Step 1: Create the event location
Add the venue as a location and confirm its address, public name, time zone, and event hours. Use one location for each venue whose staff and entry points operate separately.
Step 2: Prepare lists and customer data
Create a guest list for known attendees and a queue for arrivals who need to wait or register on site. In the guest list, configure party-size limits and the fields staff need at the door. Set the default visit duration, or enable services when different activities should occupy the location for different amounts of time.
Use Download CSV template, then import a CSV or Excel (.xlsx) file with Import CSV and review rows with errors before event day. Use the optional party_size column when one invitation can cover several people; the live headcount adds those people rather than counting only guest-list rows.
Step 3: Configure each entrance
For a queue, turn on Check-in and use Public check-in on customers' phones or Open kiosk mode on a shared tablet. Both modes use the same selected queues. Keep the form short. Guest lists remain staff-operated: use the Customize columns icon beside search to expose the details needed to identify invited guests quickly.
Step 4: Assign staff access
Invite each check-in user and assign the correct business and location. Test their accounts on the actual phones, tablets, or laptops they will use.
Step 5: Rehearse the peak flow
Check in several test parties at once, search for an imported guest, correct a party size, and complete the expected status flow. Confirm that the live headcount reflects people, not only parties, and decide what staff should do when the network is slow, a guest is missing, or a duplicate record appears.
Before doors open, charge every device, place QR codes, confirm the active lists, and export a reference copy of the guest list if your event procedure requires one.
See How to create and configure a guest list, How to import and manage guest-list entries, and How to set up the self-service kiosk.