Getting Started with Check-In Tool

The Trellis Check-In Tool is a web app used for checking in attendees for a fundraising event.

Click this link to download a PDF copy of this guide!

And click here to login to the check-in tool. 


Device specifications for check-in tool compatibility

The Check-In tool is designed for a tablet device with wifi connection (ex. iPad). It can also be used on a phone but the bigger the screen the better! 

• For Apple devices
  • Only iOS 14.5 or newer versions are supported
  • We recommend scanning QR Codes through a Safari browser
• For Android devices
  • We recommend scanning QR Codes through a Google Chrome browser
    
    

What Can You do With the Check-In Tool?

• Check-in Attendees – Allows the organizer to mark an attendee as present at an event.
• Edit Attendee Information – Includes an attendee’s name, email, phone number, table number, paddle number, mailing address, and any notes you may have for this attendee.
• Manage or Add their Payment Cards (Manage Cards) - Save a credit card to the attendees so that you can ensure there’s no delay closing out carts at the end of an event.
• Add Items to their Cart – Organizers can view and add items to the attendee’s cart. The organizer can also send the attendee the payment link or process the checkout on behalf of the attendee.
• Send Sign-in Link – Organizers can send the attendees a sign-in link to allow them to sign in on their own devices and be automatically signed into their Giving Account on the Trellis platform. This means faster purchases on their end, with all their saved information!
• View Purchase History – This allows the organizer to check the attendees’ purchase history for this fundraiser during the check-in and suggest future purchases to make during the event.

Configuring the Check-In Tool Features

There are three features you can enable for your Check-in tool that will allow your attendees to have a more seamless experience participating in your event.

• Send Sign-in Link - the Check-In tool will automatically send a sign-in link to the attendee once they are checked in. Attendees can then click the link on their device to access your fundraiser’s webpage and make purchases on their own devices.
• Ask for Credit Card - the Check-In tool will prompt volunteers to save a credit card for the attendees if they do not already have one saved.
• Rapid Check-in - the Check-In tool will not prompt volunteers to add or adjust any details for the attendees.  It's designed for scenarios where the goal is to make sure guests are checked in, but the information of the attendees is not important.
  
  

To access the Check-In Tool and the features noted above, complete the following steps. 

1. Login to your Trellis Admin account.

2. Edit the fundraiser page where you have the event set up.

3. Navigate to your Sidebar Settings.

4. Enable or disable features here.
 

 

Logging In

To learn how to assign Volunteers to your account to use the Check-In tool, click here.

Open your device browser and go to this URL - https://esm.trellis.org/login. Make sure you bookmark this URL and have it ready to access in your device browser.

As the admin of the Trellis account, your admin access and your Event Sales Manager (ESM) access are the same. As a volunteer, your credentials are sent to you via email. 

Quick Links to Related Articles:
How to Check-in and Manage Attendees Using the Check-In Tool

How to Assign Volunteers to Check-In your Attendees