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 used on-site to check attendees in using a mobile device.

Certain Check-In can also let attendees 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.

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

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

This configuration page sets up an optional Temporary Access Code.

This configuration page sets the registration statuses to be applied.

This configuration page selects the attendee types to be shown on the Guest List page.

This configuration page selects the 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 is captured in real time.

Videos: The Certain University "Check-In Config"" course.

Notes

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

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

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

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

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

The event End Date appears on Plan > Event Setup > Details.

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

Temporary Access Code

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

Temporary Access Code is used by people you have authorized to use the app even if those people do not have a Certain user account.

Temporary Access Code is intended for temporary on-site staff employed only at the event.

Note: 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.

Temporary Access Code length is maximum 25 characters. Temporary Access Code length is minimum 10 characters. Temporary Access Code uses alphanumeric characters only. Temporary Access Code must not include spaces or special characters.

Valid From and To

Valid From and To is the date/time range in which the Temporary Access Code can be used.

Select the date from the calendar. Enter the date in mm/dd/yyy format if you do not select a calendar date.

Type the time in hh:mm am/pm format. Example times include 8:00 am and 5:00 pm.

Caution: The Check-In app rejects the Temporary Access Code as invalid if the Temporary Access Code is used outside this range. Caution: The Check-In app rejects the Temporary Access Code as invalid 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 is the registration status applied when an attendee is checked in.

The attendee becomes checked in by a Certain Check-In user tapping the clear check box next to the attendee’s name.

The attendee becomes checked in when the clear check box changes to a check mark.

Registration Status on Reverting Check-in

Registration Status on Reverting Check-in is required.

Registration Status on Reverting Check-in is the registration status applied when an attendee’s check-in is revoked.

The attendee’s check-in is revoked by a Certain Check-In user tapping the check mark next to the attendee’s name.

The attendee’s check-in is revoked when the check mark changes to a clear check box.

Check Balance Due During Check-In

Enabled is a setting.

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

Print Badges upon Check-In

Enabled is a setting.

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

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

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

Caution: If all On-Demand Badges are later deleted, or if the feature is disabled, then this setting automatically changes to "OFF".

Allow Walk-Ins

Enabled is a setting.

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

If Enabled is set to "YES", then attendees can be registered at the door using the Check-In app.

If Enabled is set to "NO", then you cannot add any attendees at an event. If Enabled is set to "NO", then you can only check in pre-registered attendees.

Collect Attendee Signature

Enabled is a setting.

If Enabled is set to "YES", then attendees can write their signature when checking in.

You can download the signature from the attendee’s Attendee Profile page in Certain.

Guest List Fields

Native App Fields

The Guest List screen of the Check-In app shows the attendee’s First Name and Last Name.

You can choose two additional fields. The default additional fields are Organization and Position.

In Field 1 and Field 2, select the fields to be shown.

The available fields 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 are shown on the Guest List screen of the Check-In app.

To add attendee types to the list

1. Click Select Attendee Types to Add or Remove.

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

3. Select the check boxes of the attendee types to add.

4. Click Use Selections.

To remove an attendee type from the list

1. Click Select Attendee Types to Add or Remove.

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

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

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

5. 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

1. Click Select Statuses to Add or Remove to display the drop-down list of registration statuses.

These include custom statuses configured on Plan > Event Setup > Custom Statuses.

These include standard default statuses such as New, Requested Invitation, etc.

That is usually the case.

Some organizations choose to use only custom statuses.

2. Select the statuses to add.

3. Click Use Selections.

To remove a status from the list

1. Click Select Statuses to Add or Removes.

2. The list displayed is of all registration statuses set up for the event.

3. Any already chosen for inclusion on the guest list have their check boxes selected.

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

5. 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