Checking in a Guest with Pre-Assigned Bid Numbers + Video
Watch the video for a demo of all Check-In scenarios.
This article shows how to Check-In guests who already have assigned tickets and bid numbers.
Other Check-In Scenarios:
Guest Check-In at Gala:
Go to the Auction Night screen and select the Check-In button to begin the check-in process.
Search for Guest Record:
On the Check-In screen:
- In the Guest field, enter the ticket buyer's name, guest name, or bidder number.
- Select the appropriate user record from the suggested matches.
- Click Continue.
Verify/Enter Guest Information:
Verify Guest Information:
Review and confirm the guest's information, including:
- First Name
- Last Name
- Email Address
- Phone Number
- Any other applicable details
To Link the Guest to Another Guest: Linking guests allows them to share the same bidder number and shopping cart.
Link Guests:
- Enter the guest's name or bidder number In the Link with Another Guest search field.
- Select the appropriate guest from the suggested search results.
Note: The shared bidder number is determined by the first guest who checks in.
Store a Credit Card at Check-In:Volunteers should ask guests whether they would like to securely store a credit card for card-free checkout. This step is optional, but storing a card can significantly speed up the check-out process at the end of the event.
Store a Credit Card:
- Enter the guest's credit card number.
- Enter the card's expiration date.
- Enter the name as it appears on the credit card.
- Click Store Card button.
Once the card has been successfully stored, the card information will be displayed with options to Update or Clear the stored card.
Check-In Confirmation Screen:
The Check-In Confirmation screen displays the guest's bidder details:
- Name
- Bidder/Guest Number
- Ticket Type assigned to the Ticketed Guest
- Ticket Buyer name
- Table
- Seat
- Notes
- Any Add-On items purchased during ticket sales display on this screen.
- A Pay Now button is available on the Check-In Confirmation screen, however, purchases can be paid during Gala Check-Out at the end of the event to help keep check-in lines moving,
If your event offers sellable (fixed-price) items at check-in, they will appear at the bottom of the Check-In Confirmation screen.
Volunteers should ask guests if they would like to add any of these items to their shopping cart.
To add sellable items to a guest's cart:
- Enter the desired quantity for each item.
- Click Sell Items to Guest button.
The selected items will be added to the guest's shopping cart.
Here are instructions to setup Sellable type (aka fixed-price) items on the Check-In Confirmation screen: Entering Items: Tips and FAQ
Verify/Enter Linked Guest Information:
- On the Check-In screen, the first linked guest record will display.
- An Edit button provides access to the second linked guest’s record, if needed.
- If a credit card is stored, it will be available for all orders associated with the shared bidder number.
- Linked couples can be unlinked on the Check-In screen prior to completing check-in, if necessary.