Checking Members and Participants into Locations and Classes

Overview

The Check-In Station is designed to quickly identify members and guests and check them into activities. It supports general admission, class/event check-In, and punch card usage.

1. Setting Up the Station

Before you begin checking members in, ensure the station is configured for the correct location.

Select Location: In the top-left corner, use the dropdown to select the specific room or building where this device is located (e.g., "Metro Arts Center").

Enter Locked Mode: If this tablet is facing the customer, tap the Config button (top right) to lock the interface. This hides sensitive staff options and prevents users from navigating away.
- To exit Locked Mode, tap "Config" again and enter your staff PIN (if required).

2. Checking In a Member

There are three ways to identify a member:

A. Scan Code (Primary)

The large "Ready to Scan" area is active by default. Members can simply hold their digital membership card or key tag up to the scanner.

B. Manual Entry (Type Code)

If a member doesn't have their card, tap the purple Type Code button. This opens a keypad that accepts two types of input:

Member ID: Enter the raw number found on a key tag (e.g., 12345 ).
Phone Number: Enter a 10-digit phone number.

C. Find User

Tap the Find User button to search for a person by First or Last Name. Select the correct record from the results list to proceed.

3. Selecting an Event

Once a member is identified, the screen will display eligible events for the day. These are sorted by relevance:

Enrolled (Green Badge): These appear at the top. The member is specifically rostered for this class or event (e.g., "Intro to Drawing").
Open (Blue Badge): These appear next. These are General Admission or Drop-in events available to everyone.
Other Events: Any other scheduled activities will appear below, sorted by start time. If these events are tied to rostered activities, the user will not be allowed in unless they have a punch card.

4. Troubleshooting & History

Recent Scans: In Staff Mode, tap the "Recent Scans" link in the header to view a history of the last few check-ins. This is helpful if a participant double scans and staff needs to remove one of the scans.
Create Admission Event: If no "Open" events are visible, use the "Need to create a General Admission event?" link in the header to quickly generate a daily drop-in bucket.