# OneTap's Help Center

> OneTap - Check-in & Attendance app

## Getting Started

- [New to OneTap? Start Here](https://help.onetapcheckin.com/en/articles/3128497-new-to-onetap-start-here.md): In this article, you will learn about five simple steps to getting started with OneTap.
- [Step 1 - Create or import profiles from Excel](https://help.onetapcheckin.com/en/articles/3330657-step-1-create-or-import-profiles-from-excel.md): In this article, you will learn how to create or import profiles from Excel.
- [Setting up gym classes](https://help.onetapcheckin.com/en/articles/4677886-setting-up-gym-classes.md): Getting started with OneTap for gym classes

## Lists

- [How do I create a list?](https://help.onetapcheckin.com/en/articles/3128506-how-do-i-create-a-list.md): Lists are like sign-in sheets where check-ins take place.
- [How do I import my excel file to a list?](https://help.onetapcheckin.com/en/articles/3128493-how-do-i-import-my-excel-file-to-a-list.md): Learn how to upload an excel list of profiles into your list. Looking to bring in data from other systems? We have instructions here.
- [How do I export my list to Excel?](https://help.onetapcheckin.com/en/articles/5078660-how-do-i-export-my-list-to-excel.md)
- [How to add check-in surveys](https://help.onetapcheckin.com/en/articles/4154796-how-to-add-check-in-surveys.md): Ask people to fill out survey questions when they check-in on a specific list.
- [How do I duplicate a list](https://help.onetapcheckin.com/en/articles/3128519-how-do-i-duplicate-a-list.md): Learn how to duplicate/make a copy of a list on OneTap
- [How do I delete or archive a list?](https://help.onetapcheckin.com/en/articles/8355927-how-do-i-delete-or-archive-a-list.md): Learn how to delete or archive a list with OneTap
- [Troubleshooting Lists - My recurring lists are not working correctly](https://help.onetapcheckin.com/en/articles/5990185-troubleshooting-lists-my-recurring-lists-are-not-working-correctly.md): My recurring lists are not copying correctly, the time or date is off
- [How to create a recurring list](https://help.onetapcheckin.com/en/articles/3128505-how-to-create-a-recurring-list.md): Recurring lists are perfect for automating your work
- [How to add people to a recurring list](https://help.onetapcheckin.com/en/articles/4389353-how-to-add-people-to-a-recurring-list.md): How to add people to recurring list \(repeating lists\) so their name shows up daily.
- [How to pause and end recurring list](https://help.onetapcheckin.com/en/articles/4320221-how-to-pause-and-end-recurring-list.md): The basics of recurring lists and how to pause them

## Registrations

- [Registration link](https://help.onetapcheckin.com/en/articles/6266476-registration-link.md): Share registration link with visitors prior to visit. Eliminate Excel import and technical API configurations with 3rd party forms.
- [How can visitors register on the KIOSK](https://help.onetapcheckin.com/en/articles/8355823-how-can-visitors-register-on-the-kiosk.md)

