The EventGen mobile app is used by the event organizers on location to perform tasks such as:

• Sell Tickets

• Scan tickets to verify registration

• Check-in

• Check-out

• Redeem

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.

EventGen Login Screen

You’ll see this login screen once you download and open the app:

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 for testing.

EventGen Homepage

Once you’re logged in, you’ll see the events page that shows all of your upcoming events and past events:

EventGen App Settings

Click on the three bars at the top left of the screen to access the app menu:

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.

• 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 server.

• Payment Devices - Shows a list of any connected payment devices.

• Printers - Shows a list of any connected printers.

• Scanners - Shows a list of any connected scanners.

• Enable printer cutter - This feature activates the built-in cutter on printers, allowing them to automatically trim badges once they are printed.

• Restricted 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.
  When turned on, a user will need internet connection to use the app.

• 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.

Kiosk Mode Settings:

Kiosk mode settings allow you to control Kiosk 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 an check-outs).
  Foe 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 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 - 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.

Event Options

Now back to the Events Page, if you click on the event the following options will appear:

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 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.

ULC Forms as Registration Forms

You can create ULC template to be used as a registration form on the mobile app, from the Event designer, navigate to Events > Managed > Registration forms, click New, enter the information of the template, and then click Continue.

While creating a ticket or editing an existing one from the Event Designer, scroll down to Advanced Settings > Forms, choose Advanced from Form Type, choose the template from the Mobile app registration form dropdown, and then click Save.

To buy a ticket, just click on the ticket and enter the required details to proceed to check-out.

From here, you can also add a new ticket, edit or delete existing ones from your cart.

Discount Codes

To display discount codes in the mobile app, navigate to the Settings tab in the Event Designer, then scroll down to Discount code, and tick the box labeled Display in mobile app.

The discount codes will appear on the check-out page as shown:

If the discount code is expired or not valid(does not exist), an error message will be displayed as shown:

Cash Payment

Cash payment is a feature enabling ticket purchases in cash at the event.

To enable this for the mobile app, navigate to the Settings tab in the Event Designer, scroll down to Cash payment, and click on the Allow cash payments on mobile app checkbox.

From the mobile app, proceed to check-out. Then click on Change below the Check-Out Method and choose Cash.

There is an option to set a numeric-only passcode for the event, such as 237643, which all users must use for verification after choosing Cash to take a payment.

Cash Payment Receipt

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.

Stripe Payment Receipt Example

Authorize.net Payment Receipt Example

A PDF version of the receipt available for downloading is attached with the email if the payment gateway is Stripe.

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 the shopping cart entirely, Click on Remove All.

Sessions

To purchase sessions, click on the Sessions button, choose the desired sessions, link them with the attendees, and then move forward to the check-out process.

You can refine the displayed information by applying filters such as session date, category, speaker, and sponsor to focus on more specific details.

More Items

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.

Activities & Add-ons Details

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

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.

Registrants

Displays all the registrants for that particular activity or add-on.

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.

Click on the Activity History Log button to display the logs of the activity or add-on.
Initially, the history log presents a complete record of the activity or add-on. However, you can refine the displayed information to focus on more specific details by applying filters such as:

• 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 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.

Packages

To purchase packages, click on the More Items button, then click on the packages tab.

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 Scanning button.

You have the option to search for a particular session, activity, or add-on.

Event Check-In, Check -Out, or Verification

Click on the Events button. The below screen will be displayed:

You can scan the registrant’s badge or search for a specific registrant by clicking on the Search Event Registrant button.

Use the three sub-tabs at the top to Check-In, Verify, or Check-Out.

You can also adjust the scanner settings by clicking the 3 dots at the top:

You can set the auto-dismiss timer as well as change the Layout.

If you are verifying tickets, this is how valid and invalid tickets will appear in the app:

Activity Check-In, Check-Out, or Verification

Click on the Activity button and choose the intended activity.

