Overview
In this article, you will learn how to use the attended (staff monitored) check in area of RecDesk, and how to check people in for Programs or Events.
Before You Start
You will need to have the facilities built that you want to use to check a member into. If you are checking someone in as a Simple Facility Check-in, this is all you will need.
To check a member into a membership, you will need to have built and enrolled the member into a membership.
To check a member into a program, you will need to have built the program and at the program level enabled drop-in. To see how to do this, please see How Do I Create or Edit a Program?
From the Dashboard, click on the "Go To Check In" button on the right side of the page.
What is Attended Check-in?
One option for facility check-ins is the Attended Check-In (with/without Drop In Program Support). This is normally used when you have someone at the front desk with a computer facing them and optionally, a barcode reader/scanner that is on the counter and accessible by the public. This allows people walking into your facility to check-in via a barcoded keyfob or id card, or, the counter person can check them in by: a) Last name or b) by entering their Member Id.
Basic Steps for checking in:
- Select a Facility from the drop down;
- Select Enable Program/Event Selection from the Drop-In Program Selection drop down (optional - used only for drop in selection);
- Change the Program Period drop down from All programs to programs running: Today, Today and Tomorrow, or Next 7 Days (optional - used only for drop in selection);
- Choose how you'd like check-ins recorded:
- If you'd like to record check-ins for all of a member's active memberships, select AUTO-RECORD Check-in For Member's Active Membership(s)
- If you'd like to record check-ins only for a member's active memberships that are checked under Limit check-ins to Members with the following active Memberships, select DO NOT Auto-Record Check-in For Member's Active Membership(s)
- Limit check-ins to Active Members of Memberships (optional);
- Check-In Member:
- By Last Name - enter first few characters of last name and press Enter. Select them from the list by clicking the Check In button;
- By Member Id - Enter Member Id and press Enter;
- Scan In - Either the front desk person or the member can scan their barcode;
- If you have Program/Event Selection selected, you will be presented with a page to select the specific programs designated as supporting Drop Ins. See How Do I Create or Edit a Program? for details on how to enable Drop In Support for a Program;
- To Check-in to a Membership only, ensure that the appropriate membership box is checked and click Complete Check-in;
- To Check-in to a Program, click the Check-In button next to the specific program;
- If they will be charged a fee, select the appropriate fee from the drop down;
- If no fee is due, click Complete Check-in to record check in;
- If payment is due, click Proceed to Invoice to process payment.
Tips:
For seasonal help or users who you would like to simply limit access too, they can be assigned the "Check-In Attendant" role (as specified in What can each RecDesk Administrative User Role do?) in their RecDesk user log in. This effectively limits the logged in user to ONLY attended check-in functionality. When a RecDesk user is assigned this role, they are taken directly to the Attended Check-In page.
Notes:
* Auto-Check Check-ins For Member's Active Membership(s) is the default setting. If you'd like to change your default setting to DO NOT Auto-Check Check-ins For Member's Active Membership(s), please contact your RecDesk Customer Success Manager or email us at support@recdesk.com.
In order for a barcode to be successfully read by the scanner while in Attended Check-in mode, RecDesk must be on the Attended Check-in page and the cursor in the input text box.
You may also find helpful: What Type of Barcode Reader Works with RecDesk?