Track Event Attendance Onsite with Check In

  • Updated

Relevant Links

Why and What? [Before Reading More]

Decisions and Setup [Pre Event]

  • Setup the Basics
  • Configure the Journey
  • Determine In-person Logistics
  • Enhance the Experience

Train Onsite Stakeholders [Pre Event] → See Train Attendees, Exhibitors and Staff for RingCentral Events Onsite

Troubleshooting [Event Days]

Reporting [Post Event] → See Report for RingCentral Events Onsite Solutions

Why and What? [Before Reading More]

What? – This guide helps you understand how to Track Event Attendance by leveraging RingCentral Events' Check In functionality.

Why would I use it?

  • Measure ROI
  • Understand Active Attendance in a Venue
  • Compliance
  • Sharing Onsite Attendee Information among Staff
  • Continuous Education Credit Tracking
  • Any other reason you can think of for tracking attendance or attendee information onsite at the point of entry

Decisions and Setup [Pre Event]

Setup the Basics

Step 1 → Create the Event  Creating a Hybrid event OR Creating an Onsite event

Step 2 → Configure Global Registration Settings Advanced event registration settings

Step 3 → Create Ticket Types How to create tickets

Step 4 → Add Attendees → Use 1 or more of the below options!

Configure the Journey

Step 1 → Decide on Check-in Areas Creating and managing Onsite Check in areas

Decisions you will make:

  • Will you have multiple Check In Areas?
  • Check In Area Name(s)
  • How will staff receive the code for setup?

Step 2 → Decide on the Check In Journey

Option A = Staff-led – Do you want staff to check Attendees using the Guest List? The Guest List mode is the administrative mode and doesn’t require additional configuration. Using the RingCentral Events Organizer App

Option B = Self-service – Do you want Attendees to check themselves in using Kiosk Mode? How to set up Kiosk Mode

Decisions you will make:

  • Kiosk Name
  • Design / Language on Start Screen
  • Kiosk Password *Recommended
  • How will attendees find themselves? (ie: scan, search, etc)
  • Thank You Message
  • Post Check-in Options that attendees and/or staff access

IF Option B (Self-service) → Will you want to collect signatures? How to setup signature collection for your event

Decisions you will make:

  • Signature Name
  • Signature Details - The text is shown to Attendees when providing a signature
  • Visibility - Which ticket types will have to provide a signature. Note: These MUST be created beforehand

Determine In-person Logistics

Check In Staff & Devices

Enhance the Experience

Would you like to add a Floor Plan? (max of 10) How to add floor plans to your event

Decisions you will make:

  • Name of Floor / Area / Building
  • Image (PNG, JPG or PDF)

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