The Trellis Check-In Tool is a web app used for checking in attendees for a fundraising event.
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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
- 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 two 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 device.
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.
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.
Pro Tips:
Giving Account: A person’s user account for the fundraiser on the Trellis platform. Giving Accounts are automatically created for all ticket purchasers and ticket holders. This allows them to save a payment method, bid in a silent auction, speed up future checkouts, and manage their event tickets. Below are some articles you may forward to your attendees in advance to get them ready:
How to assign event tickets to guests
How to view and edit tickets that someone else assigned to me
Get ready to attend an in-person event
Giving Links: This link expires after 6 hours from the time they are sent(upon purchasing the tickets), and can only be clicked once. If the donors re-click an expired link, our system will prompt the them to request a new one.
Logging In
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. 
How to Assign Volunteers to Check-In your Attendees
By default, any organization users have full access to all functionality in the Check-In Tool!
1. As an admin, login to your Trellis account.
2. From the Dashboard, go Team Roles then select Volunteer List. Select the fundraiser page you want to add a volunteer(top right dropdown) and click Create Volunteer.
3. Add the volunteer’s full name, email, phone number, and which roles you would like to give them and hit Save.
Pro Tip: We recommend making a single volunteer login access using an internal general email address (like "info@" or "hello@" with a single, simple password. When volunteers arrive at the event, you can login them in to the Check-In Tool with the same, generic details in order to save time setting each person up.
4. Your volunteer will receive their access credentials to the check-in tool through their email. Make sure you ask them to check their spam folder if they can't find it.
5. Once you create the volunteer, click the Pen icon to configure their role
6. Click Save, and your volunteer is all set!
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- By default, anyone with the Check-In Tool role can check attendees in at the event.
- “Can add items to cart”: this volunteer can also add items to an attendee’s cart, such as donations, tickets, or items
- “Can charge carts individually”: this volunteer can process an attendee’s cart, thus completing their purchase
- “Can charge all attendee carts at once”: this volunteer can see and click a button that checks out all attendee carts. We recommend disabling this for most volunteers, and only enabling it for trusted volunteers.
How to Check-in and Manage Attendees Using the Check-In Tool
Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.