Please note that the Next Generation Events feature is only available to organizations with Neon CRM Impact or Empower packages AND Neon Pay as the payment processor.
Contact us at clientaccountspecialist@neonone.com to discuss your current package and/or switching to Neon Pay.
Learn how to check in constituents at an event in this step-by-step guide. This help guide will cover how to search for, locate, and check in constituents for an event in Neon CRM.
Recommended Reading Before You Start
Instructions
Complete the Check-In Process
1. On the CRM Dashboard, select Events in the navigation menu and then select Sales & Check-in in the drop-down menu.
The Tickets page will appear.
2. Select Today’s Events in the date drop-down menu.
3. Select your event.
4. Select today’s occurrence date/time of the event. (If there is only one occurrence, it should be pre-selected for you; if not, select the applicable occurrence. If the occurrence is pre-selected, skip this step.)
5. Select the Check-in tab that appears at the top of the page.
A list of all constituents who have purchased tickets for the event will appear.
6. Search for and locate a constituent using the Search by attendee name or email field.
7. Once you locate the constituent you wish to check in, select the Check-in link next to the constituent’s name.
By default, once you check in a constituent, that constituent’s name will disappear from this list. If you wish to keep checked-in constituents' names in the list:
8. Select the Show checked-in tickets toggle.
If you select the Show checked-in tickets toggle, a green checkmark will appear for constituents who have already checked in. Note: If you wish to remove the checked-in status, click on the checkmark.