The Aplos Check-In tool can be used to track individual attendance, provide a check-in and check-out system for children's programs, and other activities that might require a name tag.
Setting Up Check-in
To get started with the Check-In tool in Aplos:
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Navigate to the People tab.
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Select the Check-In option from the menu
Once inside, you’ll see options to create a new event and an Actions dropdown to configure essential settings.
You can check out this video below to see a walk through of setting up your check-in event:
Step 1: Configure Settings
To configure your check-in settings you will select the actions dropdown to the right of the screen. There will be two settings options:
- Configuration
- Manage Locations
Label Configuration
If you intend to print name tags or child check-in labels, you’ll need to set up label configurations. To learn more about setting your label configuration, check out this article on printer and labels.
Once you have updated your label configuration, select "Label Configuration" in the top left corner to navigate back to the main check-in screen
Manage Locations
Within Each check-in event you create, you will need to select a location the check-in is taking place at. You can do this from the manage locations screen under the actions dropdown. To learn more about managing your locations, check out this article on adding and managing locations in Aplos.
Once saved, locations will appear in the Location Management Screen, ready for event check-ins.
Step 2: Create Check-In Event
Now that you have configured your settings, you are ready to create your check-in event! Select the green plus sign to the right and begin filling out the check-in event details and classes/room information.
Event Details
- Event Name: Name your check-in event. This will populate when you are launching your kiosk
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Location: Choose an existing location (set up on the Locations page) or create a new location by typing in the location name and selecting the "add as new location" option.
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Date & Repeats: Enter the date of the event and select if this will be a recurring weekly or monthly event.
- Timezone: select the timezone of the event
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Start & End Time: Enter in the start and end time of the event itself
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Check-in Available Start & End Time: Enter in the window of time you would like checking in to be available. *Most likely you'll want to make sure this start time is a bit earlier than the actual start time of the event.*
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Check-in Allowance: Determine if you would like to:
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- Stop check-ins at capacity: once the available capacity is reached for the classes/rooms included in the event, no one else will be able to check-in
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Allow Guests: if someone signing in is not in your contact list in Aplos, you can allow them to still check-in. If you select this option, any guest created will then be added to your contact list in Aplos.
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Classes/Rooms
The last section to add for your check-in, will be the room(s) that will be available for check-in. The room(s) you choose will be based on what has been created for the location you've selected for the event. Click the green plus sign button to set up a room for the event.
Then fill out all of the fields:
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Class Name vs. Room: The Class name is how the room is referred to in the context of this event.
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- example, our event needs to have a Kitten Room. This will be located in the Reading Room of my location. So, I would enter "Kitten Room" as the class name and select "Reading Room" as the room.
- If you need to create a new room, fill out the name and capacity of the room before selecting "create"
- example, our event needs to have a Kitten Room. This will be located in the Reading Room of my location. So, I would enter "Kitten Room" as the class name and select "Reading Room" as the room.
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- Print Labels: choose whether you need to print labels and/or parent labels for this room (1)
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Tags: apply any contact tags (2).
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- Any selected tags will be displayed in blue under the field. *For more details regarding Contact Tags click HERE*
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Once you have all of the details for the room set up, you'll click the green "add" button at the top of the window to finish adding the room to the event.
Repeat this process until you have all of the necessary rooms added to the event. When you're completely finished setting up all of the details of the event, you'll click "save," which will direct you back to the main Check-In Events page.
Step 3: Launch Kiosk
Now that you've created your event you're ready to launch the check-in kiosk. You'll see the option to do so at the top right of your screen.
To learn more about launching your check-in kiosk check out our resource here.
Step 4: Run Attendance Report
Once your event is over you can run an attendance report and export it to excel. The Information shown will group the attendees by the class they were checked into. It will include:
- Attendees name
- Label fields (Allergies, Medical issues, and notes)
- Primary Contact
To do so follow the below steps:
- Click the three dots to the right of the event and choose "attendance report"
- In the top right corner, select the check-in instance you would like to view attendance for
- Select the Export Button
- Choose what custom field data you would like to be included and click the green export button
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