You can create Lists from the Dashboard or on the iOS check-in app! See the iOS section below.

From the Dashboard

Make sure you are on the "Lists" tab inside the dashboard

Hit the "+ Create List" button from your dashboard.

Enter the main list details:

  1. List Name - choose a good name for you to identify later.
  2. Description - notes about this list. (I.e. this helps communicate to team members why the given list exists).
  3. Date/Time - this field is only important for events or classes that need a specific time and it is used to help organize the list into either "Past" or "Upcoming" filter on the iOS app and order the lists by date.
  4. Recurring Schedule - if your list repeats (e.g. you are running attendance for a class, gym, etc). Our system will create a duplicate copy of the list on the days you marked as recurring with the List Name: NAME (February 23, 2019).

Create List Screen #1:

On the second screen you will be able to,

  1. Choose the type of list (tap, signature, photo, or survey).
  2. Allow check-out, and
  3. Upload an Excel file of profiles attach to the list.

Create List Screen #2:

1] Check-In Types:
Tap
- simple tap to check-in from behind the desk mode, or Kiosk mode.
Signature - have your guests/members sign in and save their signatures for later.
Photo - take a picture to save when guest/members sign in.
Survey - capture data from custom made questions during the check-in process.

2] Allowing Check-Out:
This will enable check-outs, which opens up the power of Time on Location (TOL). By using check-outs, One Tap is able to give you more advanced analytics on exactly how long each person stays on site.

3] Upload an Excel File
Try downloading the templates and format your current profiles list to meet your needs. When you upload files with custom fields, One Tap takes your column headings and creates these as custom fields for each profile that is on the list.

Templates:
⬇️ Basic Template - names only.
⬇️ Intermediate Template - names & email addresses.
⬇️ Advanced Template - names, email addresses, & custom fields.

From the iPhone or iPad

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Step #1

First, tap the blue button in the bottom right corner, then select the "Create a List" above the button.

________

Step #2

Next, you will be taken to the first "Create List" screen. Fill out the information and press "Next".

________

Step #3

Lastly, choose the 1) the check-in method, 2) toggle check-out if you need check-outs, & 3) if your list is recurring. These are described below. 

Description of List Details

1] Check-In Types:
Tap
- simple tap to check-in from behind the desk mode, or Kiosk mode.
Signature - have your guests/members sign in and save their signatures for later.
Photo - take a picture to save when guest/members sign in.
Survey - capture data from custom made questions during the check-in process.

2] Allowing Check-Out:
This will enable check-outs, which opens up the power of Time on Location (TOL). By using check-outs, One Tap is able to give you more advanced analytics on exactly how long each person stays on site.

3] Recurring Schedule
If your list repeats (e.g. you are running attendance for a class, gym, etc). Our system will create a duplicate copy of the list on the days you marked as recurring with the List Name: NAME (February 23, 2019).

4] Upload an Excel File (Only from the dashboard)
Try downloading the templates and format your current profiles list to meet your needs. When you upload files with custom fields, One Tap takes your column headings and creates these as custom fields for each profile that is on the list.

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Need more info? Contact us to understand everything you need to know.
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