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Organizers can manage their event events by checking in attendees, viewing registrants and their status, and selling tickets or add-ons. They can also launch the kiosk mode for self-service operation.
Supported OSes
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From here you can enter your username and password to log into the app. You can also select from Production/Demo account options if you have any demo account setup set up for testing.
EventGen Homepage
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Payment Devices: Shows a list of any connected payment devices.
Printers: Shows a list of any connected printers. For more information about printer setup, refer toPrinter Setup.
A printer can be added manually using its IP address through the ‘Add Manually' button. Enter the name (of your choice) and IP address of the printer and then click on ‘Connect’.
Scanners: Shows a list of any connected scanners.
Enable printer cutter: This featureThis feature activates the built-in cutter on printers, allowing them to automatically trim badges once they are printed.
Align printing to top left: This feature ensures that all badges are printed from the top left corner, preventing any undesired shifting during printing.
Data fetch mode: Turned off by default.
When turned off:a user will be able to use the app without an internet connection, saving actions and data locally on their device until the internet comes back. It first searches for registrant data locally from synced data, then checks the server if the data is not found, providing faster performance.
When turned on, a user will need an internet connection to use the app. This mode retrieves registrant data exclusively from the server.
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Allow scan in the contact form: Allows you to use the badge scanner (mentioned above) in the shopping cart to auto-fill registrants information.
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Post Registration Actions
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The 'Automatically check in and print badge' action will automatically check in a registrant and print their badge. A success message will be displayed next to each action, indicating that it was completed successfully, as shown below:
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Manual actions: Refers to the choices available to the registrant after purchasing the ticket. These options include:
No action: Taking no action
Check in: Allowing the registrant to check-in
Print badge: giving the option to print the registrant's badge
Check in and print badge: Providing the options to both check in the registrant and print their badge.
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Note: The 'Automatic Actions' settings take precedence over the 'Manual Actions' settings. To ensure the event settings align with the intended 'Manual Actions', set the 'Automatic Action' to 'No action'. |
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Camera Settings
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Welcome Screen: Allows Staff camera mode: Specifies the default camera to be used in staff mode, which can be set to either the front or back camera.
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Kiosk camera mode: Specifies the default camera to be used in kiosk mode, which can be set to either the front or back camera.
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Kiosk Mode Settings:
Kiosk mode settings allow you to controlKiosk mode's permissions and functionality.
Welcome Screen: Allows users to select between Scanner, Search field, or Both to perform event actions (such as check-ins and check-outs).
For example, If only Scanner is selected, a user will only be able to use the scanner to check - in attendees.
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Passcode: The passcode used to enter/exit the kiosk mode, a kiosk mode is set per device, so each device can have its own passcode.
Use inline search in Kiosk Mode: Makes searches return results in real-time for each character entered, instead of entering the whole search query and clicking the search button. A minimum of three characters is required for real-time search to work.
Preview and edit badge: Enables the registrant to view their badge details and modify their information, such as name, company, or job title, before printing the badge. This feature is disabled by default.
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Now back to the Events Page, if you click on the event the following options will appear:
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There are two three sub-sections:
Manage: From here, organizers can manage their event and perform actions such as checking in, viewing registrants, purchasing add-ons, checking stats, etc.
AboutActions: This section displays check-in actions, including the event information such as the location, date, sessions, and extras check-ins. It also enables add-on redemption and includes buttons for kiosk mode and event statistics.
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About: This section displays the event information such as the location, date, no. of registrants, About section, and a gallery.
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Unavailable: Displays the tickets that are no longer available for purchase.
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All: Displays all the created tickets for the event whether they are available or unavailable for purchase.
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ULC Forms as Registration Forms
You can create a ULC template to be used as a registration form on the mobile app, from the Event designerDesigner, navigate to Events > Managed > Registration forms, click New, enter the information of the template, and then click Continue.
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The Registration formsForms tab is only displayed to users who have the Manage registration formsRegistration Forms permission activated in their security profile. |
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From the mobile app,proceed to check - out. Then click on Change below the Check-Out Method and choose Cash.
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To purchase sessions, click on the Sessions button, choose select the desired sessions, link them with to the attendees, and then move forward to the check-out checkout process.
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You can refine the displayed information by applying filters such as session date, category, speaker, and sponsor to focus on more specific details.
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Activities & Add-ons
Add-ons and activities are the services you offer in your event. This option allows you to buy items such as parking, drinks, etc.