You have the option to filter the activities either by date or category as shown:

Afterward, you can either scan the badge or search for the registrant by clicking on the Search Activity Registrants button.

Add-On Redeem, discard, or Verification

Click on the Add-On button and choose the intended add-on.

You have the option to filter the add-ons either by date or category as shown:

Afterward, you can either scan the badge or search for the registrant by clicking on the Search Add-On Registrants button.

Session Check-In, Check-Out, or Verification

Click on the Session button and choose the intended session.

You have the option to filter the sessions either by date, category, Speaker, or sponsor as shown:

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.

Latest scan

Provides a presentation of the latest scans carried out on sessions, activities, or add-ons, along with details about their respective types and names.

Session Check-In

To check an attendee into a session, click on the Sessions Check-In button and then select the session you would like to check them into.

Then scan the session’s ticket or search for the attendee by clicking on the Search Event Registrants button.

Activities and Add-Ons Check-In

To check a registrant into a , navigate to the Registrants tab of that activity or add on and click on the registrant’s name.

Then click on the Check-In button.

An alternative way to check a registrant into an activity or add-on involves several steps:

• Navigate to the event's page and click on the 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.

A confirmation of Checked-In will be displayed, signifying that the check-in process was completed successfully.

Registrants

You can view a complete list of all registrants on the Registrants page.

This section shows a list of all the people who have bought tickets for the event.

On this page, you’ll see:

• 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 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.

You can also return to the Home screen or access the Sessions, Add-Ons(Extras), and Summary options from the menu bar at the bottom.

Clicking on a specific registrant in the list will open up their profile page as follows:

From here, you can see information about the registrant such as:

• The type of ticket they have purchased. To alter the ticket type, simply click the 'Change' button.

• The attendee’s Badge ID or Barcode.

• The number of printed badges.

• Registration source whether online or onsite.

• Registration date and time.

• Check-in date and time.

• Check-out date and time.

• 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.

• 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:

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'.

If they’re checked out, you can also mark them as checked in from here.

Kiosk Mode

You can put the device in kiosk mode using this option for self service. This is especially useful where 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.

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.

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 -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.

Kiosk Mode Check-Out

To check-out of the event, click on Start Check-Out, and then scan the badge or search for the registrant.

Kiosk Mode Tickets Verification

To verify a registrant, click on Verify, and then scan the badge or search for the registrant.

Purchasing Tickets in Kiosk Mode

To purchase tickets, click on Purchase Tickets, choose the desired tickets, enter you information, and then proceed to check-out.

Cash Payment in Kiosk Mode

To allow cash payments in kiosk mode, two requirements:

1. The users should have the Self-service cash payment allowed in their security profile.

2. 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

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.

They can then:
- Purchase tickets, activities, or addons for their guests.
- Check their guests in or out.
- Print badges for their guests.

Exit Kiosk Mode

To exit the kiosk mode, click on the Exit Kiosk option at the top left side, which will ask for the passcode to exit the kiosk mode:

Review Statistics

Displays all of the event statistics and attendee activities, including the Event History Log, Event Statistics, Ticket Type Statistics, and Activities Statistics.

Event History Log

Displays all of the actions taken on the event , including ticket purchases, check-ins, check-outs, etc.

You can refine the displayed information by applying filters such as source, ticket type, action, and date to focus on more specific details.

Event Statistics

This section provides a summary of your event's statistics. For instance, it indicates that there are 54 registrants in total, with 22 absentees and 32 attendees.

 Ticket Type Statistics

This section allows you to see statistics segmented by ticket types, covering all the standard tickets for the event. For instance, it reveals that out of 18 people who bought the Standard ticket, 14 attended and 4 were absent.

Sessions Statistics

This section displays the statistics for different activities. For instance, the Coral reefs session shows that out of the 3 people who bought the ticket, 0 attended and 3 were absent.

Activities Statistics

This section displays the statistics for different activities. For instance, the Lounging activity shows that out of 16 people who bought the ticket, 2 attended and 14 were absent.