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. 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. Enable Check-In for the event under Functional Areas needed By This Event.
There are seven pages, accessed via the links in the left navigation panel.
- Basic — This configuration page is the page you see when you go to Engage > Check-In.
Set up an optional Temporary Access Code.
Set the registration statuses to be applied.
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 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.
The administrator configures these settings on Account Settings > Implementation > Check-In Settings.
- Once configured here, the event will be available for use in the Certain Check-In app.
The event is available when:
- 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 is shown 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
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. The Temporary Access Code is for use by people you have authorized to use the app without having a Certain user account. Temporary on-site staff employed only at the event can use the Temporary Access Code.
Note: The Temporary Access Code must be unique across all events in all accounts. If the auto-generated code is not used, the first choice may not be accepted.
Length: maximum 25 characters, minimum 10. Temporary Access Code uses alphanumeric characters only. Temporary Access Code cannot 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. Or enter the date in mm/dd/yyyy format. Enter the time in hh:mm am/pm format. Example times include 8:00 am and 5:00 pm.
> Caution: The Check-In app will reject the Temporary Access Code as invalid if the code is used outside this range. > The Check-In app will also reject 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 a required setting. Registration Status after Check-in specifies the registration status to apply to an attendee when the attendee is checked in. The setting applies when a Certain Check-In user taps the clear check box next to an attendee name. The setting changes the clear check box to a check mark.
Registration Status on Reverting Check-in
Registration Status on Reverting Check-in is a required setting. Registration Status on Reverting Check-in specifies the registration status to apply to an attendee when the attendee check-in is revoked. The setting applies when a Certain Check-In user taps the check mark next to an attendee name. The user changes the check mark to a clear check box.
Check Balance Due During Check-In
Enabled
Enabled is a setting for Check Balance Due During Check-In. 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
Enabled is a setting for Print Badges upon Check-In. Set Enabled to "ON" to enable On-Demand Badge printing in the Check-In app.
The attendee's badge is printed when the attendee has been checked in. The badge is printed as configured per attendee type.
> Note: On-Demand Badges must be set up before this setting can be set to "YES".
> Caution: If all On-Demand Badges are later deleted, or the feature is disabled, this setting will automatically change to "OFF"!
List of recommended printers.
Allow Walk-Ins
Enabled
Enabled is a setting for Allow Walk-Ins.
If Enabled is set to "YES", attendees can arrive at an event without having pre-registered for the event. The Check-In app registers attendees at the door.
If Enabled is set to "NO", you cannot add any attendees at an event. You can only check-in pre-registered attendees.
Collect Attendee Signature
Enabled
Enabled is a setting for Collect Attendee Signature. If Enabled is set to "YES", 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 will show the attendee's First Name and Last Name.
You can choose two additional fields. By default, the two additional fields are Organization and Position.
In Field 1 and Field 2, select the fields to be shown.
The fields available are:
- 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: 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. The drop-down list includes custom statuses configured on Plan > Event Setup > Custom Statuses. The drop-down list includes 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. 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