Rock U - Check-In - Check-in Settings v13

Transcribed Video Content

In this video, we're gonna look at some of the configuration options that you have for running check-in. And the good news is is that there's a lot of these options, so you can configure check-in to run exactly the way you need to. Let's take a look. First, you'll navigate to admin tools, check-in, and check-in configuration. Then from there, we'll select the weekly service check-in, and then we can click the edit button to see its settings. The first item you'll need to decide on after the name and description is whether you're going to be working with individual check-in or family check-in. So as a refresher here, individual check-in walks you through the check-in process one individual at a time. So a person will come in, provide their phone number, they'll pick their family, and then they'll get a list of individuals. Then they'll pick the individual, the times, and maybe the location, and then they're done. Family check-in is a little bit different. Once you pick the family, it's going to list all of the individuals in the family, and then you can pick multiple individuals and carry them through the whole process all at once. Okay. So, if we choose individual for our check-in type, then we have the following settings shown here. So we have allow checkout, and that's pretty straightforward. It just, enables the checkout feature in Check-in Manager. We also have enable presence, which is very similar in in check-in manager that allows you to mark somebody as present rather than just checked in to show that they're taking up a seat. We also have the enable manager option. And this is what gives you the little gear icon you might have seen on the check-in screen when you're doing check-in on a kiosk. This allows your staff to enter a PIN number and then kind of manage the check-in, from the kiosk. Down below that, we have enable override. This is only available if the manager option is enabled. And what it does is it allows the staff member to override children into rooms that they might not qualify for based on your configuration. Configuration. So if maybe they're the wrong age for a certain room, you could still put them in that room anyway. So that's enabling overrides. Then at the bottom, have achievement types, and that works with, celebrations, which we have a separate video and documentation for working with, celebrations, but that's where you add in the achievement types that you want to celebrate. And then over on the right, kind of near the top right, we have prevent inactive people. And this is pretty simple. It's just whether or not you want to prevent inactive people from checking in. Alright. So that's individual check-in. If we're doing family check-in, then we have a few more options. So starting kind of at the top right there, you can see that we have auto select days back. And so with this one, , Rock can automatically make check-in selections based on prior check ins. And so this setting controls how far back Rock should look to find a previous check-in to use for the current check-in. And then auto select options, this relates to the to the above setting and controls whether only people or both people and the location should be automatically selected for the current week's check-in, again, based on probably the last week's check-in or whatever check-in is found up to ten days back in this case. Alright. Next, we have the the use same service options. And this is just saying if they're checking into multiple services, should the same options that were selected for the first service carry forward to the other services? And that's all that does. Then, of course, below that, we have prevented active people, which we already looked at. And then below that, we have prevent duplicate check-in. And this basically says, if you're already checked in once, then should you be allowed to check-in again or not? Okay. So as we move through the configuration areas, next we'll get to the barcode settings. And this applies to, , the check-in tags, and lets you determine how the security code that gets printed is formed. So you can choose to have alphanumeric characters, alpha characters only, or numeric characters only. In this example, we have, three alphanumeric characters. So we could get a a code a b one or something that. Down below, you see there's an option for random numeric values, and that just indicates whether numbers that are generated should be random or in numerical order, one, two, three, four, five. And then over to the right, have a setting, use same code for family. So, again, this one's pretty straightforward. It just means that the same code will be applied to every kid in the family, which really only applies if the check-in type is family. Next, have the search settings. So these are the same whether you're doing individual or family check-in. And again, this is how you're going to search how the person is going to search for themselves. And they do that through the search type, which can either be a phone number or a name, or a name and a phone number. Typically, people just use phone number, but you can control that. Over to the right, you can have or down below, rather, the search type, have the maximum number of results. And that's just the maximum number of results that can come back based on whatever search is performed above, whether it's a phone number or a name. Then over to the right, we have the minimum phone number length and the maximum phone number length. And these two fields just indicate how many digits of the phone number is enough to do a search or how many might be too many, to do a search. And then down at the bottom right, we have the phone search type. And here's where you can choose whether the provided phone number or or the digits of a phone number, should be at the end of the phone number or anywhere within the phone number. So, again, if somebody types in +1 234, should we look anywhere in the phone number for +1 234, or are we gonna say that the phone ends with +1 234, the last four of the person's, phone number, for example? Alright. And then moving on, we have, the advanced settings. And several of these are pretty advanced, so so don't worry if you're not using these. But, up at the top left there, we have the regular expression filter. And what that'll do is it'll take whatever the person provided in the search and then run the regular expression through. And what that'll do is take out maybe any special characters that the person may have typed in. Then we have the refresh interval, and that just tells the welcome screen for check-in how often it should refresh itself. Over to the right at the top, can choose whether or not age is required. And so for this one, when you're checking into a group that requires a certain age range, but the person maybe doesn't have an age, should the group be shown to them or not? And then down below, grade is required. That's the same thing as age. It it works the same way. It's just for grade. Then down below that, we have the ability level determination. And so this applies when you're working with ability levels, and this determines how check-in will get the person's ability level. You can ask the person, not ask the person, or only ask them if there is an ability level. Then, last but not least, we have the display location count. And this just indicates whether or not you want the number of active people checked into a location to display, which might help people pick a less crowded room, maybe. So, those are some of the basics of the check-in configuration. We didn't cover all of the configuration options. So, for more details on those, or on anything we did cover, check out the checking out, check-in guide posted to our community website. And thanks for watching.