## Check-ins

- [Check-out](https://help.onetapcheckin.com/en/articles/3128504-check-out.md): Learn how to check-out people on OneTap app and dashboard.
- [Check-in and Check-out All](https://help.onetapcheckin.com/en/articles/8676434-check-in-and-check-out-all.md): One click check-in and check-out all the attendees on a list
- [How to add check-out surveys | check-out methods](https://help.onetapcheckin.com/en/articles/9056715-how-to-add-check-out-surveys-check-out-methods.md): Ask people to fill out survey questions when they check-out on a specific list.
- [How to Show a custom field during check-in/check-out\( like: Room or Table Number During Check-In\)](https://help.onetapcheckin.com/en/articles/14896747-how-to-show-a-custom-field-during-check-in-check-out-like-room-or-table-number-during-check-in.md): Many organizers want a message to pop up during check-in to tell attendees things like which room to go to or what table they are assigned to. You can do this using Surveys on the check-in flow.
- [Share public check-in link](https://help.onetapcheckin.com/en/articles/4146324-share-public-check-in-link.md): Share a public link so people on your list can self check-in using their personal mobile device.
- [Check-in codes](https://help.onetapcheckin.com/en/articles/6544846-check-in-codes.md): Improve security by using custom check-in codes for checking-in students/employees/guests
- [Universal check-in link](https://help.onetapcheckin.com/en/articles/6951361-universal-check-in-link.md): One check-in link for your attendees to check-in to all lists
- [Public check-in link: Check-outs](https://help.onetapcheckin.com/en/articles/4320046-public-check-in-link-check-outs.md): Check-out people using the self check-in link
- [Share registration link](https://help.onetapcheckin.com/en/articles/4495723-share-registration-link.md): Share registration link with people. Allow new people to register on a list.
- [Check-in link \(For visitors\)](https://help.onetapcheckin.com/en/articles/6669560-check-in-link-for-visitors.md): How to check-in using check-in link version 2
- [Check-in link \(For Admins\)](https://help.onetapcheckin.com/en/articles/6570563-check-in-link-for-admins.md): Allow visitors to self-check in on their device, for a faster, more convenient, and less labor-intensive check-in process with a link or QR.
- [How to check-in with custom barcodes](https://help.onetapcheckin.com/en/articles/8201301-how-to-check-in-with-custom-barcodes.md): Getting started with custom barcodes
- [Check-in Restrictions](https://help.onetapcheckin.com/en/articles/6687667-check-in-restrictions.md): Set up check-in time and location restrictions for your attendees
- [Share SMS check-in code](https://help.onetapcheckin.com/en/articles/4449660-share-sms-check-in-code.md): Share our toll-free number and an SMS check-in code so they can check-in using SMS on their personal device.
- [Troubleshooting | SMS check-in setup](https://help.onetapcheckin.com/en/articles/4875318-troubleshooting-sms-check-in-setup.md): Getting a "could not find your phone number" error during the check-in process? This article discusses the setup
- [Check-ins on Kiosk](https://help.onetapcheckin.com/en/articles/3323057-check-ins-on-kiosk.md): Use your kiosk to check-in people by name or QR code
- [New Updated KIOSK](https://help.onetapcheckin.com/en/articles/8236163-new-updated-kiosk.md)
- [How to scan passes on KIOSK](https://help.onetapcheckin.com/en/articles/8263844-how-to-scan-passes-on-kiosk.md): Scan QR/Barcode passes on KIOSK

## Kiosk

- [Getting started with the Kiosk](https://help.onetapcheckin.com/en/articles/3128500-getting-started-with-the-kiosk.md): Turn your iPad into a customized kiosk in a few simple steps and learn how to use it's powerful features.
- [Different kiosk modes](https://help.onetapcheckin.com/en/articles/4678395-different-kiosk-modes.md): Learn about different kiosk modes - lists, sign-in sheet, profiles, QR scanner. Setup check-in, check-out on the kiosk mode.
- [Kiosk FAQs](https://help.onetapcheckin.com/en/articles/3128503-kiosk-faqs.md): How do I enter kiosk mode? How do I exit kiosk mode? Steps outlined in this article.
- [How do I get out of Kiosk Mode on my iPad?](https://help.onetapcheckin.com/en/articles/3128517-how-do-i-get-out-of-kiosk-mode-on-my-ipad.md): Learn about how to exit the kiosk mode on the OneTap iOS app running on an iOS device.
- [How can I keep my Kiosk secure?](https://help.onetapcheckin.com/en/articles/3323009-how-can-i-keep-my-kiosk-secure.md): Learn to keep other people from tampering with your Kiosk and members from seeing other members' information.
- [How do I customize my Kiosk?](https://help.onetapcheckin.com/en/articles/3128525-how-do-i-customize-my-kiosk.md): Learn about how you can customize your iPad kiosk inside the OneTap iOS app.
- [KIOSK Update | Group check-ins](https://help.onetapcheckin.com/en/articles/9134212-kiosk-update-group-check-ins.md): Perform group check-ins on KIOSK
- [Advanced Kiosk Settings](https://help.onetapcheckin.com/en/articles/4828186-advanced-kiosk-settings.md): Learn about advanced kiosk settings available for your iPad.

