There are multiple ways to help your ticket purchasers get their ticket holder information into the system, prior to your event. The more people who are already correctly in the system, the quicker people will get through the check-in process.
Self-Checkin Option
This feature found in Components > Tickets > Setup tab, allows you to send an email to all ticket holders asking them to "Check-in". Check the box next to Self-Checkin to activate the feature and enter a date when you'd like ticket holders to begin receiving this email request. As of that date, all current ticket holders will receive the email and future ticket holders will automatically be sent the email.
Example of Self Check-in email.
The CHECKIN button you see in the email above links the user to their "My Tickets" page. This can also be accessed via the upper right menu. This link is only visible to users who are ticket holders.
Example of a My Tickets page.
1. Credit Card Required. When a credit card is required to participate, and the user has a ticket but no credit card yet on file, they will see this button where they can add their credit card information.
NOTE: If no credit card is required but the Self-Checkin feature is activated, users will automatically be checked-in if they only have (1) ticket assigned to their account.
2. Edit Ticket. The user can click Edit Info to open the ticket information and change the ticket holder name and email address.
NOTE: In order to Check-in, the user may not have more than (2) tickets assigned to their own email address and no more than (1) ticket in their own name. This allows for couples who plan to use the same CausePilot account.
3. Check-in. The Check-in button will only turn a color, and be clickable, when the tickets have been assigned and, if required, a credit card has been entered.
4 . New User Assigned to a Ticket. When a ticket holder has been changed, with a new email address, they will receive (2) emails.
Email: A ticket has been purchased for you.
Email: Create your password.
5. New Ticket Holder Creates an Account. When they click on Create a Password, they will be taken to a page to enter a password for their account and then will automatically be on your flight's landing page, logged in, and ready to participate.
6. Notification to Complete Profile. Once they are logged in and on the landing page, they will see a notification that asks them to "Please complete their profile." We don't require this but encourage it, as a mobile number is required to get text messages. However, if no mobile number is in the system, the user will automatically receive all automated messages by email.
This notification will appear until the user completes their profile.
7. Check-in at the Door. When guests arrive, you will find ticket purchasers and their ticket holders in your Tickets table (Components > Tickets > Tickets tab). When there are a group of tickets, click "Show Tickets" to open all tickets under a purchaser.
There you can click the Check-in button, if the user is checking in for the first time. If a credit card is required, this will allow you to add a credit card for the user, if necessary, or mark that no credit card is required for this particular ticket holder to participate. Once complete a time-stamp will be added and a confirmation email sent to the ticket holder. The confirmation email will assist them, once again in getting logged in and access to the flight.
If the button says "Self-Checkin" you know that the user has completed all of their tasks on their own. They have a credit card in the system and all of their tickets have been assigned. You can check them in and the time stamp will be added and email sent.
