Profiles keep the information about your guests/members all in one place - the Profiles tab on the dashboard. This is where you can see all of the custom information that you gather.
You can create Profiles two primary ways:
- Using the dashboard. Link to the Dashboard ↗️
- Using the iOS app (see next section below). Link to the App Store ↗️
Creating Profiles on the Dashboard
You can upload Excel files of all the Profiles you need to check-in, or you can add them one-by-one. Uploading Excel files will take all of the custom headings that you have and upload them to our system.
Uploading Excel Files
In your Excel file, if you have the headings "First Name", "Last Name", "Email", "Account Number", etc. then all of the information will be uploaded accordingly, and "Account Number" will show up as a custom field for each Profile with an account number.
There are three places you can upload Excel files on the dashboard.
1 - When you create a list (on the second step):
2 - Inside of the Profiles tab:
3 - Inside of a list that has already been created:
Creating Profiles on iOS
Prerequisite: Create a list to add profiles to. See this article for more information: How do I create a List?
Once you have created a list, you can easily add profiles to it.
Tap the icon in the top right corner of the person with a plus sign:
Tap Create New in the top right corner:
Tap the inputs to fill out the information, then when you're finished tap Create in the top right corner:
Delete a Profile from a List
If you need to delete a profile from a list, but not from the master's table here's how you do it.
From the Dashboard
Step 1: Navigate to your listClick on your list from the main "My Lists" table.
Step 2: Click on a profile inside of the listClicking the profile will bring up the detail panel on the right.
Step 3: Click the three dots in the top right of the detail panel, then click "Delete"
This will ask if you are sure, then press delete again.
Step 1: Select the list with the profile
Step 2: Select the profile
Step 3: Tap "Edit" in the top right corner of the profile detail screen
Step 4: Press the "Delete" button under the name
Add custom fields by typing the fields and values in the new profile screen above, or after you have already created profiles by tapping "Add a custom field".
Add a Custom Field:
Setup your Custom Field:
Each custom field will have a "Type". Don't over-think these because they aren't too important, but they are preparing for some powerful features in the future of One Tap.
These types could be any of the following:
- Plain Text / String - Use this one if you're not sure which is best.
- Number - Only numbers, no other characters
- Phone Number - Only phone numbers
- Date & Time - Only Dates & times
- Yes/No - Only yes and no
The value will be whatever your custom information is:
Each profile that is created automatically receives a custom QR Code specific to them, which can be used to check-in to any list.
Check out this article to learn more about QR Codes: How Do QR Codes Work on the Kiosk?
Location Tracking & Survey Data
On the app, it's easy to view both location data and survey data that was created when the profile checked-in.
Location & Survey Data:
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