page.

Basic Configuration

Video

Video: Check-In Basic Configuration (2 min)

Temporary Access Code

Temporary Access Code is a temporary ID to Certain Check-In for this event.

This ID is for use by people you have authorized to use the app, even if they do not have a Certain user account.

Temporary on-site staff employed only at the event may use this code.

Note: The Temporary Access Code must be unique across all events in all accounts. If you do not use the auto-generated code, your first choice may not be accepted.

Length: maximum 25 characters, minimum 10.

Alphanumeric characters only; no spaces or special characters.

Valid From and To define the date/time range in which the Temporary Access Code can be used. Select the date from the calendar, or enter it in mm/dd/yyyy format. Type the time in hh:mm am/pm format. For example, 8:00 am or 5:00 pm. Caution: The Check-In app will reject the Temporary Access Code as invalid if used outside this range, or if no range is specified on this configuration page.

Registration Status after Check-In

Registration Status after Check-in is required.

Select the registration status to apply to an attendee when they are checked in.

This action occurs when a Certain Check-In user taps the clear check box next to the attendee's name, changing it to a check mark.

Registration Status on Reverting Check-In

Registration Status on Reverting Check-In is required.

Select the registration status to apply to an attendee when their check-in is revoked.

This occurs when a Certain Check-In user taps the check mark next to the attendee's name, changing it to a clear check box.

Check Balance Due During Check-In

Check Balance Due During Check-In Enabled is a toggle.

If set to "ON", a warning message is displayed if the attendee checking in has an amount outstanding.

Print Badges upon Check-In

Print Badges upon Check-In Enabled is a toggle.

Set to "ON" to enable On-Demand Badge printing in the Check-In app.

The attendee's badge (as configured per attendee type) will be printed when they've been checked in.

Note: On-Demand Badges must be set up before you can set this to "YES".

Caution: If all On-Demand Badges are later deleted, or the feature disabled, this setting will automatically change to "OFF".

There is a list of recommended printers.

Allow Walk-Ins

Allow Walk-Ins Enabled is a toggle.

If set to "YES", attendees will be able to arrive at an event without having pre-registered for it, and be registered at the door using the Check-In app.

If set to "NO", you will not be able to add any attendees at an event and will only be able to check-in pre-registered attendees.

Collect Attendee Signature

Collect Attendee Signature Enabled is a toggle.

If set to "YES", attendees will be able to write their signature when checking in.

You will be able to download the signature from their Attendee Profile page in Certain.

Guest List Fields

Guest List Fields appear on the Native App Fields section.

The Guest List screen of the Check-In app will show the attendee's First Name and Last Name.

You can choose two additional fields. By default, these are Organization and Position.

In Field 1 and Field 2, select the fields to be shown. The fields available are:

• Email
• Phone
• Position
• Organization
• City
• State/Province
• Country
• Postal Code
• Notes
• Attendee Type
• Registration Status

Guest List - Attendee Types

Show these Attendee Types in Guest List.

Attendees with an attendee type in this list will be shown on the Guest List screen of the Check-In app.

To add attendee types to the list: Click Select Attendee Types to Add or Remove.

The list displayed is all attendee types set up for the event.

Select the check boxes of the attendee types to add.

Click Use Selections.

To remove an attendee type from the list: Click Select Attendee Types to Add or Remove.

The list displayed is all attendee types set up for the event.

Any already chosen for inclusion on the Guest List page have their check boxes selected.

Clear the check boxes for those you want to remove from the list.

Click Use Selections.

Guest List - Statuses

Show these Statuses in Guest List.

Select the registration statuses to be shown on the Guest List screen of the Check-In app.

To add statuses to the list: Click Select Statuses to Add or Remove to display the drop-down list of registration statuses. Select the statuses to add. Click Use Selections.

To remove a status from the list: Click Select Statuses to Add or Remove. The list displayed is of all registration statuses set up for the event. Any already chosen for inclusion on the guest list have their check boxes selected. Clear the check boxes for those you want to remove from the list. Click Use Selections.

See Also

• List of all Certain Check-In help topics
• Configuration Guide for event planners
• Quickstart Guides for users of the app
• Videos: The Certain University "Check-In Config" course

Related articles

• Check In PDF Guides
• Email FAQ - Sending Email
• Travel Configuration
• Enforcing email uniqueness and addressing form login errors for existing email addresses
• Certain Check-In iOS Quickstart Guide