On the Dashboard
Make sure you are on the "Lists" tab inside the dashboard.
Hit the "+ Create List" button from your dashboard.
Inputs on this page:
List Name - choose a good name for you to identify later.
Description - notes about this list. (I.e. this helps communicate to team members why the given list exists).
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.
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, 2020)". Read more on recurring lists here
Create List Screen #1:
On the second screen, you will be able to:
Choose the type of list (tap, signature, photo, or survey).
Allow check-out
Create List Screen #2:
1] Check-In Types:
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.
2] Allowing Check-Out:
This will enable check-outs. If this switch is togged off, people will only be able to check-in on the list.
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 goto the attendance page and click on the list name
________
Step #2
Next, the screen will pop 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.
