Check-In: Basic Configuration

Introduction

The Engage > Check-In pages configure the app experience for Certain Check-In.

The Certain Check-In app is used on-site to check attendees in using a mobile device.

The app can also present survey questions at the event.

There are seven pages accessible via the left navigation panel.

The pages are Basic, Session, Question, Profile, Kiosk, Alert, and Insights.

The Basic page is the page you see when you go to Engage > Check-In.

On the Basic configuration page, 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 page enables and configures Check-In for checking in to sessions created in Speaker and Session Management.

Question page lets you select custom registration questions and/or custom profile questions to ask during the check-in process.

Profile page lets you select and set the order of additional profile fields to be shown.

Kiosk page lets you select custom registration questions and/or custom profile questions to ask in Survey Mode available on Certain Kiosk.

Alert page lets you create SMS and email alerts to be sent when selected attendees check in.

Insights page lets you see graphs illustrating Check-In data as it's 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 enable Certain Check-In for the event under Plan > Configure > Options > Functional Areas needed By This Event.

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.

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

(The End Date note refers to 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 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, for use by people you have authorized to use the app although they don't have a Certain user account.

Note: Must be unique across all events in all accounts, so if you don’t 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 – 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 – (Required.) Select the registration status to apply to an attendee when they are checked in (by a Certain Check-In user tapping the clear check box next to their name, changing it to a check mark).

Registration Status on Reverting Check-in

Registration Status on Reverting Check-in – (Required.) Select the registration status to apply to an attendee when their check-in is revoked (by a Certain Check-In user tapping the check mark next to their name, changing it to a clear check box).

Check Balance Due During Check-In

Check Balance Due During Check-In Enabled – If set to "ON", then 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 – 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".

List of recommended printers

Allow Walk-Ins

Allow Walk-Ins Enabled – 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 – 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

Native App 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 of registration statuses.

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

Note: The standard default statuses are only included when the Show Default Statuses check box is selected on Account Settings > Implementation > Security. That 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 to display the drop-down list of registration statuses.
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.