Check-In Customers on your phone

Digital Check-ins allow you to check in customers without printing paper rosters. Simply share a special link with your staff, and they can mark attendees as arrived directly from their phone or tablet. All updates sync immediately to your Workspace.


Who is digital check-in for?

  • Businesses who want to go paperless
  • Businesses who have seasonal/ young staff without access to Occasion's Workspace

In this article, you will cover:


What is the Benefit of the Digital Check-in?

Digital Check-ins eliminate the time-consuming process of printing attendee lists, distributing them to staff, and manually analyzing them afterward to see who attended.

Key benefits include:

  • No printing required - Save time and resources by going paperless
  • Real-time updates - All check-ins sync immediately to your Workspace
  • No login required - Staff don't need an Occasion account to check in guests
  • Fast access to information - View the full list of attendees instantly
  • Reduced errors - Eliminate mistakes from manual data entry and miscommunication
  • Perfect for seasonal staff - Share the link with temporary staff without giving them full Workspace access

The Digital Check-in link is only accessible when you share it. No one can access your attendee information without the link.

  1. From your Workspace Calendar, click on the event you want to check in guests for.
  2. Under the "Roster" tab, locate the "Check-in" button and copy the unique url link.
  3. Share the link with your staff via text, email, or your preferred communication method.

Your staff can open the link on any phone or tablet - no Occasion account required.

How do staff check in attendees?

Once your staff opens the Check-in link, they will:

  1. See the full list of attendees for that time slot.
  2. Tap on each checkbox next to each attendee's name to mark them as "attended".

  3. All updates will immediately appear in your Workspace.

Common Questions

1. Do staff members need an Occasion account to check in guests?

No. Staff can open the Digital Check-in link on their phone or tablet without logging in.

2. Is the Check-in link secure?

Yes. The link is only accessible when you share it. No one can access your attendee information without the unique link.

3. Can I see who has been checked in from my Workspace?

Yes. All check-ins sync immediately to your Workspace, so you can see real-time attendance data without waiting for staff to manually update spreadsheets.

4. What information can staff see when they open the Digital Check-in link?

Staff can see the full list of attendees for that specific time slot. They can mark attendees as "attended" with one tap.

Still need help? Contact Us Contact Us