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HELP / 2 GUIDES

Check people in

A quick search is useful only when it leads to the right person and record. Confirm the match, read the status and follow your venue’s review process before recording the arrival.

This area covers the desk at arrival time: finding the record that belongs to the person in front of you, reading its status and recording that they arrived. Waiver status is one input to your admission process, not the whole of it, so the guides keep the software steps separate from the checks your own venue requires.

Most visits start with checking in a guest by search or QR code, which explains the confirmation code, name search and how to confirm a match before you record anything. When the status is not a simple valid, handling expiring, expired or flagged records describes what each state means and who should decide the next step.

Check-in follows signing or an event invitation and precedes record keeping. If a guest has no record at all, send them to the signing link rather than searching further; if you need the document later, find and export records covers retrieval.

4 MIN READ

Check in a guest by search or QR code

Match the person to the right record before recording today’s arrival.

5 MIN READ

Handle expiring, expired or flagged records

Use valid, expiring, expired and flagged record statuses to choose the right next step at the desk without guessing.

Before you start

  • Select the location you are working at.
  • Know how your team handles expired or flagged records.
  • Keep a manual search available if a scan fails.

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