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Activities
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To purchase Activities, click the Activities button, select the desired activities, link them to the attendees, and then move forward to the check-out process.
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Add-ons
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Select the activity, add-on, or package you wish to see more details about by clicking on it. Three taps will be displayed: Details, Registrants, and Summary.
Details
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To purchase Add-ons, click the Add-ons button, select the desired add-ons, link them to the attendees, and then move forward to the check-out process.
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Activities & Add-ons Details
Click on the Extras button and choose the Activities, Add-ons, or Packages tab for the activity, add-on, or package , such as whether the ticket is free or not, the you wish to see more details then click on the intended activity, add-on, or package. Three taps will be displayed: Details, Registrants, and Summary.
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Details
Displays all information about the activity, add-on, or package, such as whether the ticket is free or not, the date and time, and the number of participants for that particular activity or add-on.
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Registrants
Displays all the registrants for that particular activity or add-on.
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Activities and add-ons can be checked in and out and can also be redeemed or unredeemed.
Summary
Displays the history log and the statistics of the activity or add-on.
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Source - Shows a log of every action performed during the event, like check-in, check-out, or registration, whether it's from all devices collectively or solely from this particular device.
Ticket Type - Shows records corresponding to the selected ticket type. For example, applying a 'Standard' filter will display only those registrants who have tickets labeled as 'Standard'.
Action - Only shows records related to a specific action. For instance, if filtered by 'Extra Check-in', it will display only those attendees who have checked into the activity or add-on.
Date - Shows records exclusively linked to the chosen date or range of dates.
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Packages
To purchase activities and add-onspackages, click on the More Items Extras button, go to the Activities or Add-Ons click on the Packages tab, choose the desired activities and add-ons, link them with the attendees, and then move forward to the check-out process.
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Packages
To purchase packages, click on the More Items button, then click on the packages tab.
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intended package, and add it to the cart for purchase.
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Check-In (Scanning)
From here, you can check - in the registrants, check - out, or just verify the ticket if needed. To apply this for an event, activity, add-on, or session, simply click on the Start Scanning button.
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You have the option to search for a particular session, activity, or add-on.
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If a user exits before scanning a badge for a session, activity, or add-on, a section called Continue Scanning will appear in the Manage tab of the event. This section serves as an index of the most recent unfinished actions, allowing the user to select the intended session, activity, or add-on and resume badge scanning.
Event Check-In, Check-Out, or Verification
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Use the three sub-tabs at the top to Check-Incheck in, Verify, or Check-Outcheck out.
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You can also adjust the scanner settings by clicking the 3 dots at the top:
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To check an attendee into a session, click on the Sessions Check-In button Actions tab,choose the Check in to a session option, and then select the intended session you would like to check them into.
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Then scan the session’s ticket or search for the attendee by clicking on the Search Event Registrants button.
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To check a registrant into a an activity or add-on, navigate to the Registrants tab of that activity or add-on and click on the registrant’s name.
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An alternative way to check a registrant into an activity or add-on involves several steps:
Navigate to the event's page Manage tab and click on theView Registrants button.
Select the registrant's name and scroll down to Activities & Add-Ons.
Choose the specific activity or add-on you want to check the registrant into, and finally, click on Check-In or Redeem.
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A confirmation of Checked-In Registered will be displayed for the activities or the number of available addons will be reduced, signifying that the check-in process was completed successfully.
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Their Personal information i.e. name, email, etc.
To modify or append information in any field, click the edit icon located next to the relevant field. Make your changes and then click the '✔️' button to apply them, or hit the '❌' button to discard the changes.
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Any sessions they’re attending.
Any Add-ons they’ve purchased or any activities including any actions performed on the registrant. Such as checked in, checked out, etc.
Any Guests linked to the registrant. A guest ticket is just like a regular ticket and the guest is also considered as a registrant. The only difference is that it is tied to some parent ticket.
The history of all actions taken by the registrant during the event. By clicking ‘History', the registrant’s history screen will be displayed as shown:
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It will ask you for the passcode when enabling the kiosk mode. Remember this passcode as it would be needed to exit the kiosk mode later on.
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Next, you’ll see two widgets:
Event Management
Session Management
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If there are no sessions associated with the event, the 'Session Management' widget will not be displayed.
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Event Management
Includes the event, extras, and add-on options that you can enable for the kiosk mode. For example, you can only allow attendees to purchase add-ons or check in. Or, you can select all of the options that will enable attendees to purchase tickets, add-ons, check in/out, manage guests, and verify tickets.
