How participants check in and out
Attendance lives inside the participant's own bundle dashboard, as a single panel that changes state depending on whether they're already checked in. This walks through what a participant sees and does, so you know what to expect when someone asks why a button won't work.
When the Attendance panel appears
The panel only shows once Enable Attendance Check-in is on for the bundle, and it only unlocks a working Check In button once the participant has passed every required course in the bundle — or the bundle has no required courses at all. Until then, the panel still appears, but with a locked message and a disabled Check In button in its place.
Checking in
The participant opens the Attendance panel on their own bundle dashboard.
If the bundle has locations configured, a dropdown asks them to Select a location — required whenever any exist. Picking one can reveal a description just underneath, if that location has one set.
If check-in fields are configured, each appears next to its label; a red asterisk marks the required ones, and checkboxes present as a Yes/No toggle rather than a plain checkbox.
They choose Check In. The dashboard remembers their last-picked location in the browser, so a repeat visit on the same device pre-selects it.
If a required field or location is left unanswered, the browser blocks the submit with an alert first — and the server checks again independently, so a required checkbox has to actually be set to Yes, and a required text field can't be just spaces. Nothing is recorded until every requirement is met.
Once check-in succeeds, the panel switches state: it shows "Checked in at {location} at {time}" — or just the time, if the bundle has no locations — and a Check Out button replaces the check-in form entirely. Checking in again while already checked in does nothing; there's always at most one open check-in per participant at a time.
Checking out
The participant chooses Check Out. It submits immediately, tied to the current open check-in record, and doesn't ask for any of the check-in fields again.
The dashboard reloads and briefly shows an "Attendance recorded." banner, which fades out on its own after a couple of seconds.
Once a participant has ever checked in, a "Last check-in" line stays visible under the panel even after checking out, so they can see their own most recent activity at a glance.
GOOD TO KNOW
A participant logged in by phone number or as a guest can check in and out exactly like anyone else — the only difference is they won't receive a check-in confirmation email, since there's no email address on their account to send one to.
If something isn't working
What next
The check-in form itself is built from the locations and fields you configure, and reviewed from a different portal entirely.