Designed specifically for conferences, the Streamlined Self-Reporting Mode is a direct replacement for post-event CE forms. Attendees can use their mobile device to self-report each of the sessions they attend during a conference. Attendees can self-report their attendance at their own convenience -- as soon as a session ends, at the end of each day, or at the end of the entire event.
Enable Self-Reporting Mode
- Sign in as an Admin
- From the Admin Panel, scroll down to the Attendance Tracking section and select Attendance Tracking Modes
- Check the box below Self-Reporting Mode, then click Save to enable.
Attendee View
When this mode is enabled in the app, attendees will see a menu choice labeled as "Your Check-Ins".
Note: If you do not have the MENU button in your app, please contact us at support@conferences.io to have it enabled.
TIP: We recommend making several announcements throughout your event to remind attendees to click on this option.
Adding Session Check-Ins
- Select "Your Check-Ins" in the menu
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Click "Add Your Information"
- Fill out all fields on the page, and click "Save"
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Click the "Add a Check-In" button to select sessions attended for CE credit.
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Click "Add" next to those sessions
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(Optional) Enter the "Session Check-In Code," add notes, and/or report partial attendance
- Click "Confirm This Check-In"
Reporting partial attendance
- Click "Report less than full credit (partial attendance)."
- Adjust the minutes based on the time actually spent in the session by moving the round button on the slider bar.
- Add a note related to your partial attendance
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Click "Confirm This Check-In"
NOTE: The slider moves in increments of 5 minutes and will max out at the length of the session (in the example below, the session was 60 minutes long).
After adding the session, the check-in will be displayed back on the "Your Check-Ins" page. Attendees can add additional check-ins or remove sessions as needed.
Check-in notes added during self-reporting mode can now be edited by Admins when managing attendance, as shown below.
Send a receipt
At any time, attendees can also click the "Send Now" button to receive an emailed receipt of their current list of sessions attended.
If Using a Mobile Event App
Many of our customers integrate their mobile event app with Conferences i/o. You might consider adding a menu choice in your event app for "Claim your CE Credits" (or something similar), which points to a URL like this one: https://myapp.cnf.io/checkin (replace 'myapp' with your Conference i/o app name).
Related to