Using Session Check-Ins with PheedLoop OnSite

PheedLoop OnSite supports session check-ins among many other features. To use this feature, you must use PheedLoop's badge printing systems. The badge system is required because of the unique QR code assigned to each attendee. To learn more about our on-site badge solutions, visit here.

Assigning Staff Members and Permission Sets

In order to use PheedLoop OnSite, an account that is a team member or staff member with the appropriate permission set is required. Once done, the staff member can login to PheedLoop OnSite as normal. If this step has already been completed, please proceed to the Logging into PheedLoop OnSite as a Staff Member section below.

To create Permission Sets

1. From the Event Dashboard, navigate to OnSite > Staff & Permissions > Permission Sets

2. Above the Permission Sets table, select Create

   

3. Under the Name field, enter the name for this permission set
4. Under the Description field, enter the description for this permission set
5. Toggle on the permission checkboxes as necessary; each checkbox will grant access to its respective pages
   1. Event Check-In - Allows the staff member to scan an attendee into the event.
   2. Session Check-In - Allows the staff member to scan an attendee into the session.
   3. Live Display - Grants the staff member access to the Live Display Power-Up. They can use this to share information on a screen like a television or projector.
   4. Lead Retrieval - Allows the staff member to act in place of the exhibitor to scan attendees for lead retrieval.
   5. Ticket Scanner - Allows the staff member to scan and redeem tickets for the event.

6. Select Save Changes

   

To create Staff Members

1. From the Event Dashboard, navigate to OnSite > Staff & Permissions > Staff Members

2. Above the Staff Members table, select Create

   

   1. Under the Full Name field, enter the member’s name.
   2. Under the Email field, enter the member’s email address.
   3. Under the Permission Set field, select the relevant permission set for them.

3. Select Save Changes

   

Using Staff Member Passwords

Each Staff Member will have a unique temporary password that can be used to access their account. For security purposes, the temporary password will cease to work once a staff member has set their own password from the Member Portal.

Please note, it is strongly advised not to share these passwords publicly to avoid security breaches. We recommend using a password manager with a form of multi-factor authentication for best practice.

1. From the Event Dashboard, navigate to Staff & Permissions > Staff Members
2. Select the Staff Member to get the password from

3. Select View Event Staff Member Password

   

The password will now appear for you to copy and share with the staff member.

Logging into PheedLoop OnSite as a Staff Member

Once your staff members are created, follow the steps below to learn how to scan attendee badges for session check-in.

Please note, you must use PheedLoop's OnSite Services to gain access to PheedLoop OnSite. To learn more about our OnSite Services visit here.

1. From the tablet's home screen, navigate to the PheedLoop OnSite app
2. From the app, enter your event code or the custom URL extension for your event
   1. The Event Code can be found by navigating to General > Details under Event Code and Custom URL Extension, respectively.

3. Select Go

   

4. Login with a team member or staff member's login credentials

5. Select Login to OnSite

   

6. From the OnSite page, navigate to Session Check In

   

7. Select the session you wish to check in for

   

8. Select either Scan or Search for your preferred method of checking attendees in
9. Session Check-In Settings can be accessed by selecting the Gear Icon on the top right corner
   1. Restrict to Pre-Registered - If enabled, only attendees who have registered for the session will be able to check in.
   2. Check-Out Mode - This setting will checkout an attendee when their badge is scanned.

   3. Automatic Mode - Enable this setting to keep the scanner on after checking in one attendee.

      

Scan

Selecting this option will use the tablet’s camera to scan attendee badges. Please note this feature requires camera permissions to be enabled with PheedLoop OnSite. If this is not permitted, you can enable this by doing the following:

1. From the Ipad’s homepage navigate to the Ipad’s Settings
2. Navigate to Privacy > Camera
3. Under PheedLoop OnSite, enable the toggle

The Ipad will now be able to scan attendee badges and check them into the event.

1. From the Check In page, select Scan
2. Hover the camera over the attendee badge

3. Select Confirm

   

The attendee will now be checked into the event.

Search

Attendees can be checked in manually by searching for their name. This is ideal if your event will not be making use of attendee badges.

1. From the Check In page, select Search
2. Enter the Attendee’s name
3. If multiple results appear, select the correct attendee from the list

4. Select Confirm

   

The attendee will now be checked into the event.