## Profiles

- [Update Profiles\(From Profile Tab\)](https://help.onetapcheckin.com/en/articles/6704431-update-profiles-from-profile-tab.md): Edit/Update information stored on a profile
- [Merging duplicate profiles](https://help.onetapcheckin.com/en/articles/5786613-merging-duplicate-profiles.md): How to merge duplicate profiles \(or any two profiles\) on OneTap.
- [Sending QR passes](https://help.onetapcheckin.com/en/articles/4246110-sending-qr-passes.md): Send QR passes to members via SMS or Email through self-check-in links
- [Setting up QR passes for profiles](https://help.onetapcheckin.com/en/articles/3676441-setting-up-qr-passes-for-profiles.md): Passes are groups of QR code tickets which are used check-in members as many times as you need.
- [Setup custom fields](https://help.onetapcheckin.com/en/articles/3681318-setup-custom-fields.md): Store custom information about a person \(profile\).
- [Remove profile from a list](https://help.onetapcheckin.com/en/articles/3343991-remove-profile-from-a-list.md): Delete a profile from a list but not from the master profile table.
- [Create Profiles](https://help.onetapcheckin.com/en/articles/3330596-create-profiles.md): Profiles, like contacts in an address book, are people on OneTap's database \(alias for customers, employees, students, guests, visitors\).
- [Unique Custom Field](https://help.onetapcheckin.com/en/articles/8517247-unique-custom-field.md): Create a unique custom field for your profiles
- [How to delete profiles \(single or all\) in OneTap](https://help.onetapcheckin.com/en/articles/14696587-how-to-delete-profiles-single-or-all-in-onetap.md): You can delete individual profiles you no longer need, or bulk delete many profiles at once to clean up your account.
- [How to archive a profile in OneTap](https://help.onetapcheckin.com/en/articles/14696713-how-to-archive-a-profile-in-onetap.md): Archiving a profile lets you clean up your active lists without losing any data. When you archive someone, their profile is hidden from your active views, but all of their contact details, passes, ...
- [Custom field: Birthday](https://help.onetapcheckin.com/en/articles/4256987-custom-field-birthday.md): Save birthdays and age

## Analytics & Reports

- [Reports - Intro](https://help.onetapcheckin.com/en/articles/6459844-reports-intro.md): How do I download my attendance reports to excel?
- [View a profile's check-in activity](https://help.onetapcheckin.com/en/articles/5998545-view-a-profile-s-check-in-activity.md): Quick Analytics and Check-in activity on OneTap

## My account

- [Managing my plan](https://help.onetapcheckin.com/en/articles/4853961-managing-my-plan.md): This article outlines how to change your billing method, upgrade or downgrade your plan.
- [How do I reset my password?](https://help.onetapcheckin.com/en/articles/3516844-how-do-i-reset-my-password.md): OneTap account password reset instructions
- [Learn about data security](https://help.onetapcheckin.com/en/articles/3128511-learn-about-data-security.md): Learn about OneTap's data security policy
- [Keeping your account safe](https://help.onetapcheckin.com/en/articles/3128515-keeping-your-account-safe.md): Best security practices for OneTap accounts
- [How to remove collaborators from the account](https://help.onetapcheckin.com/en/articles/6029818-how-to-remove-collaborators-from-the-account.md): Remove collaborators from OneTap account?
- [Add a new collaborator](https://help.onetapcheckin.com/en/articles/3128499-add-a-new-collaborator.md): Learn about adding other collaborators, team members to your organization's account.
- [How do I accept an invite from a team member?](https://help.onetapcheckin.com/en/articles/3320840-how-do-i-accept-an-invite-from-a-team-member.md): Learn where you need to go to accept the invite to collaborate on an organizations' One Tap account.
- [All About Collaborators](https://help.onetapcheckin.com/en/articles/3322114-all-about-collaborators.md): Learn everything you need to know about collaborators and coordinating teammates in this one article
- [What are collaborators able to do?](https://help.onetapcheckin.com/en/articles/3320860-what-are-collaborators-able-to-do.md): Do collaborators, team members have restrictions to change and modify things on my account?

## Integrations / API

- [Calendly Integration](https://help.onetapcheckin.com/en/articles/4882874-calendly-integration.md): Using Calendly for event scheduling or appointments? Bring over the data to OneTap for a seamless registration + check-in process.
- [Integrate with JotForm](https://help.onetapcheckin.com/en/articles/4382671-integrate-with-jotform.md): Connect your registration form built using JotForm to OneTap
- [REST API setup](https://help.onetapcheckin.com/en/articles/3512671-rest-api-setup.md): Looking to use OneTap with 3rd party forms for registrations & check-ins? Get started with our API.
- [How do I find my list id? \(API users\)](https://help.onetapcheckin.com/en/articles/3128507-how-do-i-find-my-list-id-api-users.md): Technical article for API users. Learn how find your list's ID on the OneTap dashboard.

