Check-Ins and Services Integration

Created on:
Updated on:

With the Services Integration enabled, you can see which volunteers have checked in right from Services without having to switch to Check-Ins. This integration syncs any live check-ins that happen on the station side over to Services. 

For the two applications to connect, make sure the person checking in is the same person who is scheduled in the Services plan and are checking into the same time they are scheduled to in Services. This will automatically set them as a volunteer.

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

Setting it up

This integration does not choose a matching location based on the position the person is assigned to; the check-in will default 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.

When this integration is enabled, you'll see a small Check-in icon next to the time people have checked in.

check-ins on Services

After the event is over, use the Services report to see who did not check in but 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 4 found this helpful