Check-In: Profile Configuration

This page documents how to configure the profile fields shown in the Certain Check-In app.

Baseline Fields

First Name Last Name, and Email are always shown at the top of the Attendee Profile screen in the Certain Check-In app, as well as when the app user adds a new attendee.

The Baseline Fields and their sequence are not editable.

Show these Additional Profile Fields in Check-In

The list of additional profile fields to be shown for an attendee in the app – for example, if the user taps a registration to see more details.

Add and edit fields

To edit the label shown in the app for a field, type a new value in the text box for that field.

To change the sequence in which the fields are displayed in the app, drag them up or down in the list.

To add fields to the list (up to a maximum of 15 in total):

Click Select Profile Fields to Add or Remove.
Optionally search for a field by typing any part of its name in the Search field.
Optionally select one of the Profile Field Categories (All, Default Profile Fields, Profile Questions, or Registration Questions). Only the fields in that category are shown.
If you've entered a term, that term now applies to only the fields in the selected category.
An administrator sets up Profile Questions for the account on Account Settings > Registration > Profile Data.
A planner sets up Registration Questions for the event on Plan > Event Setup > Questions.
Note: Any profile questions selected on the Question Configuration page are not available for selection here, and vice versa.
In the list of fields displayed, any already chosen have their check boxes selected.
Select the check boxes of the fields to add to the list of those to be shown in the app.
Clear the check boxes for any you want to remove from the list.
For each selection: To edit the label shown in the app for a question, type a new value in the text box for that field.
To change the sequence in which the questions are displayed in the app, drag them up or down in the list.
To make an answer Required, click the Off button to toggle it to On. (Click On to change it back to Off.)
Important: Click Use Selections.
The list of fields to be shown now includes those additions.

Remove fields from the list

To remove fields from the list:

Click the X at the end of the row for a question.
Alternatively, you can: Click Select Questions to Add or Remove.
In the list of questions displayed, any already chosen have their check boxes selected.
Clear the check boxes for any you want to remove from the list of those to be shown in the app.
Click Use Selections.
The list of fields to be shown no longer includes those fields.
Always remember to click Save at the bottom of the page.

Video

Video: Check-In: Profile Configuration (1 min)

Check-In: Profile Configuration