Check-Ins and Services Integration

Created on:
Updated on:

With the Check-Ins and Services Integration, you can see how many scheduled volunteers have checked in from a Services plan without having to switch to Check-Ins. This integration syncs any live check-ins that happen over to Services, and it sets scheduled people to Volunteers.

Check-Ins and Services are connected by the Check-Ins Event Time and Services Plan Time. When a scheduled person checks in, the integration will be triggered to note that check-in in Services.

Enable the Integration

Go to the Check-Ins event settings to make sure the Services Integration is set to Enabled.

Setting it up

Once enabled, anyone scheduled in Services who checks in will be checked in as a Volunteer and set to the last checked in location or the first location on the event.

When someone checks in, they'll be automatically set as a Volunteer check-in type.

The next time they check in to this event, the event will remember they're a Volunteer type, even if they're not scheduled in Services. If they're not scheduled as a Volunteer type for that session, they'll need to manually change to a Regular type from a Manned or Roster Station.

View Check-Ins in Services

As people start to check in, you'll see a small checkmark icon next to the team member. You can hover over the checkmark to see which time they attended.

The screenshots and instructions in this document apply to the new Plans page.

check-ins on Services

Checkmarks will appear for volunteers who are checked in through Check-Ins or have been marked as Attended with the Services Attendance feature.

View People Who Didn't Check In

After the event is over, use the Services report to see who did not check in but was confirmed on the schedule. 

In a plan, click print, and then choose the CHECK-INS: Absent people report.

Was this article helpful?
4 out of 5 found this helpful