## FAQ

- [Will it work on multiple devices, at the same time??](https://help.onetapcheckin.com/en/articles/7046925-will-it-work-on-multiple-devices-at-the-same-time.md): All devices are synced in real time
- [OneTap works with excel?](https://help.onetapcheckin.com/en/articles/7046954-onetap-works-with-excel.md): Upload your attendee list with excel and download reports in excel too
- [Do you sell my data? Who owns my visitors' data?](https://help.onetapcheckin.com/en/articles/7046967-do-you-sell-my-data-who-owns-my-visitors-data.md): Learn how secure is your data with OneTap
- [Custom Reports](https://help.onetapcheckin.com/en/articles/7046971-custom-reports.md)
- [What does support look like?](https://help.onetapcheckin.com/en/articles/7046981-what-does-support-look-like.md): Get help when needed
- [How can I delete my account?](https://help.onetapcheckin.com/en/articles/6571011-how-can-i-delete-my-account.md): Learn how to delete your OneTap account
- [Can visitors check-in when I'm offline?](https://help.onetapcheckin.com/en/articles/6029031-can-visitors-check-in-when-i-m-offline.md): Does OneTap work offline? \(Does not work offline for admins but the visitors can use SMS check-in\)
- [A new visitor registered but their name does not appear on the upcoming lists or the KIOSK?](https://help.onetapcheckin.com/en/articles/6079830-a-new-visitor-registered-but-their-name-does-not-appear-on-the-upcoming-lists-or-the-kiosk.md): Add profiles to parent list for the profiles to check-in into a recurring list
- [Can I restrict a profile to check-in based number of visits?](https://help.onetapcheckin.com/en/articles/6079849-can-i-restrict-a-profile-to-check-in-based-number-of-visits.md): Looking to set a limit on number of check-ins?
- [Can't perform multiple check-ins?](https://help.onetapcheckin.com/en/articles/6119736-can-t-perform-multiple-check-ins.md): How to allow members to perform multiple check-ins throughout the day
- [Does OneTap work on Android??](https://help.onetapcheckin.com/en/articles/7046842-does-onetap-work-on-android.md): Different platform OneTap supports
- [Can I restrict check-in location with OneTap?](https://help.onetapcheckin.com/en/articles/6224724-can-i-restrict-check-in-location-with-onetap.md): Restrict a check-in based on their location
- ["Need to update my credit card on file"](https://help.onetapcheckin.com/en/articles/6224304-need-to-update-my-credit-card-on-file.md): Update credit card on file
- [Can I re-use profiles?](https://help.onetapcheckin.com/en/articles/6079869-can-i-re-use-profiles.md): Can I recycle profiles across different events? Yes, under your plan's quota
- [Do visitors need an app to check-in?](https://help.onetapcheckin.com/en/articles/6079855-do-visitors-need-an-app-to-check-in.md): No app has to be downloaded by the visitors
- ["registration closed" error when someone signs in on the kiosk](https://help.onetapcheckin.com/en/articles/5350999-registration-closed-error-when-someone-signs-in-on-the-kiosk.md): Getting a registration closed error when someone tries to check-in / sign-in on the kiosk? Turn on the list's registration setting to open
- [Hardware/system requirements for OneTap app](https://help.onetapcheckin.com/en/articles/5103716-hardware-system-requirements-for-onetap-app.md): Devices that can run the OneTap iOS application.
- [How to format and upload Excel files](https://help.onetapcheckin.com/en/articles/3128495-how-to-format-and-upload-excel-files.md): Excel file won't upload? Learn how to format your Excel file so it uploads.
- [How do I enter kiosk mode on my iPhone?](https://help.onetapcheckin.com/en/articles/3128521-how-do-i-enter-kiosk-mode-on-my-iphone.md): FAQ - Kiosk mode on iPhone?
- [FAQs](https://help.onetapcheckin.com/en/articles/9588556-faqs.md): Frequently Asked Questions

## Alerts

- [Alerts on the dashboard in respect to custom info added](https://help.onetapcheckin.com/en/articles/6224515-alerts-on-the-dashboard-in-respect-to-custom-info-added.md): Get SMS alerts based on custom info added to each profile using custom columns
- [Sending check-in email confirmation](https://help.onetapcheckin.com/en/articles/4320084-sending-check-in-email-confirmation.md): Learn about the self check-in email confirmation alert.
- [About Alerts](https://help.onetapcheckin.com/en/articles/3675451-about-alerts.md): With alerts, you can send messages to yourself or others on check-in, or when a custom field is updated.

