Summary: This comprehensive, step-by-step guide walks you through setting up a fast, safe, and efficient check-in system in Tithely, covering how to ensure profiles are loaded, organize attendees using Tags, create the Event, set Check-In Eligibility (via Specific Tags), and Customize Name Tags for secure pickup.
Before You Begin
-
An efficient and safe check-in process is vital for security, attendance tracking, and building trust with families.
-
Tithely allows for a secure pickup process and name tag printing with details like allergies and security codes.
Step-by-Step Instructions
Step 1: Ensure Your People Are Added
If your people are already added, great—move to the next step!
If not, here are a few ways to add people to your database:
- Move-In: For new users switching from another system, see Moving Your Data Into Tithely, Getting Started.
- Add Person Page: Add individuals manually via the Add Person page.
- Check-In Page: You can also add visitors right from the Check-In page.
Step 2: Create Tags
- Create a Tag Folder: For organization, start by creating a folder such as “Children’s Ministry” or “Small Groups.”
- Create Tags: Then add tags for each classroom or group (e.g., Nursery, Pre-K, Middle School).
- Add People to Tags: Use an advanced search by age or grade, then bulk assign people to tags from the Action Panel.
Step 3: Create the Event
With tags in place, create a recurring event for your check-in experience.
We recommend titling your event with a general label like “Children’s Ministry” or “Youth Group.” If you have multiple services, create separate events (e.g., “9:15 AM Service – Children’s Ministry”).
Step 4: Set Check-In Eligibility
During or after event creation, change check-in eligibility to “Specific Tags.” Choose the tags for the classrooms or groups that apply.
Step 5: Customize Name Tags
You can personalize name tags with allergy info, parent contact details, or a shared security code. Learn how to customize name tags here.
For added security, include a matching code that prints on both child and parent tags for secure pickup.
Congratulations—your check-in system is ready to go!
Troubleshooting & FAQs
-
How does this system ensure security? It uses matching security codes that print on the child's tag and the parent's tag for secure pickup, and it allows tracking of real-time emergency contact information.
-
Why should I create separate events for separate services? Creating separate events (e.g., 9:15 AM vs. 11:00 AM) ensures accurate attendance tracking and helps in room/capacity management.
-
Where do I find the tool to customize name tags? See the related article on Customize Check-In Name Tags for detailed instructions on selecting fields and setting up parent copies.