Knowledgebase

Event Management for Salesforce: Check-In and Check-Out with Swiper1

Last Updated: Jun 05, 2017 03:26AM EDT
Version: 5.170502xxxx

Check-In & Check-Out for attendees of a particular event can be managed in this section. All the attendees who were registered for the event will be listed here.

Click on C&P Event Management and select the desired event from the list. Click on Check-In & Check-out from the list.

1.Swiper1 Mobile Check-In & Check-Out Date/Time: By clicking on Edit, the start and end date of Swiper1 check-in & check-out for the particular event can be edited. Make sure to click on Save after making the changes.



2.Swiper1 Enabled Levels: By clicking on Edit, Check-in/Check-Out and Registrations can be enabled or disabled in Swiper1 app. If Check-In/Check-Out is enabled then volunteers can perform check-In/Check-Out actions in an event and vice versa. If registrations are enabled then registrants can register for the event through Swiper1 app and vice versa. 



3.Check-In & Check-Out List: It is list of all the attendees who were registered for the event.

4.Search: Search bar helps to search the attendees with name and ticket ID.

5.
  • Name: The list of names in Alphabetical order will be displayed in this section.
  • Ticket ID: The ticket ID series number will set in Designer > Tickets.
  • Registration Level: The attendee’s Level will be displayed in this section.
  • Check-In Notes: Check-In notes can be updated by clicking on Preview. Note should not exceed more than 250 characters.
  • Check-In Status: The status of the attendee will be displayed in this section.
  • Last Status Change: The last status change of the attendee will be displayed in this section.
  • Action: By clicking on the button, the status of the attendee will be changed. It will be either Check-in or Check-out.
  • Preview: It gives the details about the history and status of the attendee.



6.10, 100, 500, 1000 attendees can be viewed at once. They can be selected from the drop-down menu.

7.Current page will be displayed. Patron can move to any page by mentioning the page number.

Swiper1 Access:

Swiper1 Access allows Click & Pledge users to check-in and check-out attendees through Swiper1 mobile application. The settings which are saved in the Swiper1 Global Access will be replicated here. 
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