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Members bring new people to events, classes, and worship services all the time. You can use Checkpoint to add visitors' contact information to your ACS dataset.

Depending on how rushed your check-in period is, you may want to request more or less information from visitors. Select which information fields display in Checkpoint to control how much and what information is collected from visitors. If visitors are accompanied by a member, then the member can add the visitor at self check-in. These instructions detail how to manage fields for templates and self check-in stations.

Add People

New people can be added as members of a family already entered in your ACS dataset or as a brand new family in your ACS dataset. These fields display for people entered in both ways.

 

 To manage information collected from visitors at self check-in
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Templates, then click Go.
  3. Select the template and click Edit.
  4. In the left pane, click Add People Defaults.
  5. Under Express Check In/Out Add People Options, select the information that you want to be collected. See the Additional Field Information for more on each option.
  6. Click Apply to save your changes.

Template Colors

Customize the look of your check-in stations by managing the self check-in color scheme. You can use the global color scheme designated in Checkpoint setup, or you can customize the color scheme for a specific template.

 

 To manage self check-in default colors for a template
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Templates and click Go.
  3. Select the template and click Edit.
  4. In the left pane, click Check In/Out Colors.
  5. Clear Use Colors from Checkpoint Setup.
  6. Beside Header, click Select.
  7. Select the color for the header, or click Define Custom Colors to design a new color.
  8. Repeat these steps for Borders and Background. The colors preview in the window so you can see how they look together.
  9. When finished, click Apply to save your changes.

Preset color schemes

Select preset color schemes by clicking Select Default Color Scheme. Preset colors schemes are available in shades of blue, red, purple, green, or yellow. Additional Checkpoint color and image themes are available for download in the Client Portal.

Template Images

In templates, you can use the default self check-in image from Checkpoint Setup. Or, you can apply a different image to templates.

Image size suggestion

Because the keyboard area takes up the right side of the check-in window, it is usually best that the image occupies only the left side of the window.

 To manage a template self check-in image
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint Templates and click Go.
  3. Select the template and click Edit.
  4. In the left pane, click Check In/Out Colors.
  5. Under Express Check In/Out Global Image, clear Use Image from Checkpoint Setup.
  6. Click Browse.
  7. In the window, navigate to and select the image, then click Open.
  8. To preview how the image will appear at check-in stations, click Preview.
  9. Click Apply to save your changes.