Digital Agency Tools Docs

Attendance codes

Every meeting gets an attendance code when it is created. You can copy the code, show it as a QR code that staff scan to check the customer in, and see at a glance whether they have checked in.

The Meeting details card on a meeting page, showing the attendance code with a copy button and the Attended status
The attendance code and check-in status, on the Meeting details card.

How to find a meeting's code

  1. Open the meeting from Meetings.
  2. On the Meeting details card, find Attendance code — eight letters and numbers.
  3. Click the copy icon beside it to copy it to your clipboard, ready to paste into a message.
  4. To show it as a QR code, click View QR code under Quick actions. The code opens in a window with the customer's name, and Download saves the image.

Checking someone in with the QR code

The QR code opens a check-in link for that one meeting. Scanning it marks the customer as checked in, but only for someone signed in to the panel as staff of the business that owns the meeting.

  1. Send or print the QR code for the customer. Use Download in the QR window to save it as an image.
  2. On the phone or tablet you will scan with, sign in to the panel as a member of the business that owns the meeting.
  3. When the customer arrives, scan their QR code with that device's camera and open the link.
  4. The meeting page opens with a checked in message, and Attended on the Meeting details card shows Checked in with the time.

Scanning the same code again changes nothing: the first check-in time is kept, and the message says the customer was already checked in.

The Attended line

Under the code, Attended shows Checked in with the date and time of the first scan, or Not checked in.

Checking in does not change the meeting's status. When the meeting is over, click Complete as usual, or Mark as no show if they did not come.

Attended

Not checked in
Checked in  · date and time

Who a scan works for

The link in the QR code carries a long secret made from that meeting, so it cannot be guessed from the meeting number or the attendance code, and one customer's code never checks in someone else.

If the person scanning is not signed in, or is signed in to a different business, the link shows a plain not found page. Nothing about the meeting or the customer is shown and nobody is checked in. Sign in as a member of the right business and scan again.

The QR code is a staff check-in link. A customer who scans their own code sees the not found page, which is expected.

Related

Still stuck?

Can't find what you're looking for? Send us a message and we'll reply by email.