Inviting Guests To Self Check-In

In this article, you'll learn how to send ticketed guests an Invitation to Self Check-In.

Once the Self Check-In feature is enabled and settings configured, you can:

Select which ticketed guests to invite
Send the Invitation
Monitor Check-In progress from the Tickets page
Resend invitations (as needed)

The invitation contains a personal link that, when tapped, takes guests to a Check-In screen, where they can;

Edit their information
Opt in to text notifications
Choose an Online Bidding Handle (if applicable)
Store a credit card

Note: Self Check-In does not automatically grant access to your Online/Mobile Catalog.

However, Plus and Professional subscribers can enable a setting that adds a Start Bidding button to the Self Check-In Confirmation screen. Once guests complete Self Check-In, they can tap the button to go directly to your Online/Mobile Catalog and begin bidding.

You can enable this feature from either of the following locations:

Go to Site Settings > Events > Gala Auction > Self Check-In Settings > Check the box next to "Direct Guests to Online/Mobile Catalog after Self Check-In" > Click Save.
Go to Site Settings > Events > Online Auction/Mobile Bidding > Invitations > Check the box next to "Direct Guests to Online/Mobile Catalog after Self Check-In" > Click Save.

To Select and Invite Ticket Holders to Self Check-In:

To Send the Self Check-In Invitation to Ticketed Guests:

Go to the Tickets page.
Select the guests you’d like to send the invitation to by checking the box next to their names.
Click the Bulk Action button.
Select Email Selected Users.
Click Send Invitation to Self Check-In.

To Monitor Check-In Progress on Ticket page:

To Monitor Check-In Progress:

Go to the Tickets page
Click the Show All button
Use the All Guests filter dropdown menu to select Checked-In -or- Did Not Check-In.

To Add Data Columns to View (if they not displayed):

Go to the Tickets page
Click the Customize button
Check the box next to Check-In, Self Check-In Sent, and Card Stored
Click Save Changes.

Adding these columns lets you see whether check-in was completed, whether the Self Check-In invitation was sent, and whether a card was stored for future purchases.

You can resend invitations as needed. Each time an invitation is sent, the corresponding timestamp will display for reference.

Note: Stored cards are tied to a User account - so couples sharing a bidder number may display only one stored credit card, but it will be available for all orders created for their bidder number.