Video: Check-In

 

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To create your check-in experience, take the following steps

 

Step 1

Create your groups. In order to utilize check-in, groups must be created for your classes, making sure to check the boxes “track individual attendance,” as well as the option, “Use for Check-in.” This is also where you will determine how many labels you prefer to print.

To edit your label settings, scroll to the bottom of the page and make your selections. Click SAVE.

NOTE: these are exceptions to your Station settings. Only make changes here if you want to override the station label settings for a specific group.

 

Step 2

Create your check-in station or stations. Stations can be edited but not deleted, so keep that in mind as you create stations. Once your stations are named, choose your settings for each station. You can find more info on this topic in the video, Check-in station settings.

 

Step 3

Create the user-end experience. Will you be using computers or iPads? iPads require the use of your ChMS Check-in app , which is only available for iOS. You must also purchase a Brother printer , as labels can only print wirelessly using this option.

if you own a mac or windows computer, we recommend using Desktop Check-in. Simply download it from in-app help to your laptop and set your station and printer. You may also use the browser-based check-in option if quick access to the status report or check-out is important to you.

 

Step 4

Test your process. Open your preferred check-in application and check a few children in. Did the correct groups populate when checking the individuals in? Did your labels print correctly? Testing your check-in process start to finish will help identify any possible discrepancies and gives you time to tweak your organization’s preferences.

 

Finally, a few things to ask yourself

  1. Do you know where to go for more info on station settings, supported printers, or desktop check-in? The question mark icon at the top right of your ChMS houses the documentation on these (and many more.) topics You’ll also find the contact for support, should you have additional questions.
  2. Whose login credentials will you use to operate check-in (if using the iOS app or browser-based options?) It’s recommended you create a record named Check-in, along with a role of the same name. Assign the person “check-in” to the check-in role. Edit the username and password of this record and share those credentials with those on your check-in team. This allows team members to only have access to what you determined within the role.
  3. Will parents be checking their children in, or will your team members serve the parents? If the former is your choice, Kiosk Mode is recommended, as it provides a clear and easy-to-use interface, and can include a background image.

 

Following these steps will help the check-in setup process run smoothly, as you create a check-in experience unique to your organization.