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In both assisted and self check-in, users can add new people to ACS as they check in. Use Checkpoint defaults to control what information is automatically entered for these new people.

For example, you may want all new people added through Checkpoint to be automatically entered as receiving a newsletter by e-mail. In this case, you would select Default Newsletter as either Individual or Family and Default Deliver By as E-mail.

You can't change these defaults for specific sessions or templates, and your selections immediately apply to all sessions and templates. However, changing these defaults does not alter any people records, including records initially added through Checkpoint.

The settings can be the same as or different than your defaults in People. However, if you assign Record Types to Member Statuses in People setup, these are used when adding new people through Checkpoint.

 To manage the default information of new people
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Checkpoint and click Go.
  3. In the left pane, click Add People Defaults.
  4. Under People Defaults, select the default information of new people added through Checkpoint.
  5. Click Apply to save your changes.
Additional Field Information


Default Member Status
Choose which Member Status to automatically assign to new people.

Default Record Type
Choose which Record Type to automatically assign to people. If you assigned Record Types to Member Statuses in People setup, these are used when adding new people through Checkpoint.

Default Newsletter
Choose whether new people automatically receive a newsletter from your organization or not. Choose whether they receive an individual or family newsletter.

Default Deliver By
If new people are to receive a newsletter from your organization, choose how the newsletter is delivered by default.