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Your selected options will appear in kiosk mode like this:
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Kiosk Mode Event Check-In
To check into the event, click on Start Check-In. Then, based on the Kiosk Mode Welcome screen configurations, either scan the badge or look up the registrant.
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Kiosk Mode Event Check-Out
To check out of the event, click on Start Check-Out, and thenscan the badge or search for the registrant.
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Kiosk Mode Tickets Lookup
To verify a registrant, click on Lookup, and then scan the badge or search for the registrant.
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Purchasing Event Tickets in Kiosk Mode
To purchase tickets, click on Purchase Tickets, choose the desired tickets, enter your information, and then proceed to check - out.
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Note: Depending on the registration action set from the Kiosk mode settings, the success message changes accordingly. |
Cash Payment in Kiosk Mode
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Manage Guests in Kiosk Mode
Attendees can have permission to manage other attendees once they verify their tickets either by scanning or by searching for their name. Once the attendee is verified, a circle with the first letters of their initials is displayed on the top right of the screen.
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They can then:
Purchase tickets, activities, or add-ons for their guests.
Check their guests in or out.
Print badges for their guests.
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Session Management
Includes the session options that you can enable for the kiosk mode. For example, you can allow attendees to only register for sessions or check in. Alternatively, you can select all the options, enabling attendees to register for sessions, check-in/out, and verify session registration.
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Once you select the intended options, you will be directed to choose the intended session or sessions as shown:
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Once the intended session or sessions are selected, a screen will be displayed with the session or sessions for the attendee to choose from.
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The attendee can then click on the desired session and check in, check out, register, or verify their access to the session depending on the previously selected options.
Session Check-in
To check into a session, click on the 'Check In' button.
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Scan the badge or manually search for the attendee's name by clicking the 'Check In Manually' button.
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A Successful checked-in screen will be displayed as shown:
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Session Check-out
To check out of a session, click on the 'Check Out' button.
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Scan the badge or manually search for the attendee's name by clicking the 'Check Out Manually' button.
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A Successful checked-out screen will be displayed as shown:
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Session Access Verification
To verify having access to a session click on the 'Verify Access' button.
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Scan the badge or manually search for the attendee's name by clicking the 'Capture Your Ticket Manually' button.
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For badge scanning:
If the attendee is registered for the session, a confirmation message will be displayed.
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If the attendee is not registered for the session, an error message will be displayed.
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For manual verification:
If the attendee has access to a session, their name will be displayed and by clicking on the ‘That’s me' button, their event’s ticket information will be displayed.
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If the attendee does not have access to a session, no results will be displayed.
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Session Registration
To register for a session, click on the 'Register For This Session' button.
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Scan the badge or manually search for the attendee's name by clicking the 'Capture Your Ticket Manually' button.
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Confirm your choice and information then click on 'Proceed to check out'.
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Enter your card details and click on 'Check Out'.
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A successful registration screen will be displayed.
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Cash Payment in Kiosk Mode
To allow cash payments in kiosk mode, two requirements:
The users Users should have the Self-service cash payment allowed enabled in their security profile.
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The Self-Service Cash Payments setting is enabled in the Event Builder from Settings > General > Cash Payment.
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Cash payment will be displayed after enabling purchasing in the Kiosk mode setup as shown:
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Manage guests in Kiosk Mode
Attendees can have the permission to manage other attendees once they verify their ticket either by scanning or by searching for their name. Once the attendee is verified, a circle with the first letters of their initials is displayed on the top right of the screen.
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They can then:
- Purchase tickets, activities, or addons for their guests.
- Check their guests in or out.
- Print badges for their guests.
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from Settings > General > Cash Payment.
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Once these settings are configured and purchasing is enabled, the cash payment option will be displayed in both the ‘Event Management' and 'Session Management’ setups of the Kiosk mode as shown:
The cash payment option in the ‘Event Management’ setup.
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The cash paymentoption in the ‘Session Management’ setup.
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Exit Kiosk Mode
To exit the kiosk mode, click on the Exit Kiosk option at the top left sidecorner, which will ask for you will be prompted to enter the passcode to exit the kiosk modecomplete the exit process as shown:
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Review Statistics
Displays all of the event statistics and attendee activities, including the Event History Log, Event Statistics, Ticket Type Statistics, and Activities Statistics.
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This section displays the statistics for different activities. For instance, the Coral reefsReefssession shows that out of the 3 people who bought the ticket, 0 attended and 3 were absent.
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