Check-In: Basic Configuration

Source:

Published:

Keywords: Check-In, Temporary Access Code, Guest List, Registration Status, Walk-Ins, Print Badges, Kiosk, Alerts, Insights

Document ID: https://platform-support.certain.com/hc/en-us/articles/30517690920983#split1

Introduction

Introduction defines the scope of the Engage > Check-In pages.

The Engage > Check-In pages allow configuring the on-site Check-In experience for Certain Check-In.

Check-In is enabled for an event on Plan > Configure > Options.

There are seven Check-In pages accessible via the left navigation panel.

Page structure and access

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

Basic – This page is the one seen when navigating to Engage > Check-In.

Session – Enable and configure Check-In for sessions created in Speaker and Session Management.

Question – Select custom registration questions and/or custom profile questions for the check-in process.

Profile – Select and order additional profile fields to be shown.

Kiosk – Select custom registration questions and/or custom profile questions for Survey Mode 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 is captured in real time.

Video: The Certain University “Check-In Config” course.

Notes: The Engage menu Check-In configuration pages are available only if your Certain bundle includes Certain Check-In. Your administrator configures 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. The event will be available for use in the Certain Check-In app only if its status is not Testing and its End Date is within the allowed number of days set on Plan > Event Setup > Details. The number of Check-In Credits remaining is shown in red in the upper right corner of the screen on each page.

Basic Configuration

Video: Check-In Basic Configuration (2 min)

Temporary Access Code

Temporary Access Code is a temporary ID to Certain Check-In for this event. The Temporary Access Code is used by people who do not have a Certain user account.

Temporary Access Code must be unique across all events in all accounts. If auto-generated codes are not used, the first choice may not be accepted.

Length: maximum 25 characters, minimum 10.

Alphanumeric characters only; no spaces or special characters.

Valid From and To – 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.

Registration Status after Check-in applies to an attendee when they are checked in by a Certain Check-In user.

The 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.

Registration Status on Reverting Check-in applies to an attendee when their check-in is revoked by a Certain Check-In user, changing it to a clear check box.

Check Balance Due During Check-In

Check Balance Due During Check-In is Enabled.

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 is Enabled.

If set to ON, On-Demand Badge printing is enabled in the Check-In app.

The attendee’s badge (as configured per attendee type) will be printed when the attendee has been checked in.

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

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

There is a list of recommended printers.

Allow Walk-Ins

Allow Walk-Ins is Enabled.

If set to YES, attendees can arrive at the event without having pre-registered, 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 is Enabled.

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

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

Guest List Fields

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, and 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 of 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 of 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.

The statuses include custom statuses configured on Plan > Event Setup > Custom Statuses and the standard default statuses, such as New and Requested Invitation.

Note: The standard default statuses are only included when the Show Default Statuses check box is selected on Account Settings > Implementation > Security. This is usually the case, but some organizations choose to use only custom 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 all registration statuses 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.

See Also

Videos

The Certain University "Check-In Config" course is available.

Notes

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

Administrators must enable Certain Check-In for the event under Plan > Configure > Options > Functional Areas needed By This Event.

Administrators configure the branding (logo) and header/footer background color at the account level on Account Settings > Implementation > Check-In Settings.

The event End Date must be no longer ago than the number of days set on Account Settings > Implementation > Check-In Settings.

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

Was this article helpful?

Yes No

[Related articles]