How to Add an Attendee in the Check-in Tool

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

Add a New Attendee

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

  • Click Add Attendee from the left-hand side.

  • Select the appropriate ticket type.

  • Enter the attendee’s details.
    Only the fields marked with an asterisk (*) are required.

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

Collecting Payment (Credit Card)

If you're collecting payment online with a credit card:

  • Search for the attendee by name, email address, table number, etc.

  • Click Add to Cart.

  • Click Add Purchasable and select whether the donor is covering fees.

  • Collect credit card details and click Complete Purchase.

Collecting Payment (Offline)

If you’re accepting cash, cheque, or other offline payment:

  • Search for the attendee by name, email address, table number, etc.

  • Click Add to Cart.

  • Click Add Purchasable and select whether the donor is covering fees.

  • Click the three dots beside the item in the cart and select Mark as Paid.

 

Note:

When payment is collected offline, the attendee will not be charged the price of the ticket. The attendee will show as an Uploaded Attendee in your All Transactions report with an N/A in the payment column.

What the Attendee Receives

Once the purchase is complete, the attendee will receive:

  • A confirmation email

  • Their event ticket (if ticket emails are toggled on in your settings)


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.