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Registration and Check-in Workflow

Use this workflow before and during the event to manage attendee access through the mobile app, web, and WhatsApp.

Before the Event​

  1. Configure registration settings (mode, visibility, ID format, separators).
  2. Choose the mobile registration path: external link, in-app form, claim-only, or no mobile registration action.
  3. Build and test the registration form in Registration Setup.
  4. If the event uses the public web form, confirm the public registration URL works.
  5. If using WhatsApp registration, verify Flow compatibility and configure approval policy.
  6. If the event requires payment, configure pricing and test the payment flow.
  7. Import existing participants if needed.
  8. Confirm attendees can see, submit, or claim registration in the mobile app.
  9. Confirm alternate email data is available where support needs it.
  10. Decide whether OTP reclaim transfer is allowed for already-claimed registrations.
  11. Prepare badge and QR flows if required.

During the Event​

  1. Open Ops Attendance or Ops Portal tools.
  2. Search or scan participant records.
  3. Confirm attendee identity if required by organizer policy.
  4. Mark check-in or print badge.
  5. Use spot registration for walk-in attendees where allowed.
  6. If WhatsApp registration uses manual approval, check the Registration Reviews queue and approve or reject submissions.
  7. Verify payment confirmations are updating registrations to "confirmed" status.
  8. For claim issues, check registration number, primary email, alternate email, and OTP transfer policy before changing ownership.

After the Event​

  1. Review registration analytics.
  2. Export or report attendee counts if required.
  3. Use attendance data for certificates if applicable.
  4. Review registration reviews for any pending approvals.