The Onsite App is your attendees' self-service interface to check in and print event badges at your venue. We've designed the Onsite App to be extremely customizable, so it fits right in with your event's branding, voice, and tone.

This guide walks you through each of the customization options available to you. 🎨 Read on, or watch the video below for a demo!

Onsite App configuration

In your Onsite Event, click the Onsite App tab.

Screenshot of the Onsite App page.

On the Onsite App page, there are four main configuration areas: Appearance, Check-in Page, Confirmation Page, and Other Settings. Let's take a look at each one in detail.

⭐ Keep in mind, if you change the default button, label, or page text, think carefully about keeping the text clear so attendees always know what's going on. Make sure you review everywhere that it's used in your app.

Appearance

Screenshot of the Appearance page in the Onsite App settings.

The Appearance Settings let you customize the visual aspects of the Onsite app including colors, button labels, and more. As you make changes, check out the Preview on the right, and use the Portrait and Landscape toggles to see how the app will look to attendees.

Check-in Options

By default, there are two check-in options available. If you prefer that attendees use only one of them, you can turn off the other. Click and drag the two-line icon next to each item to reorder them, or click the Edit button to change their settings.

When you edit the QR Code option, you can edit the following:

  • Name - The label that attendees see on the button. If you change it from its default, make sure you're still clearly telling the attendees where the button will lead them.

    Screenshot of the Check in with QR Code editing modal.

  • Icon - Click Upload Image to upload a custom Icon that appears on the button, or click Select Icon to choose from our list of 150,000 icons.

  • QR Scan Camera - This determines whether the front or back camera of the check-in tablet is activated when an attendee taps the QR Code option. If necessary, attendees can temporarily switch cameras while scanning their code.

  • QR Scan Instructions - These instructions appear while the check-in tablet camera is active. Consider adding specific contact details for attendees who may not have their ticket, or who need other assistance checking in.

When you edit the Search option, you can edit the following:

  • Name - The label that attendees see on the button. If you change it from its default, make sure you're still clearly telling the attendees where the button will lead them.

    Screenshot of the Check in with Search editing modal.

  • Icon - Click Upload Image to upload a custom Icon that appears on the button, or click Select Icon to choose from our list of 150,000 icons.

  • Search Detail Options - Attendees can use a simple search bar to find their profile and print their badge, or they can tap the Search Detail button to reveal the additional fields you choose here. Click and drag the two-line icon to reorder the options, and click the toggle to turn them off or on.

⭐️ Keep in mind, these selections don't affect what's printed on badges.

When you're done making edits to either check-in option, click Save Changes.

Layout

This option lets you choose which orientation your check-in devices will use. If you choose Portrait and Landscape, you can simply turn the check-in device, and the screen will rotate automatically. Select only one orientation to disable this, and the Onsite App will display only in the selected orientation.

Screenshot of the Layout section.

Background

This option lets you choose a custom Background Color or upload a Background Image. These serve as the backdrop for every page of the check-in process.

Screenshot of the Background section.

Whether you choose Background Color or Background Image, you'll select a Theme Color that determines the color of buttons and frames. When you choose a color, a complementary second color is automatically chosen. This secondary color helps ensure good contrast between elements in the app.

To upload an image, click the Use Background Image option, and then click the blue cloud icon in the upper right corner of one of the background image slots. You must upload two different images — a portrait version and a landscape version. Images must be JPEG or PNG type and a minimum of 1536 x 2048px/2048 x 1536.

Click Next at the bottom of the Appearance page to continue to the next step.

Check-in Page

The Check-in Page settings let you control what attendees see after they've scanned their QR code or tapped on their name. As you make changes, check out the Preview on the right, and use the Portrait and Landscape toggles to see how the app will look to attendees.

Screenshot of the Check in Page tab of Onsite App settings.

Fast Track

Normally, when an attendee scans their QR code or taps on their name in search, they see a page where they can review and edit their registration information, and then tap Print Badge.

With Fast Track enabled, an attendee's badge will start printing immediately after they scan their QR code or tap on their name. If speed and simplicity are important to your check-in experience, Fast Track is for you! If you enable Fast Track, the Check-in Settings section of this page disappears since those settings aren't relevant.

Check-in Settings

If you don't enable Fast Track, you can enter a custom Page Title for the page attendees see after they scan their QR code or tap on their name in search, and you can customize the Print Badge Button Text.

Screenshot of the Check-in Settings page.

Next, you can toggle Badge Fields on or off. Any fields that are toggled on will appear to attendees for information verification.

⭐️ Keep in mind, these toggles don't determine what's printed on attendee badges.

Click and drag the two-line icon next to items to reorder them, and click the pencil icon next to an item to make it Editable/Not Editable by the attendee. By default, you can show:

  • Profile Image

  • Full Name

  • First Name

  • Last Name

  • Email

  • Title

  • Company Name.

If your linked Socio Registration has custom Questions, or if you imported custom information, those fields will appear here too and can be set as editable.

⭐ Keep in mind, Profile Image, Email, and Attendee Type can't be set as editable.

When you're done making changes to the Check-in Page settings, click Next.

Confirmation Page

Confirmation Page settings let you customize the Title and Confirmation Text that appear after an attendees badge starts printing.

The Title acts as a prefix for the Printer Location which is set on each iPad as you set it up at the venue. You may want to remove "at" from the title so you can add the right preposition to the Printer Location for printers located in different places. For example, the Title can say "Your badge is being printed", and when you set up your iPads, one iPad's Location says "to your right", and another located in a different room might say "in the Sunlight room".

As you make changes, check out the Preview on the right, and use the Portrait and Landscape toggles to see how the app will look to attendees.

Screenshot of the Confirmation Page tab of Onsite App settings.

When you're done making changes, click Save & Continue.

Other Settings

The Other Settings page lets you choose a Settings Unlock Password and Timeout duration for the Scan/Search and Print Confirmation pages of the app.

Screenshot of the Other Settings tab of the Onsite App settings.

Settings Unlock Password

When you're using the Socio Onsite App on an iPad device, you may need to access the app's settings to reload badge data, access printer settings, and more. To unlock the Onsite Apps settings, you'll swipe up on the screen with 3 fingers, and then enter the password.

Enter a password that won't be easy for attendees to guess and that staff can easily remember.

Screen Timeout Settings

If an attendee walks away from a check-in device in the middle of searching or scanning, you don't want the app to remain on that screen. Use the Scan/Search Page Timeout slider to adjust how long that page remains active with no user input before the app returns to the main screen.

After an attendee prints their badge, they can tap the Complete button to return the app to the main screen. Use the Print Confirmation Page Timeout slider to adjust how long the Confirmation Page will be shown before the app automatically returns to the main screen.

When you're done adjusting the timeout sliders, click Save & Continue.

Screenshot of the Badge page.

Your Onsite App is all set up and ready to go! Now it's time to design some badges. To read all about creating badges, check this out.

Questions? Chat Us or Email [email protected]

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