Updated: 2 months ago
Overview
The Badge Setup page is where you connect badge templates to attendee types before an event. It is also where you fine-tune how each template prints for different audiences. It is also where you confirm that every attendee type has a badge assigned before you go live.
This guide covers navigating the Badge Setup page. This guide covers creating and customizing assignments. This guide covers using multiple templates in one event. This guide covers verifying full coverage before event day.
The Badge Setup Page
Open the event from the Account Dashboard. Then click Badges in the left sidebar.
The Badge Setup page has three areas:
- Badge Assignments (left): where you create and manage assignments between templates and attendee types
- Badge Assignments at a Glance (right): a quick-reference list of every attendee type and which template it is tied to, or Not assigned if none
- Printer Settings (below Badge Assignments): a reminder that printer selection happens per device at check-in, not on this page
Before you start: Badge templates must exist in your account before you can assign them here. If the template you need is not in the dropdown, go to Administration > Badge Templates and create it first.
Creating an Assignment
Click Add in the top-right corner of the Badge Assignments section. If no assignments exist yet, you will also see an Add Badge Assignment link in the center of the empty section. Both links open the same modal.
1. Click the Badge Template dropdown and select a template. A preview of the badge layout appears on the right side of the modal. Use the preview to confirm you selected the right template. 2. In the Attendee Types checklist, check every attendee type that should print on this template. Click Select All in the top-right of the checklist if the same template applies to everyone. 3. Click Add Assignment to save.
The modal closes. The assignment appears as a card. Each selected attendee type updates from Not assigned to the template name in the at-a-Glance panel.
Customizing an Assignment
Each assignment card shows a mini preview of the template. The card also shows three controls you can adjust without reopening the modal.
Attendee Types chips
Attendee types tied to this assignment appear as chips. Click × on a chip to remove a type from the assignment. Click the + dropdown to add more.
Font Override
Use Font Override to change the font for this specific assignment without touching the template itself. Leave Font Override on Default (Inter) to use the template's font. Select another option from the list to use a different font.
Customize Fields
Customize Fields opens a panel. The panel overrides the field layout for this assignment only. Changes here do not affect the underlying template.All changes on the card save automatically.
Using Multiple Templates in One Event
If different attendee types need different badge designs, click Add again. Create a second assignment with a different template.
One rule to keep in mind is attendee-type assignment exclusivity. Each attendee type can only be tied to one template at a time. To move an attendee type to a different template, remove the attendee type from its current assignment first. Then add the attendee type to the new assignment.
Verifying Coverage
Use the Badge Assignments at a Glance panel as the final check before the event. Any attendee type still marked Not assigned will not have a badge to print. Those attendees will check in without one.
Printer Settings
Below the Badge Assignments section, you will see a Printers are configured per-device note.
Printer selection does not happen on this page. Staff choose a printer at check-in time from whichever device they are using. Each device remembers its selection for that event.
A Few Things to Know
An attendee type is missing from the list?
Attendee types only appear if they are present in your synced registration data.
Check that records of that attendee type have a completed registration status in Certain. Then trigger a manual sync to pull the latest data into Greet.
Template not showing in the dropdown?
Go to Administration > Badge Templates. Confirm the template exists. If the template was just created, refresh the page and try again.
For a detailed walkthrough of How to Set Up Badges in Greet, please see the training video below: How to Set Up Badges for an Event