Skip to content
Open
Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
64 commits
Select commit Hold shift + click to select a range
67ee072
create directory for products, move products.md there, rename to inde…
mschrumpf Feb 17, 2025
e37086f
fix broken links
mschrumpf Feb 17, 2025
3890648
fix broken links
mschrumpf Feb 17, 2025
3c14387
fix more broken links
mschrumpf Feb 17, 2025
166af48
fix more broken links
mschrumpf Feb 17, 2025
65c08c6
add .pages; move "Mixed taxation" to taxes.md, edit and expand
mschrumpf Feb 18, 2025
0b9f674
discounts.md: overhaul chapter on early bird tickets
mschrumpf Feb 18, 2025
ea8191e
fix formatting
mschrumpf Feb 19, 2025
5059c54
overhaul section on combination products, add screenshot
mschrumpf Feb 19, 2025
58bfcf3
add explanation of check-in rule logic
mschrumpf Feb 19, 2025
b66c5a6
overhaul section on add-ons and bundles
mschrumpf Feb 20, 2025
3c23ea9
overhaul section on add-ons and bundles
mschrumpf Feb 20, 2025
97fa71a
start overhauling section on group discounts
mschrumpf Feb 20, 2025
316efb7
overhaul section on discounts
mschrumpf Feb 21, 2025
9c3dabc
overhaul section on minimum order amount
mschrumpf Feb 21, 2025
f035999
create sessions.md; move "workshops at a conference" there; overhaul …
mschrumpf Feb 21, 2025
21d15d8
sessions.md: start overhauling option b
mschrumpf Feb 24, 2025
db012ba
sessions.md: overhault option c and intro
mschrumpf Feb 25, 2025
67c48c4
overhaul restricted-audience.md
mschrumpf Feb 26, 2025
b02aa8e
index.md: improve section on mixed taxation
mschrumpf Feb 26, 2025
388c996
fix formatting
mschrumpf Feb 26, 2025
cb3cbd7
add screenshots for sessions.md
mschrumpf Feb 26, 2025
11d5994
minor corrections
mschrumpf Feb 26, 2025
1de36e9
discounts.md: implement comments
mschrumpf Mar 21, 2025
8892a6b
taxes.md: implement comments
mschrumpf Mar 21, 2025
194f760
sessions.md: implement comments
mschrumpf Mar 21, 2025
565c598
rewrite section on categories; make it clear that categories are opti…
mschrumpf Apr 7, 2025
ccf652e
rewrite section on categories; make it clear that categories are opti…
mschrumpf Apr 7, 2025
282c029
overhaul ### Time slots , #### Creating slots, and #### Enabling the …
mschrumpf Apr 7, 2025
9056e99
overhaul section #### Check-in
mschrumpf Apr 8, 2025
81b60f5
overhaul section ### Season tickets and #### Option A: Memberships an…
mschrumpf Apr 8, 2025
b88bbe6
overhaul #### Option B: All-access in a single pass
mschrumpf Apr 8, 2025
7e725b1
small corrections
mschrumpf Apr 8, 2025
23d9509
add and update screenshots; improve instructions on creating time slo…
mschrumpf Apr 8, 2025
028f458
add and update screenshots
mschrumpf Apr 8, 2025
7fd9edd
add missing word
mschrumpf Apr 8, 2025
5b159c0
create files for check-in
mschrumpf May 13, 2025
4aa0d7b
check-in lists.md: structure article, explain check-in methods
mschrumpf May 14, 2025
5ca894e
small corrections
mschrumpf May 15, 2025
371bd27
Improve article with suggestions from Vale
mschrumpf Jun 11, 2025
5ab75b2
Added .nav.yml which will fix the title of the landing page and secti…
mschrumpf Jun 13, 2025
f036bfd
Link to check-in lists article from index.md
mschrumpf Jun 13, 2025
a72b0c4
Improve check-in-lists.md with suggestions from Vale
mschrumpf Jun 13, 2025
7581c30
Start writing "general usage"
mschrumpf Aug 6, 2025
c7fa7d3
Finish first draft for "General usage". Needs to be rewritten and cle…
mschrumpf Aug 7, 2025
cbbfc4b
Add screenshots
mschrumpf Aug 8, 2025
3dac0b3
Improve style, formatting, and wording
mschrumpf Aug 11, 2025
d45b1e4
Start writing custom.md
mschrumpf Sep 15, 2025
41add6f
Start explaining AND- and OR-brackets
mschrumpf Sep 16, 2025
adeffb3
Finish explaining AND- and OR-brackets (for now)
mschrumpf Sep 16, 2025
f59776d
Explain ### Adding a simple condition
mschrumpf Sep 16, 2025
92cc51e
Explain ### Allowing multiple entries per ticket, add screenshots
mschrumpf Sep 17, 2025
57146c4
Improve introcution and details
mschrumpf Sep 17, 2025
333e3d2
Explain ### Allowing unlimited entries on a single day and start addi…
mschrumpf Sep 17, 2025
831647a
Improve details, add overview screenshot
mschrumpf Sep 24, 2025
7d6b367
Explain simple conditions before AND- and OR-conditions
mschrumpf Sep 24, 2025
3ed57fe
Complete section ### Setting conditions specific to products or varia…
mschrumpf Sep 24, 2025
1f23bdc
Explain "visualize" tab
mschrumpf Sep 24, 2025
b498f0f
Add screenshot for visualization
mschrumpf Sep 24, 2025
5ac0fda
Add stubs for use cases that are still to be explained
mschrumpf Sep 24, 2025
c3ae255
Explain more use cases
mschrumpf Sep 25, 2025
4b178ac
Explain all use cases and add screenshots
mschrumpf Sep 25, 2025
e599846
Explain tolerances
mschrumpf Sep 25, 2025
5eeac99
Run Vale, improve details and wording
mschrumpf Sep 26, 2025
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Binary file added docs/assets/screens/check-in/advanced.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/before.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/check-in-lists.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/default.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/fast-lane.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/merch-table.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/minimum.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/multiple-full.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/single-day.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/time-span.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/two-days.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/visualize.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/check-in/workshop.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/event-series/create-times.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/event/create-series.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file modified docs/assets/screens/organizer/customer-accounts.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/products/add-on.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/products/membership-type.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file added docs/assets/screens/products/require.png
Diff not rendered.
5 changes: 5 additions & 0 deletions docs/guides/check-in/.nav.yml
Original file line number Diff line number Diff line change
@@ -0,0 +1,5 @@
title: Check-In

