| Table of Contents |
|---|
Getting Started
The EventGen mobile app is used by the event organizers on location to perform tasks such as:
...
Organizers can manage their event by checking in attendees, viewing registrants and their status, selling tickets or add-ons. They can also launch the kiosk mode for self service operation.
Supported OSes
The EventGen app requires
EventGen Login Screen
You’ll see this login screen once you download and open the app:
...
Click on Settings to go to the app settings page:
...
Name - : This is the name of the connected user account.
Device ID - : Your EventGen device ID.
Show Profile Photos - : Enable to display guest and user profile photos.
Check for minor updates - : When this feature is enabled, the app checks for new versions in the store each time it starts. If a minor update is detected, a dialog appears at the beginning, offering the user the chance to update the app, ensuring it stays updated. Synchronize -
Time Zone: Displays the local time on each device, adjusting based on the global Greenwich Mean Time (GMT) by adding or subtracting hours.
Synchronize: Used to force sync the app to the server.
Auto Upload - : Enable to automatically upload data from your device to the server.
...
Payment Devices - : Shows a list of any connected payment devices.Scanners - Shows a list of any connected scanners.
Printers - : Shows a list of any connected printers.
...
Allow scan in registration - Allows you to use a badge scanner, that is used in Capture Forms and can scan VCards, or be configured to retrieve lead data from databases of registration providers that Captello integrates with.
...
Allow scan in the contact form - Allows you to use the badge scanner (mentioned above) in the shopping cart to auto-fill registrants information.
...
For more information about printer setup, refer to Printer 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 internet connection, saving actions and data locally on their device until 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.
...
Allow scan in registration: Allows you to use a badge scanner, that is used in Capture Forms and can scan VCards, or be configured to retrieve lead data from databases of registration providers that Captello integrates with.
...
Allow scan in the contact form: Allows you to use the badge scanner (mentioned above) in the shopping cart to auto-fill registrants information.
...
Post Registration Actions
Automatic actions: Specifies the actions that occur automatically after a ticket is purchased. These actions may include:
No automatic action: Not performing any action
Automatically check in: Automatically checking in a registrant
Automatically print badge: Automatically print the registrant's badge
Automatically check in and print badge: Both automatically check in the registrant and print their badge.
...
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:
...
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.
...
The 'Check in and print badge' option allows both checking in and printing the registrant's badge. Two buttons will be displayed: one for manually checking in the registrant and another for printing the badge, as shown:
...
| Info |
|---|
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'. |
Kiosk Mode Settings:
Kiosk mode settings allow you to controlKiosk Modemode's permissions and functionality.
Welcome Screen - : Allows users to select between Scanner, Search field, or Both to perform event actions (such as check-ins an and check-outs).
Foe For example, If only Scanner is selected, a user will only be able to use the scanner to check-in attendees.
...
Passcode - : The passcode used to enter/exit the kiosk mode, a kiosk mode is set per device, so each device can have their 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.Registration Action - 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.
...
To make any changes to the information before printing, click on 'Edit Badge'.
...
Registration Action: These actions occur following a registration, with four available choices:
No action: Simply completes the registration without any further steps.
Auto check-in: Automatically marks the user as checked in upon registration.
Auto print badge: Automatically prints a badge for the user once they are registered.
Auto print and check-in: Automatically prints a badge for the user and marks them as checked in upon registration.
Show camera switch button - : This option controls the visibility of the camera switch button on the scan screen, allowing users to toggle between the front and back cameras.
Kiosk default camera - : Determines which camera, front or back, is automatically activated as the default option when the scan screen is accessed in kiosk mode.
...
There are two 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.
About: This section displays the event information such as the location, date, no. of registrants, About section, and a gallery.
...
Tickets
Here you’ll see the available tickets for the event that are not restricted to the online directory only.
Organizers can sell tickets using this option and people can also register themselves if kiosk mode is enabled.
Here you can also view ticket details such as the cost, remaining count, linked add-ons and activities, etc.
There are three sub-sections:
Available - : Displays only the tickets that are currently available for purchase.
...
Unavailable - : Displays the tickets that are no longer available for purchase
...
All - : Displays all the created tickets for the event whether they are available or unavailable for purchase.
...
| Info |
|---|
To ensure security, the cash payment option is only available to users who have the Collect Cash Staff-enabled cash payment enabled in their Security profile. |
...
Once the cash payment is complete, the registrant receives an email with the receipt including the price, order number, the ticket types, and their prices. Below are two examples of the payment receipt that the registrant receives.
...
Authorize.net Payment Receipt Example
...
| Info |
|---|
If the payment gateway is Stripe, a PDF copy of the receipt |
...
will be attached to the email. |
Carts
Click on the top right cart icon to view items in your shopping cart.
...
Modify your order by either editing or removing any ticket as needed.
For emptying To empty the shopping cart entirely, Click on Remove All.
...
Add-ons and activities are the services you offer in your event. This option allows you to buy items such as parking, drinks, etc.
...
Activities & Add-ons Details
...
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.
...
Purchasing Activities and Add-ons
To purchase activities and add-ons, click on the More Items button, go the to the Activities or Add-Ons tab, choose the desired activities and add-ons, link them with the attendees, and then move forward to the check-out process.
...
Afterward, you can either scan the badge or search for the registrant by clicking on the Search Event Registrants button.
...
Lookup
You can find a registrant by utilizing the Lookup feature, which allows you to scan their badge for identification.
...
The total count of registrants for the event, which in this example is 71.
The information about absent registrants and those who checked in or checked out.
The status of each registrant is indicated by a small label at on the right side that would be either absent, checked in, or checked out.
This list is alphabetically sorted and the time of registration (purchasing ticket) is shown by a timestamp at the bottom left of each row e.g. 1 month ago etc.
...
If they’re already checked in, you can also check them out or undo their checked-in status.
...
The ‘Undo Check-In' button will revert their status to what it was before, either 'Absent' or 'Checked out'.
...
| Info |
|---|
Note: The Check-In, Check-Out, and the Undo Check-In actions can also be performed from the registrant's tab. |
...
You can put the device in kiosk mode using this option for self-service. This is especially useful where when the event organizer is not available to perform tasks such as purchasing tickets, checking in, checking out, verifying tickets, etc.
When kiosk mode is enabled, attendees can perform these tasks themselves using the device.
...
Next, you’ll see the 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.
...
Your selected options will appear in kiosk mode like this:
...
Kiosk Mode Check-Out
To check - out of the event, click on Start Check-Out, and thenscan the badge or search for the registrant.
...
Kiosk Mode Tickets
...
Lookup
To verify a registrant, click on Verify Lookup, and then scan the badge or search for the registrant.
...
To purchase tickets, click on Purchase Tickets, choose the desired tickets, enter you your information, and then proceed to check-out.
...
The users should have the Collect Cash payment in Kiosk Mode Self-service cash payment allowed in their security profile.
...
The Self-Service Cash Payments setting is enabled in the Event Builder from Settings > General > Cash Payment.
...
Cash payment will be displayed after enabling purchasing in the Kiosk mode setup as shown:
...
Manage guests in Kiosk Mode
...