Check In a New Family

A family walks up who are not in your records. You do not have to add them in People first: check-in can take them as it finds them, and the records it creates are the real ones.

Steps

1. In an open session, under Check In, choose + New family.

   

2. Fill in the family’s details: the household name, the parent or guardian, and each child with their birthday.

3. Save. Church HQ creates the household and everyone in it, and runs the same duplicate check it runs anywhere else, so a family who came last month is not added twice.

4. The children appear in the check-in list. Carry on as usual: confirm their rooms, then Confirm check-in and print the tags. See Check In a Child.

Good to know

• Birthdays matter here. They are what lets Church HQ suggest a room this week and next.
• The family is now yours to follow up. They are in People from this moment, so they can be added to a list, sent a welcome message, or followed up by a workflow.
• Keep the desk moving. If the queue is long, take the essentials and finish the rest later from the person’s record.