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When new people show up to attend events, classes, and worship services, you can use Checkpoint to easily add newcomers' contact information to your ACS data set. This helps you to follow-up with visitors later, improve your outreach, and grow your organization over time. Sometimes these new people are the immediate family of current members. Other times, new people are friends or distant relatives. 

Add Additional Family Members 

Newcomers might attend by themselves (assisted check-in), or they may be accompanied by their family (self check-in). If a newcomer is accompanied by family members, the family can add the newcomer's information at self check-in station. To do this, navigate to the Express Check In/Out Options Check/In Out Defaults > select Display Options for Adding New People. If new family members are unaccompanied, they will need to check-in at an assisted check-in station. Staff and volunteers manning assisted check-in stations need to be familiar with this process of adding additional family members during check-in.

Immediate Family Only

Only add new people if they are an immediate family member. Uncles, cousins, grandparents, and those more distant family relations should be entered as a separate family. In ACS People, you can still make a note of the family relationship under Other Relationships in View/Edit Individual.

 To add a family member at assisted check-in
  1. In the assisted check-in start window, under Check In, locate the family record as you do normally (by name, phone number, pager, or bar code).
  2. In the listing of family members, click Add Family Member.
  3. Enter as much information as possible about the new family member, then click OK.
  4. Select the sessions the new family member is attending.
  5. For each session, enter the person's class, status, position, and other general fields information.
  6. To enter any special notes about the new family member, such as food allergies, click Add Note.
  7. Repeat these steps for each additional family member. When the new family member is added, complete the check-in process for the family as you do normally.


 To add a family member at self check-in
  1. In the self check-in start window, locate the family record as you do normally (by name, phone number, pager number, or bar code).
  2. In the listing of family members, click Add to family.
  3. Enter as much information as possible about the new family member.
  4. Select the sessions the new family member is attending.
  5. For each new session, enter the person's class, status, position, and other attendance information.
  6. Repeat steps 2-5 for each additional family member. When the new family member is added, complete the check-in process for the family as you do normally.

Add New Family Members

If visitors are accompanied by a member, the member can add their information at self check-in. In order to do this, Display Options for Adding New People must be selected in Checkpoint Setup. This option is located in Check/In Out Defaults under the Express Check In/Out Options. If visitors are unaccompanied, they need to check in at an assisted check-in station. Staff and volunteers manning assisted check-in stations need to be familiar with this process of adding new people during check-in.

Add Visitors as New Families

Unless they are the immediate family member of a family already entered in your ACS data set, all new people should be added as new families. ACS records are organized by family, even if there is just one person in the family.

 To add a new family at assisted check-in
  1. In the assisted check-in start window, under New Family/Visitor, click Add New Family.
  2. Enter as much information as possible about the head member of the family.
  3. To add additional family members, click Save/Add Family Member.
  4. When you are finished adding all family members, click Save.
  5. To enroll the family in all available sessions, click Check In All. Or, select the sessions each family member is attending.
  6. For each session, enter the person's class, status, position, and other general fields information.
  7. To enter the pager number of the family, click Add Pager # .
  8. To enter special notes about individual family members, such as food allergies, click Add Note, then click Next.
  9. Click Print All to print all security badges. Or, you can individually select the badges for printing.
  10. Click Finish. The new family is added and checked in.
 To add a new family at self check-in
  1. In the self check-in start window, click either Name, Phone, or Pager (whichever is available).
  2. Click Add Person.
  3. Enter as much personal information as possible about the head member of the family.
  4. To add additional family members, click Add To Family.
  5. Select the sessions each family member is attending.
  6. For each session, enter the person's class, status, position, and other attendance information.
  7. To enter the pager number of the family, click Add Pager #

The family is added. Complete the check-in process as you do normally.