[ADD] events: registration desk doc (17)
closes odoo/documentation#10439
X-original-commit: 65e7f1b3c5
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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@ -214,3 +214,4 @@ event-creation process.
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events/event_templates
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events/event_booths
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events/event_tracks
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events/registration_desk
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content/applications/marketing/events/registration_desk.rst
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82
content/applications/marketing/events/registration_desk.rst
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=================
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Registration Desk
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=================
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Use the *Registration Desk* feature in Odoo **Events** to grant access to registered event attendees
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as they arrive, and store attendee-related data in the reporting metrics.
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Registration Desk page
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======================
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On a mobile device (on the Odoo app or in a browser), open the :menuselection:`Events app`, and
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click the :guilabel:`Registration Desk` to view the :guilabel:`Registration Desk` page.
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.. image:: registration_desk/registration-desk-page.png
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:align: center
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:alt: The Registration Desk page in the Odoo Events application.
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At the bottom of the :guilabel:`Registration Desk` box, there are options to either :guilabel:`Scan
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a badge` or :guilabel:`Select Attendee`.
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Scan a badge
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============
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Scan the codes present on event attendee badges, by navigating to :menuselection:`Events app -->
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Registration Desk`, and selecting the :guilabel:`Scan a badge` option.
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.. important::
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Odoo **must** be granted access to the camera being used for the :guilabel:`Scan a badge` option
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to work.
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Once Odoo has access to the camera, a :guilabel:`Barcode Scanner` pop-up window appears, showing the
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camera's point-of-view. There is also a specified view finder box present, whose size can be
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manually modified, accordingly, using the :icon:`fa-crop` :guilabel:`(crop)` icon.
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.. image:: registration_desk/barcode-scanner-window.png
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:align: center
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:alt: The Barcode Scanner window of the Registration Desk in the Odoo Events application.
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When the badge code is in the middle of the view finder box, the code is scanned, the
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:guilabel:`Barcode Scanner` pop-up window disappears, and the attendee is granted access to the
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event. Once the code is scanned, their attendance is logged in the Odoo **Events** app.
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If the barcode being scanned is invalid, an error pop-up message appears in the upper-right corner.
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Select attendee
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===============
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Manually grant access to event attendees, by navigating to :menuselection:`Events app -->
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Registration Desk`, and selecting the :guilabel:`Select Attendee` option.
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Odoo reveals an :guilabel:`Attendees` page, with all the attendees for every event in the database,
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in a default :icon:`oi-view-kanban` :guilabel:`Kanban` view.
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.. image:: registration_desk/attendees-page.png
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:align: center
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:alt: The Attendees page, via the Registration Desk, located in the Odoo Events application.
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On the :guilabel:`Attendees` page, each attendee card displays that person's name, which event they
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are registered to attend, their associated company (if applicable), what ticket tier they purchased
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(if applicable), along with two buttons: a :icon:`fa-check` :guilabel:`(checkmark)` and
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:icon:`fa-undo` :guilabel:`(counter-clockwise arrow)`.
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To grant access to a person, marking them as attended, click the :icon:`fa-check`
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:guilabel:`(checkmark)` button on that attendee's card.
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Click the :icon:`fa-undo` :guilabel:`(counter-clockwise arrow)` button on an attendee's card to undo
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the previous action.
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.. tip::
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It is recommended to use an event-specific filter on the :guilabel:`Attendees` page, via the
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search bar drop-down menu.
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To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside the seach bar to
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reveal a drop-down menu with :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites`
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options.
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For example, click the :guilabel:`Event` option, in the :guilabel:`Group By` column. Then, click
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away to remove the drop-down menu. Odoo reveals the :guilabel:`Attendees` page with
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event-specific columns, allowing users to locate specific event attendees.
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.. seealso::
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:doc:`../../essentials/search`
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