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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. See Managing Assisted Check-in Add People Fields for Templates for instructions on setting defaults for visitors who are unaccompanied.

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.

 

Additional Field Information

Express Check In/Out Add People Options

The following options are available for collecting the information of visitors during check-in. Selecting an option does not mean that it is required during check-in, only that the option to add the information displays.


First and Last Name

Collecting the first and last name of visitors is required. This option cannot be cleared.

Title
Selecting this displays the option to enter visitors’ titles. For example, Mr., Ms., or Dr.

Suffix
Displays the option to enter visitors’ suffixes. For example, II or III.

Date of Birth
Displays the option to enter visitors’ dates of birth. Many organization clear this option to speed up the adding people process, since it is not needed to contact visitors.

Gender
Displays the option to enter visitors’ genders.

E-mail Address
Displays the option to enter visitors' e-mail addresses. To enter an e-mail address at self check-in, the check-in stations must include a full keyboard. E-mail addresses cannot be entered using only a touchscreen.

Phone Number
Displays the option to enter visitors’ phone numbers. This can be useful information to collect, since it helps you follow up with the visitor later.

Phone Listed
Displays the option to enter visitors’ phone numbers as listed or unlisted.

Family Position
Displays the option to enter the family position of visitors. If this option is unavailable, or you fail to enter the family position when adding the visitor, the position of child is automatically entered for the visitor.

Address
Displays the option to enter visitors' addresses. To enter an address at self check-in, the check-in stations must include a full keyboard. Addresses cannot be entered using only a touchscreen.