Self Check-In

Allow guests the option to check-in to the event themselves. By sending a simple text message, guests can check themselves in to the event, allowing admins to track attendance and maintain a contactless environment. This feature can be used for all users, both ticketed and non-ticketed. 

TIP: When using bid numbers, merge duplicate users prior to sending the self check-in link.  This will ensure all attendees have a bid number on their account when they arrive to the event. 


Using Self Check-In

There are no settings that need to be modified to use the self check-in feature.  Simply send a text message using the preset, self check-in template. The unique URL in the template allows guests to confirm their contact information and complete check-in all from their phone. 


From the left navigation, head to Communications > Text


Select +New Text on the right-hand side, and create a new text message


Select the Template drop down and choose the template titled Not Checked In


Select Apply to populate the Message and make edits as needed. 


WARNING: Removing the ##CHECKINLINK## from the text template will remove a guest's ability to self check-in. 


Next, schedule the message to be sent moments before guests begin to arrive. 

Note: If using self check-in along with GiveSmart Ticketing, guests who have not confirmed their ticket (aka Invitees) will first land on a page where they can complete their account setup prior to completing the self check-in process.


Guest Experience

  • The guest receives the text message below, and clicks the self check-in link.

  • This opens the Self Check-In page where the guest can confirm their name.
    • Note: If the guest has an unconfirmed ticket, they will first land on a page where they can complete their account setup prior to completing the self check-in process.

  

  • The guest is presented with the option to add a card on file
    • Note: If a card is already on file, they will be able to review the current cards on file, or complete check-in without adding a card (if enabled). 

  • The guest selects "Save and Complete Check In" after confirming/entering their info.
  • A success modal appears which will include the guest's name, as well as their Bid Number, Seating Group, and Custom Fields (if applicable). 
    • They may select Browse Items to be taken directly to the Items page.

Guest Experience Video



For more information on guest check-in, view our Check-In FAQs.