Setup Attendance Tracking

This guide takes you through the process of setting up Attendance Tracking for a project in the Core.


1) Create Your Project

  1. Contact your Entegy Distributor

2) Confirm Profile Requirements

3) Confirm Scan Method and Session Setup

  1. Method 1: Staff to scan attendee badges/tickets
  2. Method 2: Attendees to scan session QR code
  3. Method 3: Attendees to self-check-in at automated scanning station
  4. Method 4: Attendee to self-check-in through the App - no scanning required

4) Setup Schedule

5) Load Attendee Profiles

  1. Confirm badge requirements
  2. Upload your attendee profile data to the Core  

6) Setup Sessions in Track

  1. Generate session codes
  2. Setup Session Access Rules (Optional)
  3. Setup Tracking Session Groups (Optional)

7) Configure Scan Method

There are three scanning options for Attendance Tracking

  1. Staff to Scan
  2. Attendees to Scan
  3. Attendees to Self Check-in

8) Setup Complete - Test

9) Communication

  1. Staff to scan - Communicate to staff how to use the Track app
  2. Attendee to scan - Communicate to attendees how to scan