Adding Visitors in Breeze

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    Kathy Schellhardt

    What is the best way to add visitors and be able to track those #’s, as well as send out visitor specific text & emails?

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    Rob N.

    Hey @kathyschellhardt, 

    That's a great question!  After adding visitors and counting anonymous attendees as outlined in this article, you can run attendance reports that will enable you to contact all the attendees to your event.  

    • Select the "Events" tab from the top right.
    • Click the event for which you'd like to see details.
    • Click "View Details."
    • On the left, select "Attenders."
    • Click "Email" or "Text" on the right-hand side.

    This will send messages to everyone you checked in to the event and added into your system.  

    Click the following link for more information: 
    Creating Attendance Reports

    Keep up the great work!

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    j6shin

    Currently, we are trying to add new visitors, but the weird part is even though the check in is restricted to specific tags, they are being inputted into the check-in process. How do I work around this?

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    Emily W.

    Hey @j6shin!

    Great question! If only people in certain tags are eligible to check into the event, Breeze will force newly added people to be assigned to one of the eligible tags so that they will show up on the list in the future. The only workaround is to create a visitor tag so that these visitors can be checked in but then you can separate them from the other classes by putting them in a visitor tag. 

    Hope this is most helpful! 

    Blessing! 

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    laylavaughn426

    I have created users & set the things the users are allowed to access via roles. When a user is checking in someone who is in the Breeze database but not tagged to the specific event the box is not popping up so that they can select that person, so they end up creating a duplicate profile. Do I need to change something in the role settings? Thank you for your help!

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    Stephen Ivey

    @laylavaughn426

    Thanks for reaching out to the breeze form. Due to the complex nature of this topic, and there could be several things keeping you from achieving the functionality you desire. Usually, you would simply want to add the person to the tag that was eligible for the event. This would make sure they appeared in the check-in list! 
    There is a permission that helps prevent this from happening:

    You certainly want to be careful not to add someone via the Check in screen that is already in the database. This would Duplicate their profile and you would have to go back and merge them.

     

    Prayerfully, this is helpful for you! 

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