Group Stations with Templates

Created on:
Updated on:

Instead of manually changing each station to reflect the event it's checking people into, you can set up the stations and create a template with a time to automatically set stations to the appropriate mode, printer, theme, and location or event.

Check out this video for more information, or follow the steps below.

1. Create a Station

To create a station, download the Check-Ins app on any device you'd like. The app is available on iOS, Android, Mac, and Windows.

Once you've downloaded the app, follow the prompts to create the station then return to the Stations tab and locate your new station.

stations_arrow.jpeg

Tip

To find the most recently used station, use the Sort by dropdown to sort the list by name or last used.

2. Edit Station Settings

In order for templates to be set up correctly, you need to set up your station the way you want them to show at the time of your event. Make the adjustments needed in order for those stations to change appropriately at the time of the event.

Tip

Need some ideas of how to use templates? Check out our common templates guide.

When you click a station, you can change the settings to match what you want that station to look like at the time of the event.

settings.jpeg

3. Create Templates

Once you've got your station settings where you want them, it's time to create templates! Select Templates from the gear.

templates_arrow.jpeg

Select New Template to create the template out of the station settings you currently have set.

new_template_arrow.jpeg

The stations settings will be saved in the template you create, so any changes made to the station settings later will not affect the template.

template_numbered.jpeg
  1. Title your template based on when or for what event this template should be used.

  2. If this template is used weekly, choose when to activate it. Selected stations will use this template until another is applied or someone manually changes the settings.

  3. Choose the stations for this template. If one of the stations needs to be changed to a different mode, printer, theme, or event, edit that station before saving the template.

Choose Submit to create the template.

Edit a Template

If you need to change a template, make the changes to the station settings first, and then choose the template from the list.

choose_templates_arrow.jpeg

The changed stations will be highlighted in yellow.

edit_template.jpeg

To update your template with those changes, click Submit; to keep the template's original settings, click Cancel.

If you no longer use this template, click Delete.

Apply Station Templates

If you need to use a template immediately, click Use to apply the template settings to the stations.

use_template_arrow.jpeg

Tip

If stations don't change after clicking Use, they may need to be refreshed in order for the template settings to be applied. Refresh a station on a desktop by clicking View > Reload from the toolbar or by clicking Start Over; refresh the mobile station app by force-quitting the app and reopening it.

Was this article helpful?
3 out of 3 found this helpful