This article will detail how to set up your beacons in a Registration Tool.


Configuring Self Check in a new Registration Tool 

Note, most of the time you will enable self check-in on an existing registration tool. If you do not have a registration tool setup, see the help documentation for Registration Tools. Below are quick steps to follow.


Configuring Self Check in an Existing Registration Tool

Once you have an existing Registration Tool, go to setup to manage the self check-in configuration

  1. Click "Setup" in the toolbar

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  2. Click “Advanced – Self Check In”

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  3. *Required: please be sure to set the following fields
    • Allow Self Check in via Mobile App
      • Must be set to “Yes” from the drop-down menu to allow self check-in
    • Self Check In/Out Type
      • Check In and Out, Credit on Actual Hours: use this if you would like to have members check both in and out, and to use their calculated time for the hours calculation
      • Check In and Out, Credit on Shift Hours: use this if you would like to have members check both in and out, and to use the shift time for the hours calculation
      • Check In Only, Credit on Shift Hours: use this if you would like to only have members check in. This will use the shift time for their hours
      • Check In Only, Credit Pre-Reported by Registrant: use this if you would like to have members check in. Allows members to enter the number of hours that they're planning on working for a shift.
    • Allow Unregistered Members Check In
      • Set this value to Yes to allow members who did not yet sign up for the event to check in. If there are enough openings, this will allow an unregistered member to sign in and check in at the same time
      • Set this value to No if you want members who sign up before they sign in
  4. Optional (Default Values Provided)
    • Remind User to Check In/Out How Many Minutes Before
      • Enter the number of minutes before the event for the system to pop up a reminder for the member to sign in
    • Allow Check In How Many Minutes Before
      • Enter the number of minutes before the event to allow a member to sign in for their event
    • Allow Check In How Many Minutes After
      • Enter the number of minutes after the event starts to allow a member to sign in for their event. After this time an administrator would need to sign them in
  5. Using Beacons for Check In/Out
    • Overview
      • Beacons are recommended for buildings as GPS can be unreliable in these settings. Beacons are also recommended when you want to verify a member's presence more reliably. If you would like the member to confirm their presence by connecting to a beacon during check in/out, change the following settings.
    • Require Beacon Connection When Check In
      • Set to Yes if you want to require a connection to the beacon when checking in to the event. If this is set to No, then the member can check in whether or not they connect to the beacon.
    • Require Beacon Connection When Checking Out
      • Set to Yes if you want to require a connection to the beacon when checking out of the event. If this is set to No, then the member can check out whether or not they connect to the beacon.
  6. Using GPS for Check In/Out
    • Overview
      • GPS is recommended when you want to verify a member's presence but you do not have a beacon or are at an outdoor venue. If you would like the member to confirm their presence by using the GPS in their phone during check in/out change the following settings. Note, for these options to appear set "Require Beacon Connection When Check In" to No. 
    • Require GPS or Beacon Verification When Checking In
      • Set to Yes if you want to require GPS verification or beacon verification when checking in to the event. If this is set to No, then the member can check in whether or not they are in the radius of the beacon or defined GPS radius. 
    • Require GPS or Beacon Verification When Checking Out
      • Set to Yes if you want to require GPS verification or beacon verification when checking out of the event. If this is set to No, then the member can check in whether or not they are in the radius of the beacon or defined GPS radius
    • Allowed Check In GPS Radius in Meters
      • This is the radius from the center point (the address) in which a member can check out. 200 meters is defaulted but you may want to choose a larger area if the check in location is in a building or in a larger area
  7. Allowing Unverified Check In/Out 
    • Overview
      • If you do not need to verify the member's location during check in/out (trust based), then set the following values to No and the member will be able to check in/out regardless of their location. This is ideal for virtual events.
    • Values to set
      • Require Beacon Connection When Check In: No
      • Require GPS or Beacon Verification When Checking In: No
      • Require GPS or Beacon Verification When Checking Out: No
  8. Click “Save” once all required Registration Tool fields are input