Configuring a gathering for Check-In
Before you begin
To create your gathering, follow the guidance in the support article Adding and managing gatherings. You can then proceed to follow the guidance here.
Navigate to Gatherings in the Account section and select to Edit the gathering you wish to configure for Check-In:
From the gathering's view page, click Enable Check-In to allow the checking in of adults, children or both through Check-In:
First, select what types of people will be checked into this gathering - either Adults, Children or All Age. When using Check-In, adults are checked into an Attendance module record and Children are checked into a Children module record. If you select All Age or Children, you'll also need to specify which Children module Group Setup this gathering relates to.
Family Search is enabled by default but you can select to disable that if you prefer. Next, set the Check-In Process and Check-In Code options and customise the size of Check-In badges based on your label stock. Optionally, set a PIN to access the admin area of Check-In sessions created from this gathering:
Click Save and the gathering view page is surfaced. From now on, the gathering will surface in Check-In when creating a session.
Optionally, you can then further customise Check-In settings for this gathering in the Details tab. First, select how Check-In users can search for people during a session:
Next, select which badges to print during Sessions created from this gathering:
Top Tip! Customising badge content...
For Adult, Child and Room badges, optionally customise the information displayed on each. Click Customise to configure the settings for each pertinent badge type:
Tick/Untick the options as necessary - the preview badge will automatically update, giving you an idea of what your Check-In badges will look like during a Check-In Session.
Next, optionally select which fields are visible for Visitors added through the Check-In system:
Finally, customise the Welcome message displayed in Check-In, as well as the Success message displayed after a person successfully checks in.
If, in the future, you need to disable Check-In for this gathering, click Disable Check-In.
In the Attendance tab of the gathering's view page, you are then able to configure the Metricsets and Metrics that you wish to apply to this gathering. By default, two metricsets - In-person and Online - are included which you can further customise as required. We will explore this in the next section of this article.
