How to Send Log In Links from the Check-In Tool to Attendees

Use this guide when sending sign-in links to attendees at in-person events. These links allow attendees to log into their Trellis donor account without needing a password.

You may also click here to download this printable check-in tool guide!

Sending a Sign-In Link

• Open the Check-In Tool from your Dashboard.

• Select the attendee you want to send a sign-in link to.

• Confirm their email and phone number are correct.

• Scroll to the bottom and click Send Sign-In Link.

The attendee will receive a direct login link by email and SMS (if both are on file). This link logs them in without requiring a password.

Important:
Do not send the link more than once unless the attendee specifically says they didn’t receive it. Each time a new link is sent, it deactivates all previously sent links for security purposes.

Troubleshooting

If the Attendee Didn’t Receive the Link

• Double-check that their email and phone number are accurate.

• Ask them to check their spam folder.

• Try resending the link using a different method (SMS is often more reliable than email).

If they still can’t receive it, their provider may be blocking the message. In that case, ask them to log in manually using their email and password. 

If the Attendee Says the Link is Invalid

This usually means they’ve been sent multiple links. Only the most recently sent link will work.

• For SMS, ask them to click the most recent message (usually at the top).

• For email, the latest valid link is often found at the bottom of the thread.