On the Dashboard
Make sure you are on the "Sheet" tab inside the dashboard.
Hit the "+" to create a New sheet on your dashboard.
Inputs on this page:
Sheet Name - choose a good name for you to identify later.
Date/Time - this field is only important for events or classes that need a specific time and it is used to help organize the sheets into either "Past" or "Upcoming" filter on the iOS app and order the lists by date.
Repeat Schedule - if your sheets repeat (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 Sheet Name: "NAME (February 23, 2020)". Read more on Repeat Sheet here
Creating a Sheet
Types of Check -in
Tap - simple tap to check-in from behind the desk mode, or Kiosk mode.
Signature - collect signatures of people on check-in.
Photo - take a picture to save when people check-in.
Survey - capture data from custom made questions during the check-in process.
Allowing Check-Out
This will enable check-outs. If this switch is toggled off, people will only be able to check-in on the Sheet.
Templates:
⬇️ Basic Template - names only.
⬇️ Intermediate Template - names & email addresses.
⬇️ Advanced Template - names, email addresses, & custom fields.
On the iOS Admin App
Step #1
Once you have opened the app, go to the Attendance tab and click on the list name
________
Step #2
Next, the screen will pop up from below click on + button
________
Step #3
Set the check-in method, check-out allowed, and recurring schedule. Reference the details above from the dashboard for more details on each field.
