Event Day Check-In is the CRM with the Table Settings Context pre-selected to Check In, a custom view of the CRM table with important event participant information. The Event Day Check-In feature allows for a digital check in of participants on event day or at bib pickup, eliminating the need for paper lists.
Example CRM with the Check In Context Pre-Selected
After filtering the CRM by the event, the CRM can be reformatted into Event Day Check-In by selecting "Check-In" in Table Settings.
How to Check In a Participant
1
Search Participant
Search a participant by their first name, last name, bib number, confirmation number, email address, etc.
Example Search for Race Day Check-In
2
Click Check In Action
Click the Check In button under the Actions column
3
Review Participant Information
Before checking in a participant, see important participant information including:
Bib Number: This will be visible if already assigned through Bib Assignment. Otherwise, this can be assigned in the Check-In drawer.
Waivers: These are all of the waivers that the participant has (or has yet to) sign.
Custom Questions: These show responses to custom questions.
Merchandise: This section shows all of the merchandise purchased by the participant.
4
Confirm Check-In
Click the Confirm Check-In button to check in the participant.
5
See Participant Checked In
The value under the Checked In? column will turn from ❌ to ✅
Check-In Tips
Athlete Search
Search by Name, Email, or Confirmation Number. Watch out for typos or alternative spellings! If searching by name, try partial searches with last name only.
Example Search for Race Day Check-In
Scan QR Code
This will quickly pull up a participant by their Confirmation Number. See the Scan QR to learn more.
Merchandise Post-Registration
To see merchandise purchased by participants after registration, search by name or email address. There will be separate merchandise order line items in the CRM.
Additional Considerations
Undo a Check-In
To undo a check in, click the Check In button under the Actions column in the table to open the Check In drawer. Then click the Undo Check-In button to reverse the check in.
Updating Participant Information
To update a participant's information for corrections like name or gender identity, change the Context in Table Settings from Check-In to Default and select the View/Edit option from the three dots dropdown under the Actions column.
Update information as needed, and click the Save button to confirm the change.
Change a Participant to a Different Sub-Event
To change the sub-event for a participant, change the Context in Table Settings from Check-In to Default and select the Transfer option from the three dots dropdown under the Actions column.
In the drawer on the right-hand side of the screen, select "Transfer [name] to another event/sub-event."
Select the event and sub-event, and click Transfer to confirm the change.
Check In Event Participants for Multi-Participant Sub-Events
For checking in multi-participant sub-events, check in and assign the bib number to one of the participants.
Check In a Participant with a Duplicate Bib Number
The same bib number cannot be assigned to multiple participants (ex. there is an elite field for men, women, and nonbinary athletes, and multiple participants need to be assigned with bib numbers 1-20). See below for a recommended workaround of going by the chip number for duplicate physical bib numbers. For example:
