Print-on-demand Badges

Table of Contents

Creating a Check In App on Eventfinity

How to Download the Check In App

How to Print a Badge

How to Set Up Check In App (Staff Side)

How to Set Up Check In App (Attendee Side)

Printer Settings

Troubleshooting

Creating a Check In App on Eventfinity

1. Navigate to the Badging Tab within the top menu of the Eventfinity Admin Panel

2. Under Check-In in the left-hand menu, select Styling

3. Under New Check-in Style enter a name in the Name: field and select the green Create Checkin Style button

   1. Graphics

      1. Here you can edit the splash screen and banner graphics that appear in the kiosk version (attendee facing) of the app.

   2. Check in Styling

      1. Edit the colors of the buttons and button text throughout the app.

      2. Check-boxes:

         1. Edit Button

            1. Enables Attendees to edit applicable fields

         2. Checkin Button

            1. Enables the Check In Button

         3. Cancel Checkin Button

            1. Enables the “Check Out” button for users (not in Kiosk mode)

         4. Quick Checkin Button

            1. Allows users to login attendees from the directory screen (replaces the “Details” button)

         5. Allow Tag Association

            1. Enables the “Connect Beacon” which allows users to pair bluetooth beacons to the attendee in question

         6. Enable Printing from Kiosk

            1. Allows attendees to print their badge after checking in through Kiosk Mode

         7. Show “Proceed to Station” Message

            1. Displays a message after check in that instructs attendees to proceed to a specific location afterwards

      3. Kiosk Idle State Auto Dismiss Timer

         1. This slider controls the amount of time the application waits for user input before going idle (returns to splash screen initial splash screen)

   3. Data Management - Detail Fields

      1. These detail fields are populated from the information within the attendee fields. The “Attributes” section allows you to configure these fields further:

         1. Editable: Determines whether this field is editable

         2. Show in Kiosk:  Determines whether this field appears in Kiosk mode within the detailed view of an Attendee

         3. Required Value: Determines whether the field must contain content before the attendee can be checked in

         4. Edit in Kiosk: Determines whether attendees can edit this field in Kiosk mode

      2. The Display Label controls what descriptive text will appear above the field

   4. Data Management - Search Table Fields

      1. These are the fields that the users and attendees (in kiosk mode) can use to filter their search within the app

   5. Kiosk Surveys

      1. This section allows you to configure Pre Check-in and Post Check-in Surveys for attendees to complete during registration

   6. Kiosk Terms of Conditions Page Setup

      1. Here you can input all of the content necessary for the Terms of Conditions Page

   7. Attendee Photo

      1. Allows attendees to take a photo during registration

   8. Slack setup for Help Button

      1. Configures a Slack channel to be attached to a “Help” button within the app.

   9. Badge Confirmation Page

      1. This text appears on the preview page for an attendee’s badge after they complete the Check-in process

4. Once you are done filling in the fields, click on the green Update All Checkin Styles button.

   1. Note: Ensure that this style is selected as the Active Style. You can do this by opening the style edit page and clicking on the red  Set as Active Style button at the top of the page

5. Once you open the Eventfinity Check In App and sign in to your account, you will be able to access this Check-In App from the Events List

Styling Your Badge in Eventfinity

1. Navigate to the Badging Tab within the top menu of the Eventfinity Admin Panel

2. Under Badging in the left-hand menu, select Badge Templates

3. Enter a name for your badge template within the New Badge section of the page

4. Select the green Create A Badge button

5. You will be taken to the Badge template editing page

6. In the leftmost dropdown menu, select the badge size (Select ZEBRA for Chairman’s Circle 2019)

7. Print Settings for default Badge

   1. Check-in on print: when badge is printed, the user’s check in status will change to ‘checked_in’ 

   2. Update print status on print: Similar to the above setting, but affects the user’s print status (ie. from not_printed to Printed)

   3. Allow reprinting from Kiosk Mode: Allows attendees to reprint their badge from the Kiosk Mode of the Check-in App

   4. Show Special Services: Displays a message to attendees in Kiosk Mode that triggers based on a conditional set here. Ie. if they were marked as not attending, we will tell them to go to the special services desk. 

8. Zebra 4x3 Template

   1. Here you can edit the attendee info fields that you want to display within a badge. You can also edit their positioning, font, font-size, alignment, etc.

9. Note: Once complete, be sure to click the green Save Template towards the top of the page.

How to Download the Check In App

1. Navigate to the App store on an iPad

2. Search for “Eventfinity Check in”

3. Download the App

4. Once downloaded, log in with your admin password

5. You will then be taken a landing page with an Events List and Printer Setup option.

How to Print a Badge

1. Select the ‘Check-In’ button

2. Search for the attendee’s name and select

3. Review details and select the ‘check-in’ button

4. Badge should print as soon as you select the check-in button

5. Insert badge into the pouch 

How to Set Up Check In App (Staff Side) 

• Set Kiosk Number -- be aware of which kiosk you’re setting up, it will be labeled. 

• Tap “Printer Set-Up”

• Select appropriate Kiosk Printer (match IP address (eg 10.0.1.90) to printer for your Kiosk)

• Tap “Events List” and select your event from the list.

• After badge is sent to print pull the screen DOWN, the attendee’s name will populate at the top.

• Tap their name

• Once you’ve handed them their badge hit “Check In” -- if they have paid this will complete their check in process

How to Set Up Check In App (Attendee Side)

• Set Kiosk Number -- be aware of which kiosk you’re setting up, it will be labeled. 

• Tap “Printer Set-Up”

• Select appropriate Kiosk Printer (match IP address (ie. 10.0.1.90) to printer for your Kiosk)

• Tap “Events List” and select your event from the list.

• Allow event to load

• Tap the White Monitor in the top right corner 

• Set the password as “x” 

• To exit attendee view tap the TOP LEFT Corner of the Check In Screen, enter the password (x). 

Printer Settings

This should already be set since they came from our office but you can double check these settings if it seems to be printing incorrectly

• Settings Menu

  • Darkness - 30

  • Print Speed - 6.0

  • Media Type - Gap/Notch

  • Print Method - Thermal Trans

  • Tear Off  -   1 

  • Print Width -   832

  • Print Mode - Tear Off

  • Label Top - 0

  • Left Position - 0

  • Reprint Mode - Off

  • Label Length Max - 39

  • Language - english

• Tools Menu

  • Power Up Action: No Motion

  • Head Close Action: Feed

• Sensors Menu

  • Sensor Type: Reflective

  • Label Sensor: 51 

  • Take Label : 0 

• After all this is set

  • Go to Tools Menu and select Manual Calibration then press the button under Start

  • This takes some time, when it says printer paused hit the pause button; it should feed through several badges

Troubleshooting

• If the paper / badge stock does not stop at the perforated lines, double check that the paper is inserted properly. The black line should be at the bottom of the badge. Follow the instructions for ‘Feed Direction’ on the stock 

• If you are using colored stock, and the printer appears to be ‘low on ink’ - take some rubbing alcohol wipes and wipe the top of the printer.