## Announcements

- [Admin Dashboard UI Changes \(08/02/2023\)](https://help.onetapcheckin.com/en/articles/8206163-admin-dashboard-ui-changes-08-02-2023.md)
- [Check-in link \(10/2022 Update\)](https://help.onetapcheckin.com/en/articles/6609277-check-in-link-10-2022-update.md)
- [What's new? Big Update \[08/10/2023\]](https://help.onetapcheckin.com/en/articles/8243758-what-s-new-big-update-08-10-2023.md): We just released a big update for the Admin Dashboard and the iOS App
- [What's new? iOS Ver 28 \[04/12/2024\]](https://help.onetapcheckin.com/en/articles/9221459-what-s-new-ios-ver-28-04-12-2024.md): Checkout the latest features and bug fixes with the iOS App
- [Attendance Page](https://help.onetapcheckin.com/en/articles/13464814-attendance-page.md): The Attendance page gives you a clear, flexible view of all participant check-ins across your lists. You can track attendance over time, filter by lists or profiles, customize columns, and export d...
- [What's new? Dashboard Ver 3 \[2/17/2022\]](https://help.onetapcheckin.com/en/articles/5990122-what-s-new-dashboard-ver-3-2-17-2022.md): We just released a big update that addresses long overdue issues with recurring lists.
- [What's new? iOS Ver 2.2 \(Feb 5, 2021\)](https://help.onetapcheckin.com/en/articles/4875331-what-s-new-ios-ver-2-2-feb-5-2021.md): Check-in multiple times on the kiosk, close registrations on the kiosk, create multiple profiles at once, create dynamic survey questions.
- [What's new? Update 2.1 | Dec 1, 2020](https://help.onetapcheckin.com/en/articles/4681929-what-s-new-update-2-1-dec-1-2020.md): Announcement - New features and updates on update 3.6, released on December 1, 2020
- [What's new? Update 1.88 | Feb, 2020](https://help.onetapcheckin.com/en/articles/3685630-what-s-new-update-1-88-feb-2020.md): Announcement - new features and updates introduced in update 1.88 on February, 2020
- [What's new? Update 1.64 | Feb 22, 2020](https://help.onetapcheckin.com/en/articles/3128522-what-s-new-update-1-64-feb-22-2020.md): Announcement - new features and updates introduced in update 1.64 on February 22, 2020
- [What's new? Update 1.68 | Apr, 2019](https://help.onetapcheckin.com/en/articles/3128527-what-s-new-update-1-68-apr-2019.md): Announcement - new features and updates introduced in update 1.68 on April 14, 2019
- [What's new? Update 1.63 | Feb 13, 2019](https://help.onetapcheckin.com/en/articles/3128524-what-s-new-update-1-63-feb-13-2019.md): Announcement - new features and updates introduced in update 1.63 on February, 2019
- [What's new? Update 1.62 | Feb 5, 2019](https://help.onetapcheckin.com/en/articles/3128523-what-s-new-update-1-62-feb-5-2019.md): Announcement - new features and updates introduced in update 1.62 on February 5, 2019

## Testing

- [Beta app testing group](https://help.onetapcheckin.com/en/articles/6618679-beta-app-testing-group.md): Join our beta testing group to experience in-development features before anyone else

## Punch Passes

- [How to Create Punch Pass](https://help.onetapcheckin.com/en/articles/10134545-how-to-create-punch-pass.md): The Punch Pass feature allows you to manage limited-entry access for events, classes, or recurring activities.

## Billing

- [Request a refund for Appstore Purchase](https://help.onetapcheckin.com/en/articles/10248626-request-a-refund-for-appstore-purchase.md): To request a refund for purchases made through the Apple App Store, follow these steps, which apply to apps, in-app purchases, and subscriptions
- [How to Cancel Your OneTap Subscription](https://help.onetapcheckin.com/en/articles/11828652-how-to-cancel-your-onetap-subscription.md): Steps to cancel your subscription
- [Understanding Your Legacy Plan on OneTap](https://help.onetapcheckin.com/en/articles/14092936-understanding-your-legacy-plan-on-onetap.md): Explore what the legacy plan means on your OneTap dashboard