Event Check-In & Form Submissions App

The free FormSmarts Check-In iOS App lets customers and their staff check in guests who have registered for an event using a FormSmarts form. But it's also a general-purpose app that allows members to search, browse, access and edit any form submission on the go.

Check-in is performed by scanning a QR code or using the camera to read a registration reference number. The App can also look up a registration by email address or phone number, display individual registration details, and let staff annotate a registration with tags and notes.

Features

• QR code check-in — Scan the QR code from a guest’s registration confirmation email to check them in instantly
• Reference number check-in — Use the camera to read a registration's reference number as a fallback when a guest’s QR code is unavailable
• Check-in history — Review the list of guests already checked in
• Guest lookup — Search for a registration by phone number or email address, filter by check-in status, form or tags
• Registration details — View an individual registration and check in or cancel a guest’s check-in
• Tags — See the tags of a registration and add or remove your own
• Notes — Read the notes attached to a registration and write your own
• Editing — Edit a registration to correct a guest’s answers, such as a misspelt name or email address
• Attachments — Open the files a guest uploaded with their registration
• Sharing — Send a registration to a colleague, with a link that opens straight in their Check-In App
• Teamwork — The app allows staff to log in on their phone with their own FormSmarts sub-user
• Works with a poor connection — Tells staff when the device is offline instead of failing silently, and keeps them logged in

Logging In

For security reasons, the Check-In App does not accept the main email address and password associated with a FormSmarts account (admin credentials). Instead, customers should create a dedicated sub-user account for each member of the event team and share the relevant registration forms with them, as described below.

Setting Up Your Team

Follow these steps to set up your team for event check-in.

1. Create an Account Alias — Set an account alias in your FormSmarts account settings. Your team members will use this alias to identify your account when logging in to the App.
2. Create a user for each team member — Add a sub-user for each member of your event team in the User Management Dashboard.
3. Grant permissions on your registration forms — Share each registration form with the appropriate team members and assign the permissions they need. The App supports events with multiple registration forms, so repeat this step for each form.

Permissions

The permissions required depend on the team member’s role at the event:

Check-in Operator

An operator who checks in participants by scanning QR codes only needs View permission on the registration form.

Check-in Leader

The event's check-in leader needs View and optionally Edit permissions on all registration forms for the event. Edit permission (which is toggled off the screenshot below) allows the event's check-in leader to cancel a guest's check-in, to add or remove tags, and to edit a registration. Writing notes only requires View permission, so any member of your team can annotate a registration. A Check-In Leader also need Access permission to Reports & Search, so they can view individual registrations and look up guests who arrive without a confirmation email using a phone number or email address.¹

Access to Attachments and Signatures

Files uploaded with a form submission, and electronic signatures, are governed by their own permission. Grant Access to Form Attachments to the team members who need to open an attachment or see a signature in the App. Without it, the App still lists the name of each file, but it can’t be opened and signatures are not displayed.

Syncing App Permissions

If you updated the permissions of a user who is already logged in to the app, ask them to pull down the Settings tab to refresh permissions in the app.

App Settings

By default, the Check-In App works with all forms the logged-in user has access to. This means that if a user has permissions on registration forms for multiple events — or on both a registration form and an unrelated form such as a contact form — the App will accept QR codes for all of them.

To avoid participants being checked in against the wrong form, open the App’s settings and select only the registration form (or forms) for your event, deselecting all others. This is the one setting you should configure before every event.

Searching Registrations

The Search tab looks up a registration by email address or phone number. Leave the search box empty to browse the most recent registrations.

Below the search box, three tabs filter results by check-in status:

• Not Checked In — the default, so the guests you still expect are the ones you see first
• Checked In — guests already checked in
• All — every registration, whatever its status

The filter button at the top right narrows results further, by registration form, by tags, or by system tags. Only the forms you selected for the event in the App’s settings are listed. Active filters appear as chips under the tabs; tap one to remove it. Prefix a tag with not: — for example not:VIP — to exclude registrations carrying it.

The Search tab requires Access permission to Reports & Search.¹

Check-In History

The History tab lists the guests checked in on this device over the last 24 hours, most recent first, with the time shown as an age — 2 minutes ago, 3 hours ago — so staff can tell at a glance whether a guest was just scanned.

Press and hold an entry in the list for the actions available to you:

• Share Entry — see Sharing a Form Submission below
• Add Note and Add Tag — annotate the registration without opening it
• Cancel Check-In — mark the guest as not checked in, with Edit permission on the form

Team members without Access to Reports & Search see only the first characters of each reference number, and can’t open the registration itself. They can still share it with the team leader, who can take appropriate action as described below.

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A General-Purpose App to Manage Form Entries

Search, browse, access and edit form submissions on the go.

The Search Tab

While the Scan and History tabs of the app are designed for event check-in, the Search tab¹ offers a convenient way to look up and access form submissions from your phone at any time. It works with any FormSmarts forms and is not only intended to be used for guests management.

