Touchpoint Software Documentation | Organization Settings for Check-In

Organization Settings for Check-In

Whether you use TouchPoint Check-In for PCs or Mobile TouchPoint Check-in, before you go live, you will need to get your organizations ready.

Important

In order for Check-In to function at all, Allow Self-Check-In must be selected, and the organization must have a weekly Schedule, or you must create the meetings ahead of time.

In addition to those mentioned above, there are other settings that you relate to Check-In. Go to the Settings > Attendance tab on each organization and adjust the following settings as needed.

Assign a Schedule (Required, unless you create the meeting ahead of time)

In order for an organization to display in Check-In, it must have either a Weekly Schedule or you must create the meeting beforehand.

Allow Self-Check-In (Required)

Check this box in order for the organization meeting to display for Check-In. This can also be edited on Organizations > Search/Manage. Click where you see no and change it yes in the Self-Check-In column, then click the blue Check-Mark.

Suspend Check-In
This checkbox is used to remove a class from the first screen that displays when searching for a class for a guest during Check-In. However, the class will still display (by design) if you press the Magic Button (or are in Administration Mode).
Class Filled

Unlike the other Check-In settings, this box is on the Registration > Registration tab, not the Attendance tab. If it is checked for an organization set up for Check-In, that organization will not display when you search for a class for guests to visit, even if you press the Magic Button (or are in Administration Mode).

Note

Any guest who visited recently enough to still have their name printed on the roll sheet (that is, they visited within the Roll Sheet Guest Weeks) will be able to check in, just like members can. So this checkbox can be used for classes that are too full to allow any more new guests.

Allow Non-Campus Check-In

Check this box if you want the orgs meetings to display as available for Check-In to anybody regardless of the campus where they are checking in. It will use the Start and End Birthdates (if you use those), and will display only for those that fit the age criteria. The meeting will actually display beside the name of everyone (that fits the age range) on the family list, regardless of whether they are a member of that org or a recent guest. It is designed to make it very easy for someone to check in without having to use the Magic Button, select Visit a Class, and then select the class. This works best if the org does not have a Campus designated. This will allow the org to show up in the pick list for someone that does not fit the normal age requirements, yet you want to allow them to check in. Allow Self Check-In must also be selected on the org.

Use Case for Non-Campus Check-In

This is not the normal way you want to set up Check-In. It is designed for a very specific use case.

Example: A church-wide work day on a Saturday. Using this method, you are able to keep everyone enrolled in the same organization (or actually make several organizations available), while allowing people to check in at the Campus where they will work. Also, anyone not already enrolled can easily check themselves in as a guest.

When using this you would create the meeting ahead of time, not assign a Schedule.

Caution

You would NOT want to use this for a meeting that will happen on a Sunday morning or any other time that you have a lot of classes for people to check into, as it will be confusing for all those checking in for your normal classes.

See also

Campus

No security label Required
Check this box if you do not need a security label. Even if this box is not checked, security labels do not print for adults.
Number of Check-In Labels
Enter a whole number for the number of child labels you want to print for each class member. Some of the classes for younger children like having an extra label to affix to a diaper bag.
Number of Worker Check-In Labels
Enter a whole number for the number of labels you want to print for each leader in the class.
First Meeting Date

If this is an ongoing organization for which you promote members, you can enter the date for promotion to reset the list of guests.

Important

When testing Check-In, be sure that the first meeting date is not a future date. It must to be the current date or earlier.

Roll Sheet Guest Weeks

Enter the number of weeks that you want guests to remain associated with a class for Check-In and to print on the roll sheet. This will be the number of weeks after their last visit. The default is 3 weeks if nothing is entered.

See also

The FAQs in Printing Roll Sheets

Start and End Birthday

These dates determine which organizations are displayed in Check-In for guests who are looking for a class to visit, so that the appropriate class for their age is displayed.

These dates can also be edited on Organizations > Search/Manage. Just click on date (or where you see na) to display the calendar. Select the date and click the blue Check-Mark.

Tip

You can download this Excel Spreadsheet to help you calculate the birth dates. Click the image below to see what it looks like.

http://i.tpsdb.com/2014-08-12_15-45-40.png

Calculate Birth Date Ranges Screenshot

Location
On Settings > General tab is a field for Location. Enter the room number for the class in that field, so that it will display on the labels. This is especially important for the guest labels that the parents keep, so they will know the room number for their child.
Time Zone Setting

If your church is not in the Central Time zone, you will want your System Admin to add the TZOffset setting in Administration > Setup > Settings. This will compensate for the time difference between the TouchPoint servers (Central Time) and your time zone.

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