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Event Check in Eligibility

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Navigating event check-ins with precision is crucial for any church, and Breeze ChMS offers the tools to customize this process effectively. Whether you're exploring how do I link a tag to an event or setting specific eligibility criteria for attendees, this guide provides clear instructions to enhance your event management. Learn how to ensure smooth and efficient check-in procedures by controlling who appears on the eligibility list, from infants to adults, for any event scenario.

 

Oftentimes churches will want to control who shows up in the list of eligible people to be checked into a certain event. If you're checking infants into the nursery, for example, you may not want senior citizens showing up on the same list. Breeze allows you to restrict who shows up on the list.

For a New Event

  1. Select "Events" from the top blue bar.

  2. Click "Add Event" to create a new event. If you need guidance on creating an event, you can follow this article: How to Create an Event.

  3. In the event settings, click on "Check-In" located on the left side.

  4. Choose your desired eligibility criteria for event check-in. You have the following options:

    • Everyone: All attendees can check in to the event.
    • Specific Tags: Only individuals with specific tags assigned to their profiles can check in.
    • Form Respondents: Only those who have responded to an associated form can check in.
    • No One: Disable check-in for the event.

  5. Click "Add" to save your event with the selected eligibility settings.

For an Existing Event

  1. Select "Events" from the top blue bar.

  2. Choose the event you'd like to edit by clicking on its title.

  3. In the event details page, click on "Edit Event Settings" located at the bottom left of the window.

  4. Scroll down to the "Check-In" section of the settings page.

    Click on the drop-down menu next to "Eligible People" to select your desired eligibility option:

    • Everyone: All attendees can check in to the event.
    • Specific Tags: Only individuals with specific tags assigned to their profiles can check in.
    • Form Respondents: Only those who have responded to an associated form can check in.
    • No One: Disable check-in for the event.

  5. After making your changes, click "Save Changes" to update the event with the new check-in eligibility settings.

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Options

Everyone Everyone in your database will show up on the check in list. This is the default behavior.
Specific Tags Only people within specific tags will show up on the list. This option allows you to link the event with any number of tags. 1    
Form Respondents People who have filled out a certain form will show up on the check in list. Ideal for a registration form to check those people in when they show up to the event they registered for.2
No One No one will show up on the check in list. This is ideal if you only want to keep track of a total headcount rather than specific names.
1 When creating these tags, you may want to bulk assign people based on certain criteria to a tag or tags so you don't need to add each person individually. See Bulk Assign Tags for more information.
2Form respondents must be associated with a person to be eligible for an event. See Forms and People for more details.
Note: In order to add people to a tag when adding individuals to Breeze from the Check in page, the Event eligibility must be set up to Specific Tags.

Filtering

If you'd prefer to filter the list of people (by tag) after the check in page loads1:

  1. Load the check in page for the event.
  2. Click the gear icon (mceclip1.png) at the top by the event's name.
  3. Click the "Filter" button.
  4. Select the tags containing the people you'd like included on the list.
1 Note that this option is only available when the event's eligibility is set to "Specific Tags."

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