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MinistryPlatform

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Check-In Kiosk

Add or Edit a Family via the Kiosk

Initial Setup

A SPoC must complete one-time initial setup to ensure the Add Family process goes smoothly. Go to Administration > Configuration Settings, and update the following settings as needed:

  • COMMON, defaultParticipantType: This is the Participant Type given to any new individual added.
  • COMMON, State: This determines the state abbreviation defaults for any address entered in the system.

If you selected a Group, the Group Role assigned is the Group Role defined in that Groups' Group Type record.

Add a Family During Check-In

Quickly add new people and families to or edit people and families in MinistryPlatform using the Check-In Kiosk. This process automatically adds the information to MinistryPlatform and allows them to check into your event.

  • SPoC must complete a one-time initial setup.
  1. At a workstation in Attended Mode (or Unattended Mode using the Attendant Password), click Add Family.
  2. Add the basic family information. This populates the Household record of MinistryPlatform. Only active congregations display in the drop-down menus. The Household record's Audit Log displays the date you created the record in the Check-In Suite.
    Image displaying the Add Family screen on the Check-In Suite.
  3. Click Add Member and enter information about one of the family members. This populates the Contact record of MinistryPlatform. The Contact record's Audit Log displays the date you created the record in Check-In Suite.
    1. For the family members that should be able to check in (for example, the child for a Children's Ministry event), select an Event in the Add Event drop-down list. For an Event to display in the list, you must select it on the Check-In Suite Homepage.
    2. For the family members that should be in a Group (for example, the child to be in a secure Children's Ministry Group), indicate the appropriate Group. This creates a Group Participant record.
    3. For Attributes, select the Attribute from the drop-down list, add a note, and click Add. Repeat as needed.
      Image displaying the Add/Edit Member screen.
  4. Click Save.
  5. Once you've added all family members, click Save on the Add Family screen.

Edit a Family During Check-In

Quickly edit a family using the Check-In Kiosk. This process automatically updates MinistryPlatform and allows the newly-updated information to be used in Check-In Suite immediately.

Note: Children's ages display in months in Check-In Suite until the child reaches two years old or 24 months.
  1. At a workstation in Attended Mode (or Unattended Mode using the Attendant Password), search for the family.
  2. Click Edit Family.
  3. Make the changes to the contact information, Congregation, or Source. The Household record's Audit Log shows these changes.
  4. To edit a specific family member, click the family member and edit as necessary. To add a new family member, click Add New Member.
    1. For the family members that should be able to check-in (for example, the child for a Children's Ministry event), select an Event in the Add Event drop-down menu. For an Event to appear in the drop-down menu, you must select it on the Check-In Suite Homepage.
    2. For the family members that should be in a Group (for example, the child to be in a secure Children's Ministry group), indicate the appropriate Group. This creates a Group Participant record.
    3. For Attributes, edit an existing Attribute. Select the Add Attribute drop-down list and making any changes to the Attribute Notes. You are not required to save. To remove an Attribute, click the trash icon. To add a new Attribute, click the Add Attribute and complete the Attribute Type and Notes. You are not required to save. Repeat as necessary.
  5. Click Save.

Add to Group

You can use Check-In Kiosk to add someone to a Group through the Add Family or Edit Family tools in Attended Mode. You must add any new child to a Group to ensure Security Name Tags print for them. When you add someone to a Group, keep in mind the following:

  • First, select the Event to return the list of Groups available to that Event.
  • You'll create a Group Participant record with the Default Group Role set on the Group Type record in the Platform.
  • If you added a Date of Birth before you add someone to a Group, the Check-In Suite prioritizes Group options and sorts the best match to the top and compares the Date of Birth with the Age in Months to Promote on the Group record.
  • When you add a person to the Group, the Group Participant Start Date is today's date, and they receive the Group Role indicated in the initial setup.
  • You can't remove someone from a Group or edit their Group Participation through the Check-In Suite. You can only complete this in MinistryPlatform or the Portal. As an alternate option, you could indicate a need to update the Group through a Family Care Note.
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Last updated: October 25, 2024