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Check-in Setup

In this article we will cover some essential tips and considerations to ensure a smooth registration process for your event. 

Check-in Location 

  • For the best guest experience, position your tables in a quiet space and make sure there's plenty of room between each check-in person. These two factors help prevent guests from needing to shout their details. 

Fee Options

  • Decide if guests will cover any fees. You can set this up under the Edit Event, Funding Tab. 

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  • If you make these fees optional for your guests to cover, your check-in team can ask them if they'd like to cover any transaction fees during the check-In process. 

Choose your Devices

  • Ask yourself what devices you will be using for check-in? Will you be using laptops, iPads, or iPhones? Make sure your team knows what they'll be working with and what they'll need to bring with them.

Collect Credit Card Information

  • Are you collecting credit card numbers for pre-authorization at check-in or will your guests handle this before the event?

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  • You can also use a combination of both in-person check-in and pre-authorization. 

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  • If you're using Stripe, you'll have more pre-authorization options on mobile devices. This is why we recommend Stripe over PayPal.

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Pre-authorization Demonstrations

  • When using Stripe, there are several ways to collect credit card information. On a laptop you can manually enter the information. 

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  • On an iPhone you can use the Tap to preauthorize function within the BetterUnite check-in app. 

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  • On an iPhone or iPad you can use the camera scanner feature.
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  • Additionally you can use the Bluetooth Scanner that is available for purchase within your BetterUnite account. 

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  • The app can also be used in conjunction with a laptop. To do this, select authorize on app, scan the QR code that appears, and proceed to authorize the credit card with the iPhone. 

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  • When using PayPal, cards can only be manually entered on a laptop. 
  • Guests can also pre authorize their cards themselves through the link that you text them. 

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Assign Bidder Numbers

  • Are you assigning bidder numbers for a live auction or paddle raise?
  • If you are decide whether these numbers will be pre-assigned or assigned during check-in.

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  • You can pre-assign numbers in your BetterUnite account here. We recommend starting with bid number 100 and going up from there. 

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Check-In Script

  • Lastly, determine any additional information your team needs to provide to your guests. 

Example

  1. Greeting or welcome language (ie. Welcome to our Angel Gala)
  2. Pre-authorizing credit card ask
  3. Covering fees language
  4. Bid numbers and other handouts (ie. programs, drink tickets, etc.)
  5. Where are they directing guests to after check-in? (ie. table number, cocktail hour, restrooms, etc.)
  • After finalizing these details, create a short script for your registration team to follow. We've provided a basic script for the BetterUnite Flow, which you can find in your check-in instructions article. 

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.