You can search form responses by:

• Email address
• Phone number
• FormSmarts reference number
• PayPal or Stripe payment ID

You can also filter results by tags and form.

Browse Form Entries

Leaving the search box empty lists the most recent submissions for the forms in your user account, the equivalent of the “latest” search query on the FormSmarts website. Use the Filter button at the top of the screen to show entries for a specific form and filter results by tags or system tags.

View Form Submissions

You can view form submissions, add notes, tag them, amend them, reply to the person who submitted them and set reminders on the go. You can also share a submission with another user of the app in your account.

Stay Logged In to FormSmarts

Once you've logged in to the app with your FormSmarts credentials (user account only), you won't need to log in again as long as you use it at least every two weeks. As noted in the security section, we recommend enabling Face ID to protect access to data in your account.

The Search tab requires Access permission to Reports & Search.

Download iOS app 

Tags and Notes

Open a form submission to see its tags and notes at the bottom of the screen.

Tags label a form submission — VIP, Follow up, Paid. Tap Add Tag to add one; the App suggests tags already used in your account as you type, and you can enter several at once by separating them with commas. Press and hold a tag to delete it. Tags set by FormSmarts itself are shown in a lighter colour and can’t be edited. Adding or removing tags requires Edit permission on the form.

Notes record what happened with a form submission, in up to 400 characters. Any team member with View permission can write one, and it is attributed to them and visible to everyone else who opens the submission, in the App and on the FormSmarts website. Press and hold your own note to edit or delete it.

Editing a Form

Customers sometimes need to amend a form submission to correct a misspelt name, add missing information or update a phone number. To edit a form entry, open it and press and hold the field, and tap Edit.

Every change is recorded and attributed to the user who made it, so an amendment can always be traced. To audit a field, press and hold it and tap Revision History: each revision is listed with its author and date, with removed text struck through in red and added text underlined in green, as on the website.

Amending a form submission requires Edit permission on the form. Uploaded files can’t be changed in the App; update them on the FormSmarts website.

Replying to a Form Submission in the App

To reply¹ to the person who submitted a form in the app, open their submission, tap the menu button at the top right and choose Reply. They receive your message by email, above a copy of their submission. When a submission has several email addresses, Reply All sends it to each of them, up to three. Turn on Sign as to add your name to the message.

The person can only respond to the email if your account has a Public Email Address, in which case their response goes to that address.

Reminders

When you need to do something about a form submission later, open it, tap the menu button at the top right and choose Remind Me. Pick when you want to be reminded and write what you need to do.

• Email Reminder — FormSmarts emails you² at the date and hour you choose, as with the reminders you set on the website. Reminders are personal and not visible to other users. The reminders you have already set on a submission are listed when you add a new one; swipe one to cancel it. Email reminders are available with a Premium plan or higher.
• Add to Calendar — adds an event with an alert to your phone’s calendar. The event links to the submission in the App and on the FormSmarts website, so you can also open it from a computer your calendar syncs with.

Attachments and Signatures

If your form allows users to upload documents, you can open uploaded files in the app.

Attachments and signatures require Access to Form Attachments. A team member without that permission sees the name of each uploaded file but can’t open it, and sees a note that a signature is on file instead of the signature itself.

Sharing a Form Submission

Share in the menu at the top right of a form submission, and the Share Entry action in the History tab, send a submission to a colleague.

What is shared depends on the sender’s permissions. Team members with Access to Reports & Search share a link to the submission on the FormSmarts website. Team members without that permission share a link that carries no reference number and opens the submission directly in the recipient’s Check-In App — for example, a check-in operator can pass a registration to their check-in leader, who can cancel the check-in or amend it. The recipient still needs permission to view the submission.

Securing Users Data

Team members with Access to Reports & Search can view all submissions to the forms shared with them on their personal device. This data is likely to include personally identifiable information (PII), so it is worth taking a moment to protect it.

The App’s authentication token is valid for two weeks, giving your team the continuous access they need without having to log in repeatedly. To prevent unauthorized access if a device is lost or left unattended, we recommend you ask them to require Face ID to open the App: press and hold the App icon on the home screen and tap Require Face ID.

What your team members do with their phones is beyond your control, so we suggest you suspend users when they have no legitimate reason to use the app, for example after an event. To suspend an account, click on the menu icon in the Actions column in the User Management section of your account and click Suspend User.

Working Offline

Venue Wi-Fi is sometimes unreliable or overloaded, so the App is explicit about losing its connection. A request that can’t reach FormSmarts shows a No Internet Connection message rather than a generic error, and staff stay logged in. When the connection comes back, the message says so and the operator taps Try Again; nothing is re-sent on its own, so a guest is never checked in without someone seeing the result.

The App needs a connection to check a guest in, so we recommend testing mobile reception at the check-in desk before the event, and arranging a fallback if it is poor.

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1. Data search and share/reply by email in the app and on the website are not available with Starter and Plus subscriptions.
2. Email reminders in the app and on the website are not available with Plus subscriptions.