Checkin - Edit Record
If the person at checkin indicates that they have a new phone number (or
if their phone number was not found), new family address, etc., you
should Edit their record while they are standing there in order to
capture as much information as possible.
NOTE: Your New People Manager can be notified with an email when records
are edited during checkin if your church database has this Setting ID in
the Settings -
NotifyCheckinChanges -
and it is set to true.
See Take Picture article
for information relating to using Checkin to take and upload pictures to
the database.
To Edit a Record:
- Press the **’magic’
button** to activate
the Menu
- Press Menu (when active, it will be orange)
- Now press the orange Edit Record button
- On the iPad, all the fields are on one screen. Select the fields
to edit and press the green Done button when finished.
- At the kiosk, you will go through a series of screens, one for
each field. Be sure to go all the way to the last screen and press
Finish in order to save the changes.
The following fields are editable in Checkin:
- First Name
- Goes By Name
- Last Name
- Home Phone (changes it for the entire family)
- Cell Phone
- Email
- Address (changes if for the entire family)
- Zip
- Birthday
- Allergies
- Gender
- Marital Status
The following fields are optional, based on what is selected at Setup:
- Emergency Friend
- Ask Church (this is a Yes, No question - Are you active in another
local church?)
- Ask Church Name
- Ask Grade
More Checkin articles.