nav:
- Check-In: index.md
- "*"
157 changes: 157 additions & 0 deletions docs/guides/check-in/check-in-lists.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,157 @@
# Check-In Lists

This article tells you how to create, configure, and use check-in lists.
Check-in lists keep track of who attends your event.
In most cases, you need one check-in list for every separate area with its own entrance at your event.
If there is one venue with multiple entrances, then one shared check-in list for all entrances is enough.
If you have separate entrances for separate products, such as fast lane access or VIP tickets, then you will need one check-in list for every entrance.

Check-in lists operate independently from one another.
A ticket is valid once on every check-in list that includes it.
If you are hosting subevents with more exclusive attendance, then each of those subevents will need its own check-in list.

We recommend using the [pretixSCAN](https://pretix.eu/about/en/scan) app running on dedicated devices for your check-in.
It is by far the most convenient method.
You can also do a manual check-in through the backend, or you can print your lists and check people in with a pen and paper.

## Prerequisites

Check-in lists are handled on the event level, so you have to create an event first.

## General usage

This section explains how to set up and configure check-in lists.

Creating an event also automatically creates a check-in list named "Default".
This check-in list includes all your products.
If your event only has one area and there are no separate merch tables, no separate sessions, no fast lane access and no VIP tickets, then this list is enough.
You do not need to make any changes to it.

However, if your event does include any of those things, then you need to configure the default check-in list and create new check-in lists.

In order to view the "Default" list, make changes to it, or create new lists, navigate to :navpath:Your event → :fa3-check-square-o: Check-in:.
This lands you on the "Check-in lists" page.

!['Check-in lists' page, including a text explanation and buttons for creating new lists, viewing connected devices, and resetting the check-in. There is a list of check-in lists that only contains the entry 'Default' with buttons for viewing, cloning, simulating, editing, and deleting the entry.](../../assets/screens/check-in/check-in-lists.png "Check-in lists page")

The following sections guide you through the configuration of check-in lists for straightforward use cases and for more complex applications.
Assume, for example, that you are selling the following types of products:

- basic access tickets
- fast lane tickets
- merchandise that your staff distributes to customers at a designated merch table
- registrations for exclusive workshops
- gift cards

The following sections explain how to set up check-in lists to support all of these things.

### Configuring a check-in list

In order to configure a check-in list, click the :btn-icon:fa3-wrench:: button next to it.

If you also want attendees who have not yet completed the payment for their order to be able to check in at your event, check the box next to "Include pending orders".

The box next to "All products (including newly created ones)" is checked by default.
If all your products are admission products and there are no separate areas with their own entrances at your event, then you do not need to change that.
In any other case, uncheck the box and check the products you want to include on the list under "Limit to products".

If you want to implement a use case similar to the example provided above, check the boxes next to your basic access tickets and leave all other boxes unchecked.
You would then use this list at the main entrance to your event.

!['Check-in lists' page on the 'General' tab, displaying 'Default' in the name field and checkboxes for including pending orders, all products, or limiting the list to certain products. The standard ticket and discount ticket are checked and everything else is unchecked.](../../assets/screens/check-in/default.png "Edit check-in list default")

Once you are done, click the :btn:Save: button.

