How to Add an Attendee Directly to the Check-in Tool

This article walks you through how to add new attendees directly from the Check-In Tool. This is helpful when guests arrive at the door or when pre-assigned tickets haven’t been entered yet.

If you need to get an attendee into the Check-In Tool without going through a full checkout process, you can use the Add Attendee function in the top left corner. This is handy for when:

  • You need to get an attendee into the event quickly during check-in
  • You are adding an individual who has a complimentary or included seat (such as a sponsor table).
  • You are collecting cash, cheque or offline payment.

Add a New Attendee

  • Navigate to the Check-In Tool from your Dashboard.

  • Click Add Attendee from the upper left-hand side.

  • Select the appropriate ticket type.

    • Note that paid tickets count towards your fundraiser's total.
  • Enter the attendee’s details.
    Only the fields marked with an asterisk (*) are required.

  • Click Add Attendee or Add & Check-In depending on whether they are arriving now.

When an attendee is added:

  • An offline transaction is created for that attendee
  • The price of the ticket counts towards thermometers and activity rolls
  • The attendee can receive checkout attachments (receipts, event tickets).

 

Important:

If the attendee needs to pay for their ticket by credit card, the easiest way to add them to the Check-In Tool is to use the Sales Entry System feature instead of Add Attendee.

 

Need Help?

If you have questions or need assistance, reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.