diff --git a/content/applications/marketing/events.rst b/content/applications/marketing/events.rst index 4b2661479..ccb5b4e97 100644 --- a/content/applications/marketing/events.rst +++ b/content/applications/marketing/events.rst @@ -214,3 +214,4 @@ event-creation process. events/event_templates events/event_booths events/event_tracks + events/registration_desk diff --git a/content/applications/marketing/events/registration_desk.rst b/content/applications/marketing/events/registration_desk.rst new file mode 100644 index 000000000..a8f5d815a --- /dev/null +++ b/content/applications/marketing/events/registration_desk.rst @@ -0,0 +1,82 @@ +================= +Registration Desk +================= + +Use the *Registration Desk* feature in Odoo **Events** to grant access to registered event attendees +as they arrive, and store attendee-related data in the reporting metrics. + +Registration Desk page +====================== + +On a mobile device (on the Odoo app or in a browser), open the :menuselection:`Events app`, and +click the :guilabel:`Registration Desk` to view the :guilabel:`Registration Desk` page. + +.. image:: registration_desk/registration-desk-page.png + :align: center + :alt: The Registration Desk page in the Odoo Events application. + +At the bottom of the :guilabel:`Registration Desk` box, there are options to either :guilabel:`Scan +a badge` or :guilabel:`Select Attendee`. + +Scan a badge +============ + +Scan the codes present on event attendee badges, by navigating to :menuselection:`Events app --> +Registration Desk`, and selecting the :guilabel:`Scan a badge` option. + +.. important:: + Odoo **must** be granted access to the camera being used for the :guilabel:`Scan a badge` option + to work. + +Once Odoo has access to the camera, a :guilabel:`Barcode Scanner` pop-up window appears, showing the +camera's point-of-view. There is also a specified view finder box present, whose size can be +manually modified, accordingly, using the :icon:`fa-crop` :guilabel:`(crop)` icon. + +.. image:: registration_desk/barcode-scanner-window.png + :align: center + :alt: The Barcode Scanner window of the Registration Desk in the Odoo Events application. + +When the badge code is in the middle of the view finder box, the code is scanned, the +:guilabel:`Barcode Scanner` pop-up window disappears, and the attendee is granted access to the +event. Once the code is scanned, their attendance is logged in the Odoo **Events** app. + +If the barcode being scanned is invalid, an error pop-up message appears in the upper-right corner. + +Select attendee +=============== + +Manually grant access to event attendees, by navigating to :menuselection:`Events app --> +Registration Desk`, and selecting the :guilabel:`Select Attendee` option. + +Odoo reveals an :guilabel:`Attendees` page, with all the attendees for every event in the database, +in a default :icon:`oi-view-kanban` :guilabel:`Kanban` view. + +.. image:: registration_desk/attendees-page.png + :align: center + :alt: The Attendees page, via the Registration Desk, located in the Odoo Events application. + +On the :guilabel:`Attendees` page, each attendee card displays that person's name, which event they +are registered to attend, their associated company (if applicable), what ticket tier they purchased +(if applicable), along with two buttons: a :icon:`fa-check` :guilabel:`(checkmark)` and +:icon:`fa-undo` :guilabel:`(counter-clockwise arrow)`. + +To grant access to a person, marking them as attended, click the :icon:`fa-check` +:guilabel:`(checkmark)` button on that attendee's card. + +Click the :icon:`fa-undo` :guilabel:`(counter-clockwise arrow)` button on an attendee's card to undo +the previous action. + +.. tip:: + It is recommended to use an event-specific filter on the :guilabel:`Attendees` page, via the + search bar drop-down menu. + + To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside the seach bar to + reveal a drop-down menu with :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` + options. + + For example, click the :guilabel:`Event` option, in the :guilabel:`Group By` column. Then, click + away to remove the drop-down menu. Odoo reveals the :guilabel:`Attendees` page with + event-specific columns, allowing users to locate specific event attendees. + +.. seealso:: + :doc:`../../essentials/search` diff --git a/content/applications/marketing/events/registration_desk/attendees-page.png b/content/applications/marketing/events/registration_desk/attendees-page.png new file mode 100644 index 000000000..79eb05927 Binary files /dev/null and b/content/applications/marketing/events/registration_desk/attendees-page.png differ diff --git a/content/applications/marketing/events/registration_desk/barcode-scanner-window.png b/content/applications/marketing/events/registration_desk/barcode-scanner-window.png new file mode 100644 index 000000000..f3ca6912d Binary files /dev/null and b/content/applications/marketing/events/registration_desk/barcode-scanner-window.png differ diff --git a/content/applications/marketing/events/registration_desk/registration-desk-page.png b/content/applications/marketing/events/registration_desk/registration-desk-page.png new file mode 100644 index 000000000..9e81e2fc4 Binary files /dev/null and b/content/applications/marketing/events/registration_desk/registration-desk-page.png differ