How to Conduct Event Check-ins for Attendees

Please note, use of the feature requires the OnSite Check-in Power-Up.

Checking into an event can be a daunting task but with PheedLoop, there are many ways to check an attendee into an event with either their badge or ticket. Attendees can also make use of their badges and tickets to check themselves into an event.

Session Check-In vs Event Check-In 

When scanning from PheedLoop Go! or PheedLoop OnSite attendees with a scanner tag assigned to them will see multiple scanner options including Session Check-In and Event Check-In. Session Check-Ins applies to individual sessions while event check-ins sign the attendee into the event. This article covers event check-ins. For information on session check-ins, please review our How to Use Session Check-In For An In-Person Event article.

Checking in via the dashboard 

If you have not purchased the Mobile Event App for your event, you can still check-in and check-out attendees from the Event Dashboard.

To Check-In and/or Check-Out Attendees:

1. From the Event Dashboard, navigate to Attendees > Attendees 
2. Select the checkbox of the Attendee you wish to check-in or check-out from the list 
3. Above the Attendees table, select Actions > Check In/Out > Check In to Event or Check Out From Event

Once selected, notification will appear confirming that check in/check out has been completed. The attendee will also receive an email confirming their check-in.

To Disable Check-In Email Notifications: 

1. From the Event Dashboard, navigate to OnSite > Settings 
2. Under Check In, toggle off Send Check-In Welcome Email
3. Select Save Changes 

Checking in via OnSite Portal 

PheedLoop offers an OnSite portal which can be used to check in attendees at the venue. PheedLoop OnSite is preinstalled on the iPads sent as part of the Check-In & Badge Print Kiosk package. This can also be accessed through the Event Dashboard, copy and paste the URL to a device and it can be used to check-in attendees. 

To Access the OnSite Portal from the Event Dashboard:

1. From the Event Dashboard, navigate to Event Portals
2. Under OnSite Portals, select OnSite (Check-In Kiosk)
3. In the new page, copy and paste the URL into your device

Your device will now be able to check-in Attendees. Alternatively, you can open the PheedLoop OnSite app that are preinstalled on the tablets sent to your event. 

Checking in via PheedLoop Go!

Please note, use of the feature requires the OnSite Check-in Power-Up and the Hybrid Event Mobile App purchased.

The Event App is another way to check-in attendees to your event. This method is useful for having multiple scanners. It also gives you control over the event by assigning scanners instead of relying on attendees to scan themselves in.

Event Organizers can assign scanners from the event dashboard by creating scanner tags.

1. From the Event Dashboard, navigate to Attendees > Tags
2. Above the Tags table, select Create
3. Fill out the information and toggle on the Is Scanner checkbox
4. Select Save Changes

This tag will give any attendee access to the scanner once assigned. Optionally, you can repurpose an existing tag to give scanning privileges with the steps above. We do not recommend this unless you are certain the tag is not being used for anything else.

To Assign an Attendee as a Scanner:

1. From the Event Dashboard, navigate to Attendees > Attendees
2. Select the Attendee(s) you would like to change from the list
3. Under Tags, select the tag you assigned scanner privileges to
4. Select Save Changes

The attendee(s) with the assigned tag will now be able to see the scanner when they open the navigation menu from the Event’s app page.

1. From the Mobile Event App, open the hamburger menu on the top left corner of the app
2. Under Event Tools, select Scanner
3. Select Event Check-In at the top of the page
4. An attendee can be checked in manually or by scanning their badge
   1. To manually check the attendee in, enter their name on the Search Attendees field and select Check-In on their profile
   2. To scan an attendee in, select Launch Scanner and scan the attendee’s QR code. Once scanned, the attendee will be automatically checked in.
   3. Scanners can also enable the Automatic Mode toggle which will allow them to scan attendees endlessly without having to select Launch Scanner in between badge scans. 

Checking In via PheedLoop OnSite

2. From the iPad’s App Library, open PheedLoop OnSite
3. Enter the Event Code
   2. The Event Code can be found under General > Details
4. Enter your login information
5. From the PheedLoop OnSite app, login with a team member or staff member account
6. Navigate to Check In
7. Select the gear icon at the top right corner to access the settings
8. Under Printers, select the printer you wish to restrict printing from
9. Under Templates, select the template you wish for the printer to use during printing
10. From the Home Screen, select Search and enter the name of an attendee
    2. Alternatively, you can select Scan and present the eBadge of an attendee from the PheedLoop Go! App.
11. Select the Attendee from the list
12. Select Yes

Attendee Check-In Report 

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select Attendee Report from the list
3. Under Fields, select Checked In along with any other desired information
4. Select Save Changes
5. Select the check box of Attendee Report
6. Above the Custom Reports table, select Actions > Generate Report
7. Once generated, select Download Previous Report

Now the Attendee Report will include a column indicating if the attendee has checked in for the event.