### Creating a new check-in list

In order to create a new check-in list, navigate back to :navpath:Your event → :fa3-check-square-o: Check-in:.
Click the :btn-icon:fa3-plus: Create a new check-in list: button.
Enter a name for the new check-in list and check the boxes next to any tickets you want to include on it.

If you want to implement a use case similar to the example provided above, name the check-in list "Fast lane".
Uncheck the box next to "All products (including newly created ones)" and under "Limit to products", check the boxes next to your fast lane tickets.
You would then use this list at the fast lane entrance at your event.

!['Check-in list' page on the 'General' tab, displaying 'Fast lane' in the name field and checkboxes for including pending orders, all products, or limiting the list to certain products. The fast lane ticket is checked and everything else is unchecked.](../../assets/screens/check-in/fast-lane.png "Edit check-in list fast lane")

Click the :btn:Save: button.

A merchandise table may seem like a very different use case from a check-in, but a check-in list is still useful for keeping track of who has bought which merch, and who has picked it up already.

If you want to create a check-in list for the merchandise table, repeat the creation process described above, name it "Merchandise" or something similar, and limit it to the merchandise products.

!['Check-in list' page on the 'General' tab, displaying 'Merch table' in the name field and checkboxes for including pending orders, all products, or limiting the list to certain products. The sticker product is checked and everything else is unchecked.](../../assets/screens/check-in/merch-table.png "Edit check-in list merch table")

If your event offers exclusive additional sessions such as workshops, create another check-in list for each of those workshops.
Give it a descriptive name and limit it to the workshop registration products.

!['Check-in list' page on the 'General' tab, displaying 'Workshop' in the name field and checkboxes for including pending orders, all products, or limiting the list to certain products. The workshop registration product is checked and everything else is unchecked.](../../assets/screens/check-in/workshop.png "Edit check-in list merch table")

Finally, since gift cards are only relevant for purchases and not for access to your event, you do **not** include gift cards on any of your check-in lists.

## Applications

This section explains how you can use check-in lists to manage the check-in at your event.

### Check-in via pretixSCAN

The most convenient and powerful method for checking in customers is using the pretixSCAN app.
Acquire a device with a scanner or camera, install pretixSCAN on it, connect it to your organizer account, and place it at the entrance to your event.
We will cover the specifics of using pretixSCAN in a dedicated article.

### Manual check-in via backend

!!! Note
This method is slow and only feasible if you are dealing with a low volume of customers.
We recommend using pretixSCAN instead.

If you want to perform manual checks using the pretix backend, place a computer at the check-in.
You will need a stable internet connection and access to the pretix backend from that computer.
Take appropriate security measures so that only authorized personnel can use the computer.

On that computer, open the pretix backend and navigate to :navpath:Your event → :fa3-check-square-o: Check-in → Check-in lists:.
In the list, click the check-in list on which you want to record check-ins.
The next page displays a list with all issued tickets.

Ask attendees their name, email address, ticket code, or order code.
Use the "Search attendee" function or browse the list to locate the corresponding entry.
Check the box next to that entry and click the :btn-icon:fa3-sign-in: Check-In selected attendees (#): button.
It is possible to select multiple attendees and check them all in at once.

### Paper check-in

!!! Note
This method is slow and only feasible if you are dealing with a low volume of customers.
We recommend using pretixSCAN instead.

If you want to print a check-in list, navigate to :navpath:Your event → :fa3-check-square-o: Check-in → Check-in lists:.
In the list, click the check-in list you want to print.
On the next page, click the :btn-icon:fa3-download: PDF: button.

Alternatively, navigate to :navpath:Your event → :fa3-shopping-cart: Orders → Export: and click :btn:Check-in list (PDF):.

Regardless of which path you take, you will land on a page titled "Data export – Check-in List (PDF)".
Under "Check-in list", select the list you want to export.
You can use the settings on this page to filter and sort the file export by certain parameters.
If you want to use the export for manual check-in, then you probably want an alphabetical list of all ticket holders.
Under "Check-in status", select "All attendees".
"Sort by" one of the attendee name options.

Under "Include questions", select any questions that are relevant for check-in.
Once you are satisfied with your settings, click the :btn-icon:fa3-download: Start export: button.
Your browser will now download a PDF of the list or open it in a new tab.
The list includes the following columns:

- a column containing a double exclamation mark `‼` for products that require special attention.
This cell is empty for products that do not have the "Requires special attention" setting activated.
- a box for checking off tickets.
This box will be checked for tickets that were already checked in via pretixSCAN or the backend before you exported the list.
- "Paid" contains a check for orders that have been paid.
- "Order" contains the order code.
- "Name" contains the attendee's name.
- "Product / Price" contains the name of the product and the price in parentheses.
- optional columns for questions you chose to include in the export

Print the exported list, place it at your check-in, and check entries off the list manually as visitors appear.

If you are looking for a faster method, we recommend using [pretixSCAN](https://pretix.eu/about/en/scan).
Loading