Tracking on-site registrations and actual attendance [1112]
Current behavior:
Wild Apricot assumes that mos attendees will be pre-registering online and does not provide any special functionality for on-site registrations and attendance tracking. It is still possible to handle that in the following way:
- record on-site registrations and collect payments. Record attendance. (We assume that you will do it on the piece of paper instead of directly into the system, though this is possible as well).
- enter all onsite registrations manually via admin backend using 'Add attendee' button. (You might want to add a special registration type 'Onsite' to make reconciliation easier)
- add option buttons field to the event registration form, e.g. 'Attended?' Yes/No
- Now go to each registration and set this field to proper value
This works but is not the most convenient way to do it.
Desired behavior:
Functionality specifically tailored for entering onsite registrations and attendance. Specifically:
- a way to record how exactly the payment was received for each onsite registration
- a way to record attendance on a list of people, instead of going into each record.
- ability to filter/export attendee list by onsite vs. pre-registered; attended/not
Released in 5.1
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Katie Fritz commented
When I cancel a registration for someone who didn't show up (so my attendee totals are accurate), the system wants to refund their payment. We don't refund payment for no-shows. I'm not sure how to handle this. A "did not attend" button would solve the problem.
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Dmitry Buterin commented
Thanks for the details, this is great. As it happens, my colleague has just started working on in-depth analysis of this. We are thinking of putting this into version 5.1 and implementing it via mobile access. Stay tuned.
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SWEAtlanta commented
It's been several years we've been discussing this one, every month at our meeting I dream of this feature eventually becoming a reality!
A couple of major items we'd benefit from right away:
* Sending out post-event e-mails to ONLY those that attended -for example, Professional Development Hours / Continuing Education Credits would be nice to distribute via e-mail (we currently print and hand out) but should only be e-mailed to those who attended and paid.
* When people who register in advance but don't pay check in and pay on-site, we have to track manually if they paid via cash, check, or Square reader. The WA interface has this feature but requires too many clicks/screens/loading time; it's faster just to write it down and keep the line moving. Clicking a "checked in" button which leads me to the settlement page would be AWESOME.* The mobile option for those who both registered and paid in advance would mean the line would move really quick.
* We wouldn't keep running into the issue of people who register for the event between the time we print the attendee list and the actual event.
Y'all are awesome - keep up the good work!
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Dmitry Buterin commented
That's exactly our thinking - that onsite tracking should be implemented as a mobile page. This is what we plan to design and roll out next year.
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sbuser commented
I think several people have talked about a simple checkin/payment page. I only skimmed the 47 post in this thread, but I didn't read anyone suggest having the page mobile-friendly. A simple page that could be viewed on an iPhone/Android/ etc would be helpful. The current admin page is very hard to use on a small screen.
It would search the list of event attendees by name (like the current site) and allow only a few options:
- check in
- cancel/no-show ("so-and-so is sick tonight and won't be coming")
- record payment for pre-register
- record payment for attendees that aren't pre-registered ("walk-ups")The last one wouldn't attempt to capture the person's contact info, tapping that into a phone would take too long. Having a paper signup sheet and adding them later seems easier. It would just be for accounting purposes.
Additionally, it might have a little statistics view with numbers of pre-registered and arrived, pre-registered but not arrived, walk-ups, and total.
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James Kerich commented
We would really like to have a quick alpha driven check box type interface created for on site check in. On site registrations are not a significant issue as long as we have internet access and use the Admin portal to add registrations, but getting a way to "check In" pre-registrations and getting a way to print badges off the event pages somehow would be great.
If the interface could be built to provide a one page last, first name list with a checkbox field next to the name that could be quickly filtered by a hyper link alphabet lettering across the top of the screen, it would be great. This way the onsite staff could click the first letter of the last name to filter the screen then scroll down the list to find the name. Maybe even a further search field would be good as well on top of the last name letter click in case someones list is very long.
Once the name is found, you simply check the check box and click a print Icon to print the badge to some default label printer attached to the computer and we are good to go. You would just have to support a few of the large name label printers so the formatting could be sent correctly to the printer.
Hope others have ideas and support for this as well.
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Evgeny Zaritovskiy commented
Sorry to hear this.
