Create It: Completing the Event Check-In Process - QR Code Scan Check-In

It is your turn to check in constituents by scanning the QR code on their tickets. 

1. Log in to the CRM on the device you intend to use for scanning QR codes (a mobile device, tablet, or laptop).

2. Select Events from the navigation menu.

3. Select Sales & Check-in on the drop-down menu.

4. Select the Today’s Events tab.

5. Select your event. 

6. Select the current day's occurrence. Note: Even if there is only one occurrence, you must select it.

7. Select the Check-in tab near the top center of the page. A list of all attending constituents will appear.

8. Select the QR Code button in the upper right side of the screen to activate the device's camera.

9. If applicable, select Yes or Allow (according to your device) to enable the use of the device's camera.

10. Place the ticket's QR code in front of the camera. An orange exclamation point icon will appear on-screen when the device scans the QR code.

The constituent is now checked in. Note: By default, the constituent will disappear from the attendance list once they are checked in.

11. If you desire, select the Show checked-in tickets toggle if you wish for the constituents to remain in the attendance list after you check them in to the event. If you select this toggle, a green check mark will appear in the Status column for all constituents who have been checked in.

12. Repeat step 10 to check in additional constituents.

Congratulations! You have learned how to check in constituents by scanning a ticket's QR code.