- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
On The Day Registration App
Below is a summary of each area of the Event Check In Portal, what it displays, how to mark someone as 'Attended', or add a new Attendee.
Open the Event in Workbooks and navigate to the 'Check In' tab. Here you’ll see the list of Attendees for the Event, with their details and Status.
Finding an attendee
There are many tools for you to use to find the attendee that you want to Check In. You can use more than one of these tools at once:
Paging - You will be able to see 10 attendees per page, but can use the paging toolbar at the bottom to move between pages.
Directory - You can use the letters across the top to jump to the attendees with names starting with the selected letter
Sorting - You can click on the Table Column Headers to sort by that column. Clicking the Column Header again will change the direction of the sorting.
Filter on Status - You can use the dropdown above the attendee Status column to pick the status of the attendees that you want to see. This is especially useful if there are lots of attendees in the list that are not 'Registered'.
Search - You can use the Search Bar at the top of the page to find one or more attendees. This will start constraining on the results as you type. It will search on Person Name, Company Name, and Job Title.
Checking in an attendee
Clicking on the attendee Status next to the person will automatically set their attendee Status in Workbooks to 'Attended' - you’ll see a loading wheel while this is happening. Once done, the portal will reflect the new status and the icon next to the status will change from a question mark to a tick.
Adding an attendee
If the person you’re checking in is not in the list, it may be that they did not register. If you run events that attendees don’t have to book in advance, then you can add them to the event on the day. Click on the 'Add New Attendee' button.
If the event has no ‘paid for’ tickets (ie it is a free event), then the following form will be displayed:
Once submitted, this will add the attendee to the Event and set their status to 'Attended'.
If the event is a 'paid for' event, clicking the 'Add New Attendee' button will open up the public Event registration portal, such that the attendee can record their details, and payment can be taken.