Adding Check-In Notes to User Tags

We have added check-in notes to user tags on the 'Supporters' tab! After creating a tag, you are able to affiliate a pop-up check-in note with the tag. This note will appear after clicking the blue "Check-In" button. These tag messages are meant to assist your staff and volunteers who are helping with check-in.

Here are some examples of how we have seen organizations use check-in notes:

• Attendees who need handicap accessible event entry. Example Check-In Note: Please have a volunteer guide this attendee to the handicap accessible entrance.
• Food allergy warning. Example Check-In Note: Please advise this Mr. Smith that there will be nut free dessert options. 
• Urgent Request. Example Check-In Note: Please ask Mr.Smith to meet in the Ballroom at 7:15 PM with the auctioneer & AV team regarding his speaking moment. 
• Volunteer check-in. Example Check-In Note: Please go to the silent auction room to assist the team in set up. 

Please note that you are only able to affiliate ONE tag message with a supporter. 

Adding a Check-In Note to a Supporter

1. Navigate to the 'Supporters' tab. 

In order to create a check-in note, you must first create an affiliated tag. If you tag a supporter with a tag that has an affiliated tag message, this message will appear after clicking the blue "Check-In" button. Click here to learn more about creating supporter tags. 

2. Click into the user tag icon next to any supporter in the 'Supporters' tab, shown below. 

3. Next, you will see a list of your tags, shown below.

4. Click the ellipsis to the left of the user tag you would like to add a check-in note to. 

5. Next, click "Edit Tag Message."  This will open a modal where you can add your check-in note. 

6. After entering your tag message into the field provided, click "Submit."

How Does This Message Appear During Check-In? 

 If a user is tagged with a tag that holds a check-in note and you are checking in guests on a desktop or laptop, it will present in a pop-up window after you click the blue "Check-In" button, shown below. 

If you are checking  If a user is tagged with a tag that holds a check-in note and you are checking in guests utilizing the scanner application, it will present in a pop-up window after you click the blue "Check-In" button, shown below.