Using the IPad Check-In App (New Feature)
This article covers how to use our dedicated iPad Check-In app and highlights key features to ensure a seamless check-in process.
- Download and Open the Check-In App
- Configure Label Printer
- Creating an Attendance Event
- Checking People In/Out
- Adding a New Person
- Check-In Modes
- Check-In Settings
Download and Open the Check-In App
First, navigate to the App Store and install the "ChurchTrac Check-In" app.
Once it's downloaded, log in using your ChurchTrac user account credentials.
Once you've logged in, it will take you through a few setup prompts such as connecting your label printer. You have the option to skip this step and configure your printer later. However, we recommend setting up your label printer before you begin using the app to print check-in labels.
Configure Label Printer
Before using the Check-In App, we recommend setting up your label printer. The Check-In feature in ChurchTrac is compatible with most Brother QL series printers. ChurchTrac officially offers support for the QL-810W and QL-820NWB printers.
If you are using an iPad, you can simply use AirPrint to connect your Brother QL-820NWB printer. Ensure your printer and device are on the same Wi-Fi network, then select your printer from the AirPrint options in the app.
Once you've completed the initial setup and configured your printer, you're ready to start using Check-In.
Creating an Attendance Event
Step 1: Add an Attendance Event
Select the most recent event date at the top of your screen to choose an existing date or create a new event.
Step 2: Name the Attendance Event
Enter a name for the event, like "Child Check-In".
Step 3: Assigning Groups
Assign the appropriate Groups, then select, "Add Event". Your new event will then appear on the Check-In screen. Select the event to enter Check-In mode.
Checking People In/Out
When checking in individuals, you can search for them using the last 4 digits of their phone number or search the individual by name. We recommend assigning the appropriate Groups to each individual before this check-in process begins (refer to our Getting Started with Check-In Article if you still have to assign your members to Groups).
To complete the Check-In process, select the names of the attendees and then select the "Print Labels" button. The labels will be printed to your connected label printer. See our Label Printer Setup article for further help configuring your label printer.
Checking People Out
The process of checking out an individual is nearly identical to checking them in. First, navigate to the "Check-In" mode icon in the top right corner of your screen to switch from "Check-In Mode" to "Check-Out Mode".
Select the "Staff Check-Out Mode" button. Then search the attendee using the last 4 digits of their phone number or search the individual by name.
To complete the Check-out process, select the name of the attendees and select the "Check-out" button. You can also enter the name of the person completing the pickup.
Adding a New Person
If you need to check in a new person, you can add the individual without having to leave the Check-In Screen. Begin entering the new attendee's name and the system will automatically prompt you to "Add a New Family". When adding a new family, enter the parent/guardian's name(s) first, followed by the child. Then, select "Finish" and continue the Check-In process.
Check-In Modes
To access different Check-In Modes, select the "Check-In" modes icon in the top right corner.
In the Check-In modes, you can:
- Enter Staff Check-In Mode
- Enter Staff Check-Out Mode
- Enter Self Check-In Mode
- Access Attendance Mode
- View Check-In Overview
Staff Check-In Mode
Staff Check-In Mode allows you to check in attendees and print labels/security (pickup) labels.
Staff Check-Out Mode
Staff Check-Out Mode allows you to check out attendees, keep a time stamp record, and record the name of the pickup person.
Self Check-In Mode
You can set up multiple Self Check-In stations. This allows you to set up a pin for self-stations, for an extra layer of security.
Attendance
In Attendance mode, you can record attendees' names for a specific event, or record an attendance count.
Check-In Overview
In Check-In Overview, you can view all of the checked-in names or all names assigned to the event.
Check-In Settings
To access the Check-In Settings, select the "settings" icon in the top left corner.
In the Check-In Settings, you can:
- Edit Display
- Configue your Label Printer
- Edit your Groups
- Enable Security Preferences
- View Terms of Service
- View Privacy Policy
- Logout
Display
In the Display Settings, you can add your own touch to Self-Check-In mode with an image and a custom message before and after Check-In. For example, you may want to include: Your church logo, any important announcements, or information you may want parents to know regarding the Check-In process.
You can also edit the Default Search Method to search by phone number or attendee name. As well as, select your preferred date format, and app color scheme.
Printing
In the Printing Settings, you can enable/disable printing on a specific device and connect to your preferred printer. You'll have the option to select from a few common label sizes or customize your own label size. You also have the option to print a test label before your check-in begins.
Groups
In the Groups Settings, you can enable printing for a specific Group, select the label type (Check-In vs Nametag), and choose how many labels you'd like to print.
Security
In the Security Settings, you can set a device pin and enable security preferences such as "Require Name of Pickup Person" at check-out.
Watch our quick Pro Tip video to learn why securing check-in is important, as well as other tips to make your check-in station secure.
Terms of Service and Privacy Policy
In the Check-In Settings, you can view our Terms of Service and Privacy Policy.
