Check-In Flow on the 'Supporters' Tab

Let's learn about check-in flow!

There are many ways to use the check-in features in our event platform. We always recommend that donor profiles are complete before check-in, but we understand that it can be challenging to have all of the information by check-in time. 

This article will review the following: 

• Check-in process

• Non-Ticketed Supporters

Check-in process on the 'Supporters' tab: 

In the manager portal, navigate to the 'Supporters' tab. 

Step 1: Locate the search bar on the 'Supporters' tab. When a guest approaches the check-in table, type their name in the search bar to pull up guest tickets. 

Step 2: A blue "Check-in" button is located at the center of the Supporter list. This is the button you will click to pull up the guest profile. 

Step 3:  When the guest profile pop-up appears, you can confirm that all of their information is correct as well as update their paddle or table number as needed.

The information you want to confirm is up to your team, but we suggest checking:

• First/Last Name
• Phone Number
• Email Address
• Payment Method

Step 4: Once you have confirmed all guest information is correct, click the "Check-In" button. 

The guest will receive the "Welcome" text message and a message containing a magic link that will log them in and take them to the Items on the site. 

Placeholders

Placeholders are used for unassigned tickets within the system.

You can find unassigned tickets within the 'Supporters' tab and the 'Tickets' tab.

The pop-up is the same whether you are clicking "Add Attendee" on the 'Tickets' tab or "Assign" on the 'Supporters' tab, as shown below: 

By clicking "I don't have either of these," you can enter a name for the guest you intend to add, pictured below: 

Once you have entered your placeholder name and selected "Save," you will see that the name is in small light blue lettering within the 'Supporters' tab.

This is because a placeholder is not an active account associated with a user account.

However, you can assign this placeholder a table name or number so you have a better idea of table assignments before your event. To learn more about assigning tables at your event, click here. 

Checking in "Placeholder" and "Add Attendee" tickets

The check-in process for placeholders or unassigned ticket holders is a little different than the process for checking in someone assigned to a ticket. 

Step 1:  Within the list of ticket holders, there could be "Add Attendee" tickets and placeholder tickets. Both of these will show up in the blue, clickable text.

Step 2:  When you see their ticket (placeholder name or "Add Attendee"), click the blue "Check-in" button. This will prompt you to search for their profile.  

Step 3: Once you search by phone number or email, the platform will either find an existing profile or prompt you to "Create User" or "Assign [phone #/email]." Creating a user means creating the attendee's account on the backend. Assigning the phone number or email prompts attendees with a link to finish creating their account on their end.

If the phone number/email is not associated with an account:

If the phone number/email is associated with an account:

Step 4: When the guest profile pops up on the screen, confirm that all of their information (First Name, Last Name, Photo Number, Email, Address, Credit Card) is correct. You can even update their paddle number or table number.

Step 5: Click the event "Check in" button.

Non-Ticketed Supporters

Both ticket holders as well as non-ticket holders appear on the 'Supporters' tab. A non-ticket holder is someone who has interacted with your event site by logging in and/or making a purchase on your event site without purchasing a ticket. You will see non-ticket holders' ticket type listed as 'NO TICKET.'

• You can still check in non-ticket holders, assign them tables, and assign them paddles. 
• If a non-ticketed supporter purchases a ticket, their current 'NO TICKET' type will be removed and replaced with the name of their newly assigned ticket.
• If you only want to see ticketed guests, click the blue "Show Only Ticket Holders" button underneath the search bar, pictured below.

Continue to the next lesson to learn about our scanner feature!