How to check participants in at events?












2















How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!










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    2















    How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



    My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!










    share|improve this question

























      2












      2








      2








      How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



      My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!










      share|improve this question














      How would you recommend checking in participants (who have previously registered) at events so that those who attended have participant status changed from registered to attended? (And then, likely in a second step, those who didn't show have participant status changed to no-show). This seems so obvious- but I can't find it in the Civi documentation.



      My thought is to use an advanced search with event name= [name], role = 'attendee' filters. After people have been checked off names when they come in to the event, use the 'update multiple contacts' feature. I created a profile with the field 'participant status', but it doesn't show up in the 'update multiple contacts' profile drop-down...and I'm wondering if this is even the best way to do this? Non-developer, just a user here. Thanks!







      civievent






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      asked 8 hours ago









      CiviLearnerCiviLearner

      404




      404






















          4 Answers
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          CiviLearner,



          You will need to use Find Participant search form to update the status of participant.



          Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



          Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



          HTH



          Pradeep






          share|improve this answer































            1














            Answer I got (other suggestions welcomed):



            Navigate to Events > Manage Events


            Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



            Select resulting participants, then select "Participant status - change" from the actions drop down menu >






            share|improve this answer































              1














              If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



              You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






              share|improve this answer































                0














                I haven't (yet) tried it but have bookmarked the QR Code Checkin extension, which could be used in conjunction with one of the other described "backup" methods for those who didn't take their QR code with them to the event:




                QRCode Checkin allows you to send an email that contains a scanable code to the registered participants for your event.



                Your registration workers can use any freely available QR Code scanning software on their phones to scan the code and open the encoded web address on their browser.



                When they do, they will get the status information about the registration



                With one click, the registration worker can change their status from registered to attended.







                share|improve this answer























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                  4 Answers
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                  4 Answers
                  4






                  active

                  oldest

                  votes









                  active

                  oldest

                  votes






                  active

                  oldest

                  votes









                  2














                  CiviLearner,



                  You will need to use Find Participant search form to update the status of participant.



                  Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                  Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                  HTH



                  Pradeep






                  share|improve this answer




























                    2














                    CiviLearner,



                    You will need to use Find Participant search form to update the status of participant.



                    Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                    Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                    HTH



                    Pradeep






                    share|improve this answer


























                      2












                      2








                      2







                      CiviLearner,



                      You will need to use Find Participant search form to update the status of participant.



                      Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                      Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                      HTH



                      Pradeep






                      share|improve this answer













                      CiviLearner,



                      You will need to use Find Participant search form to update the status of participant.



                      Do a search on event name= [name], role = 'attendee' filters, select participant and then from Actions list select 'Update multiple participant'



                      Or You can use Advance search with same filter but select 'Event Participants' from the 'Display Results As'.



                      HTH



                      Pradeep







                      share|improve this answer












                      share|improve this answer



                      share|improve this answer










                      answered 8 hours ago









                      Pradeep NayakPradeep Nayak

                      11.4k1521




                      11.4k1521























                          1














                          Answer I got (other suggestions welcomed):



                          Navigate to Events > Manage Events


                          Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                          Select resulting participants, then select "Participant status - change" from the actions drop down menu >






                          share|improve this answer




























                            1














                            Answer I got (other suggestions welcomed):



                            Navigate to Events > Manage Events


                            Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                            Select resulting participants, then select "Participant status - change" from the actions drop down menu >






                            share|improve this answer


























                              1












                              1








                              1







                              Answer I got (other suggestions welcomed):



                              Navigate to Events > Manage Events


                              Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                              Select resulting participants, then select "Participant status - change" from the actions drop down menu >






                              share|improve this answer













                              Answer I got (other suggestions welcomed):



                              Navigate to Events > Manage Events


                              Scroll to find the event in question, click on the Participants hyperlink to the right-hand side, then select "Connected, Registered, Attended..."



                              Select resulting participants, then select "Participant status - change" from the actions drop down menu >







                              share|improve this answer












                              share|improve this answer



                              share|improve this answer










                              answered 7 hours ago









                              CiviLearnerCiviLearner

                              404




                              404























                                  1














                                  If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                  You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






                                  share|improve this answer




























                                    1














                                    If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                    You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






                                    share|improve this answer


























                                      1












                                      1








                                      1







                                      If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                      You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.






                                      share|improve this answer













                                      If you use Advanced Search, you can change the Display Results As from Contacts to Participants. This will let you update the participant status similarly to doing it through "Manage Events", but with more granularity for who shows up in your list.



                                      You can also install CiviMobile - the Web Access CiviMobile, not Agiliway's - which has a one-touch phone interface I really like for changing folks from "Registered" to "Attended". Afterward, I use the method I mention above to convert non-attendees to no-shows.







                                      share|improve this answer












                                      share|improve this answer



                                      share|improve this answer










                                      answered 6 hours ago









                                      Jon G - Megaphone TechJon G - Megaphone Tech

                                      27.2k11872




                                      27.2k11872























                                          0














                                          I haven't (yet) tried it but have bookmarked the QR Code Checkin extension, which could be used in conjunction with one of the other described "backup" methods for those who didn't take their QR code with them to the event:




                                          QRCode Checkin allows you to send an email that contains a scanable code to the registered participants for your event.



                                          Your registration workers can use any freely available QR Code scanning software on their phones to scan the code and open the encoded web address on their browser.



                                          When they do, they will get the status information about the registration



                                          With one click, the registration worker can change their status from registered to attended.







                                          share|improve this answer




























                                            0














                                            I haven't (yet) tried it but have bookmarked the QR Code Checkin extension, which could be used in conjunction with one of the other described "backup" methods for those who didn't take their QR code with them to the event:




                                            QRCode Checkin allows you to send an email that contains a scanable code to the registered participants for your event.



                                            Your registration workers can use any freely available QR Code scanning software on their phones to scan the code and open the encoded web address on their browser.



                                            When they do, they will get the status information about the registration



                                            With one click, the registration worker can change their status from registered to attended.







                                            share|improve this answer


























                                              0












                                              0








                                              0







                                              I haven't (yet) tried it but have bookmarked the QR Code Checkin extension, which could be used in conjunction with one of the other described "backup" methods for those who didn't take their QR code with them to the event:




                                              QRCode Checkin allows you to send an email that contains a scanable code to the registered participants for your event.



                                              Your registration workers can use any freely available QR Code scanning software on their phones to scan the code and open the encoded web address on their browser.



                                              When they do, they will get the status information about the registration



                                              With one click, the registration worker can change their status from registered to attended.







                                              share|improve this answer













                                              I haven't (yet) tried it but have bookmarked the QR Code Checkin extension, which could be used in conjunction with one of the other described "backup" methods for those who didn't take their QR code with them to the event:




                                              QRCode Checkin allows you to send an email that contains a scanable code to the registered participants for your event.



                                              Your registration workers can use any freely available QR Code scanning software on their phones to scan the code and open the encoded web address on their browser.



                                              When they do, they will get the status information about the registration



                                              With one click, the registration worker can change their status from registered to attended.








                                              share|improve this answer












                                              share|improve this answer



                                              share|improve this answer










                                              answered 3 hours ago









                                              Laryn - CEDC.orgLaryn - CEDC.org

                                              5,91311043




                                              5,91311043






























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