Getting Started

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 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

The EventGen app requires

EventGen Login Screen

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

Open

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 set up 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:

Open

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 the server.

• 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 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.

• 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:

Camera Settings

• Staff camera mode: Specifies the default camera to be used in staff mode, which can be set to either the front or back camera.

• Kiosk camera mode: Specifies the default camera to be used in kiosk mode, which can be set to either the front or back camera.

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 and check-outs).
  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 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.

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.

Event Options

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

There are 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.

• Actions: This section displays check-in actions, including the event, sessions, and extras check-ins. It also enables add-on redemption and includes buttons for kiosk mode and event statistics.

• 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.

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 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, 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

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.

To empty the shopping cart entirely, Click on Remove All.

Sessions

To purchase sessions, click the Sessions button, select the desired sessions, link them to the attendees, and then move forward to the checkout process.

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

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

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.

Add-ons

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.

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 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.

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.

Packages

To purchase packages, click on the Extras button, click on the Packages tab, choose the intended package, and add it to the cart for purchase.

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 the Start 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 Actions tab, choose the Check in to a session option, and then select the intended session.

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 an activity or add-on, 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 Manage tab and click on the View 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.

A confirmation of 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.

Registrants

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

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 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.

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 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.

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 two widgets:

1. Event Management

2. Session Management

If there are no sessions associated with the event, the 'Session Management' widget will not be displayed.

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.

Your selected options will appear in kiosk mode like this:

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.

Kiosk Mode Event 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 Lookup

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

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.

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.

They can then:

• Purchase tickets, activities, or add-ons for their guests.

• Check their guests in or out.

• Print badges for their guests.

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.

Once you select the intended options, you will be directed to choose the intended session or sessions as shown:

Once the intended session or sessions are selected, a screen will be displayed with the session or sessions for the attendee to choose from.

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.

Scan the badge or manually search for the attendee's name by clicking the 'Check In Manually' button.

A Successful checked-in screen will be displayed as shown:

Session Check-out

To check out of a session, click on the 'Check Out' button.

Scan the badge or manually search for the attendee's name by clicking the 'Check Out Manually' button.

A Successful checked-out screen will be displayed as shown:

Session Access Verification

To verify having access to a session click on the 'Verify Access' button.

Scan the badge or manually search for the attendee's name by clicking the 'Capture Your Ticket Manually' button.

For badge scanning:

• If the attendee is registered for the session, a confirmation message will be displayed.

• If the attendee is not registered for the session, an error message will be displayed.

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.

• If the attendee does not have access to a session, no results will be displayed.

Session Registration

To register for a session, click on the 'Register For This Session' button.

Scan the badge or manually search for the attendee's name by clicking the 'Capture Your Ticket Manually' button.

Confirm your choice and information then click on 'Proceed to check out'.

Enter your card details and click on 'Check Out'.

A successful registration screen will be displayed.

Cash Payment in Kiosk Mode

To allow cash payments in kiosk mode, two requirements:

1. Users should have the Self-service cash payment enabled in their security profile.

2. The Self-Service Cash Payments setting is enabled in the Event Builder from Settings > General > Cash Payment.

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.

• The cash payment option in the ‘Session Management’ setup.

Exit Kiosk Mode

To exit the kiosk mode, click on the Exit Kiosk option at the top left corner, you will be prompted to enter the passcode to complete the exit process as shown:

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.