Still no progress here.
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chapka commented
Just an update--we've decided not to use the WA events going forward because of this. We told our volunteers they'd have to go back to printing out paper check-in forms and they revolted, so we're stuck paying another site for event registration and management for the foreseeable future.
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Evgeny Zaritovskiy commented
Status remains the the same as of now
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Deannedv commented
We are in the very similar situation with the same need:
From the 2008 listed desireable:
- a way to record attendance on a list of people, instead of going into each record.
We have a series of events (teleclasses) that are connected to a root event (in person training) and would love to have a spreadsheet method of marking attendance over time for one event.
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Jasper Horrell commented
We would really like this functionality for our organization as well and hope that there are now enough requests for this to be bumped up in development priority.
A further complication in our case is that an event would be a course of 5 or 9 weeks for us and so we would like to track attendance per week in a simple, efficient spreadsheet type way for each of the weeks belonging to one event.
It does not make practical sense to make each week of our courses a separate event.
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Brandon B. commented
What is the status of this?
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chapka commented
[quote user="Apricot Kernel"]
Thanks for the details - we always appreciate specific usage scenario as this helps us to find a proper solution during design.
[/quote]
Thanks for the feedback.
The other issue we ran into under our old system was that we have a lot of last-minute signups but we don't take cash on site.
So if we cut off signups early enough that our volunteers could bring a printed list to early morning setup, we're losing revenue. If we let people sign up in the morning, they're not on the check-in list.
The current live system we're using lets us check people in even if they sign up on their phone after the event has already started, which is a big help.
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Sommer commented
I forgot another use is when you can mark who attended in the system, you can then use that list to quickly/easily email follow-up information or surveys.
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Evgeny Zaritovskiy commented
Thanks for the details - we always appreciate specific usage scenario as this helps us to find a proper solution during design.
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chapka commented
This is a pretty important feature for our group, too.
Right now, we don't use the Events feature at all. Instead, we use a different solution and direct all of our members to go there and register for events (and we pay another SAAS processing fee).
We would obviously rather do everything through WA, but it would make things much harder for our volunteers. Right now, people register on the other site, which prints out a ticket for them with a QR code on it. Our volunteers use that site's app to scan the bar code on an iPad, which confirms their purchase and checks them in. If they forget their ticket, you can just search by name and check them in that way.
Our events are held outdoors, so having a computer at a check-in table isn't always practical, and there can be hundreds of attendees. To switch to using WA, we would have to have our volunteers export the sign-up data from Excel the morning of the event, create a check-in list from that data, and then manually check people off the list. We've tried that in the past, before we hit on our current system, and it's a real hassle.
So any move towards a more portable check-in system would be great. An app-based or handheld solution would be even better.
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Sommer commented
[quote user="KathyD"]
In addition to tracking registrations, I would like to have the ability to track actual attendance for my events within Wild Apricot.
Thank you!
Kathy[/quote]I second this. I used a previous system where I could go afterwards and see a list of all registered, and then check those who were there and generate a report of attendees (and also no-shows based off of the unchecked registrants). Right now, I do all of that manually in Excel.
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Dmitry Buterin commented
Hi Tom,
The prioritization process is what our product design team goes through with each release (we typically have 2-4 major releases per year). As you can see, we have over 500 threads on the wishlist forum alone - plus lots of other stuff not visible here that originates from our tech support team and is tracked internally (several *thousand* items). So it is a pretty complex process wwe have to go through to pick the top items into each release and also arrange them into a logical roadmap over time.
Each additional comment and vote on each thread does raise it's priority in our eyes so your voice have been heard. My current expectation though is that we would not tackle this at least throughout 2012, sorry - too many items already in the pipeline ahead of it.
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tom coll commented
Just starting to use WA for our professional organization.
What is the process for getting a feature prioritized for development?
It seems like WA users have been asking for this capability for a few years but it just keeps getting put off. I think the ability to record a persons attendance is fundamental to Event Management and should be a high priority feature. Take a look at EventBrite - it has this capability and it looks relatively simple and straight forward to implement.
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Katie Fritz commented
any plans to implement this later in 2012? Both orgs I manage would find it extremely useful to track attendees and no-shows.