Check-in Function: What’s Changed?

Avatar Emily Higgins, 

If you’ve previously used our ‘Guestlist’ function, you may notice a couple of differences with how our new check-in function works. We’ve spent a lot of time designing a simpler, more streamlined user journey to make your overall experience much faster.

🖥️ So, what’s changed in the Dashboard?

Adding clarity to your form setup

A simpler interface; to add check-in to your form just click on the toggle, “Track attendance”. Then proceed to set up your form and import your list of invitees.

track-attendance.pngMap your imported data to your form fields

All data fields from your imported csv file must now be mapped to your form fields - or it’ll be discarded. This behaviour also means the old option to “Show data in app” is redundant, so you won’t see this anymore.map-fields.png

Export Attended Status with your event data

The new Attended Status is related to individual records, so it’ll be included with your dataset when you export it post-event.

 

📱And in-App, what’s changed there?

A concise, streamlined user experience

The new check-in functionality contains fewer steps, fewer screens and fewer options. Search, check-in, done.

Check-in revolves around search

To check-in a person to your event, start typing name or email - then select from the imported list. If they don’t appear here, you can add them as a new walk-in.

search.pngEmpty events appear… empty

Now you’ll only see records for those who you’ve checked-in to your event. This means that if you haven’t checked-in anyone, then you’re not going to see an entire list of invitees (which is good news for data protection!).

start.pngSkip un-required fields

If there are un-required fields in your form, you can skip these questions by tapping ‘Save & Close’.

save-and-close.png

Edit records live at your event

The ability to now edit your imported records in-app means that you can improve the accuracy of your records and make changes as required.

 

For more information on how to setup your check-in events, import a list of invitees and mark people as attended, see our new article “Using Check-in and Setting an Attended Status”.

 


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