Event Check in Eligibility

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    greg

    I would like to check people in a group of tagged people that attended an event.  When I go to check these individuals in, I only see a search form for me to type a name or phone number. 

    What I would like to see is a list of tagged names with a check box next to each one so I can check them into the event easily.  How do I do that?  Thanks.

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    Stephen Ivey

    @greg

    Thanks for taking a moment to reach out to the breeze community!

    This can be easily done by changing the mode at which you were checking in people. You are currently in Search Mode, but it would need to be changed to List Mode. See here: Selecting Check In Modes 

    Let us know if there's anything else we can do to help! 

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    Betty White

    Hi there, I have created events and set them with eligible people in certain tags. I then created a role that should only have access to one of the tags yet when I go to test, I can see all of the tags in the check in list. I'd like the person to only see the check-in list that includes the tags they are allowed to see.  I can click the settings button in the app and update the tag filter to choose one of the four tags but I was thinking the role should prevent the person from seeing the other tags.

    Thanks

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    Micah M.

    Hey @brit1brit!
    Great question! The "check-in" portion of Breeze does defy some of the Role permission logic, as the expectations are a bit different in this area. We would expect to allow people with the "check-in" to view all people who are eligible. The filter setting is definitely an option but not ideal for sure. If there's a specific goal you have in mind I know our team would love to brainstorm with you! Free free to give us a call or email us at: support@breezechms.com and we would love to talk through options here!

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    parfreyville

    We've just synced our Google calendar into Breeze, and were hoping to be able to check people into worship services using this calendar.  However, when trying to do that I'm getting a message that because it's an External Calendar we are not able to - is there any way around this without re-entering all of the events?

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    Chaeli

    @parfreyville That's a great question! The google events are read-only, meaning that the calendar will not allow for edits on the Breeze-end and will not work for volunteers or check-in purposes. It is simply a way to keep all events together on one calendar. It sounds like you want to check people into the event, so we'd recommend using a Breeze calendar event so that you can manage check ins, volunteers, etc. For more information, check out this article

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