Let attendees find their registration, check in and print their own name badge at a self-service kiosk.

Applies to: Events App V4; CRM-connected events

Overview

Kiosk Mode turns a device at your venue into a locked-down check-in station. Attendees search for themselves by name or email, correct their badge details if needed, check in and print their badge without help from staff. Walk-ins can register themselves. The kiosk keeps working if the venue’s internet connection drops.

Before you start

• Your site uses Events App V4. See Events Module: Connecting your CRM and choosing an app version.

• The event is connected to your CRM.

• A printer is connected to the kiosk device’s browser.

• You know the event’s management password. You need it to exit Kiosk Mode.

Turn on Kiosk Mode

1. Open the event’s Event Configuration page.

2. Tick Enable Kiosk mode.

3. Save your changes.

Set up the kiosk homepage

There’s nothing extra to configure. The kiosk homepage uses the logo and header colour you’ve already set for the Events Module on the Event Configuration page. If you change them, the kiosk updates to match. The homepage also shows fixed instructions telling attendees to search for their name.

Use Kiosk Mode

Start the kiosk

1. While the event is live, open the Events Module on the kiosk device.

2. Tap Kiosk mode in the Events App footer.

The kiosk search screen opens.

Find a registration

1. The attendee types their first name, last name, full name or email address into the search field.

2. The attendee taps their name in the list of matching results under We found you.

If the search matches more than one attendee with the same or a similar name, the kiosk shows a Multiple matches found message asking the attendee to enter their full email address. The attendee taps OK and searches again using their email address. This stops them checking in as someone else.

Register a walk-in

If no match is found, the kiosk shows a Register new attendee option. The attendee enters their details, including their job title.

Edit badge details

The badge preview shows the attendee’s name, job title, company and role. The attendee can change their name, job title and company.

1. The attendee taps Edit badge, or taps the name, job title or company field directly.

2. The attendee corrects the details.

Long names, double-barrelled names and non-English characters are supported. Edits apply to this event only.

Check in and print a badge

1. The attendee reviews their badge preview.

2. The attendee taps the check-in and print button.

3. The browser’s print dialog opens. The badge prints to the printer connected to the device.

After check-in, the badge is locked against further edits. If the attendee searches for their name again, the kiosk shows “You’re already checked in” above their badge preview, and the check-in button changes to Done.

Review badge edits after the event

1. On the Attendee Listing page, look for an orange exclamation mark next to an attendee’s name or job title. It shows that the attendee changed that field on their badge.

2. To list only those attendees, select the badge edits count in the summary above the list, for example 2 badge edits. To see everyone again, select × next to Active filter.

To compare each attendee’s CRM details with their badge, select Show badge columns. The Badge: First Name, Badge: Last Name, Badge: Job Title and Badge: Company columns show what’s on the badge, and values the attendee edited are shown in blue. Update your CRM manually with any corrections you want to keep.

Use the kiosk offline

If the device loses its connection, an Offline notice banner appears at the top of the screen and the status indicator at the bottom changes to Offline. Search, check-in, badge edits and badge printing keep working using the attendee data stored on the device. Changes sync automatically when the connection returns. While changes are waiting, the Attendee Listing page shows an Items To Be Synced count.

Exit Kiosk Mode

Click Exit (bottom right of the screen) and then enter the event’s management password to return to the Attendee Listing. You can’t exit Kiosk Mode while the device is offline. If you try, the kiosk shows a network error. Exit once the connection returns.

What syncs back

Good to know

• Badge edits are stored on the kiosk device for the current event only. They’re cleared when the event ends.

• Badge edits aren’t written back to your CRM. Use the badge edits filter on the Attendee Listing page to reconcile them after the event.

• The kiosk homepage uses your existing Events Module logo and header colour. You can’t set a separate kiosk title.