[IMP] Events: Update Registration Desk page

closes odoo/documentation#17028

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
This commit is contained in:
kaili
2026-03-19 17:02:56 -07:00
parent fb6ecb5984
commit c36c6cd402
3 changed files with 38 additions and 39 deletions

View File

@@ -2,81 +2,80 @@
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.
The *Registration Desk* feature in Odoo **Events** allows users 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.
On a mobile device (on the Odoo app or in a browser), navigate to :menuselection:`Events app -->
Registration Desk` to open 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`.
In the :guilabel:`Registration Desk` box, the user has the option 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.
To scan the code on event attendees' badges, navigate to :menuselection:`Events app --> Registration
Desk` and tap the :guilabel:`Scan or Tap` 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.
Once Odoo has access to the camera, a :guilabel:`Barcode Scanner` pop-up window appears, showing a
viewfinder box in the camera frame. The size of the box can be manually adjusted by dragging 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.
When the badge code is in the middle of the view-finder box, the code is scanned and the
:guilabel:`Barcode Scanner` pop-up window disappears. The attendee is then granted access to the
event and 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.
If the scanned barcode is invalid, an error pop-up message appears in the upper-right corner.
Select attendee
Select Attendee
===============
Manually grant access to event attendees, by navigating to :menuselection:`Events app -->
Registration Desk`, and selecting the :guilabel:`Select Attendee` option.
To manually grant access to event attendees, navigate to :menuselection:`Events app --> Registration
Desk` and tap 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.
This opens an :guilabel:`Attendees` page with all registered attendees across events in the
database. By default, this page opens in the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view,
allowing the user to see an overview of all attendees at a glance. Each attendee is displayed as a
card with their name, registered event, associated company (if applicable), ticket type (if
applicable), and registration status.
Alternatively, users can view a detailed list of all attendees using the :icon:`oi-view-list`
:guilabel:`(List)` view. Each attendee is displayed on a line with their name, contact information,
registered event, ticket type, registration status, and an option to :guilabel:`Mark as Attending`.
.. 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 an attendee and mark them as :guilabel:`Attended` in the Kanban view, click on
their card. The resulting pop-up window notifies the user that the attendee has been marked as
registered. Click :guilabel:`Continue` at the bottom-left to mark the attendee as
:guilabel:`Attended`.
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.
Alternatively, in the List view, click on the :guilabel:`Mark as Attending` button on the attendee's
line. The button then disappears and the attendee's registration status changes to
:guilabel:`Attended`.
.. tip::
It is recommended to use an event-specific filter on the :guilabel:`Attendees` page, via the
search bar drop-down menu.
Users can apply :doc:`filters and grouping options <../../essentials/search>` on the
:guilabel:`Attendees` page in both the Kanban and List views to narrow down a large list of
attendees or reorganize the page by specific categories.
To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside the seach bar to
To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside the search 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`

Binary file not shown.

Before

Width:  |  Height:  |  Size: 33 KiB

After

Width:  |  Height:  |  Size: 108 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 26 KiB

After

Width:  |  Height:  |  Size: 126 KiB