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[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>
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Registration Desk
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=================
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Use the *Registration Desk* feature in Odoo **Events** to grant access to registered event attendees
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as they arrive, and store attendee-related data in the reporting metrics.
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The *Registration Desk* feature in Odoo **Events** allows users to grant access to registered event
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attendees as they arrive and store attendee-related data in the reporting metrics.
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Registration Desk page
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======================
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On a mobile device (on the Odoo app or in a browser), open the :menuselection:`Events app`, and
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click the :guilabel:`Registration Desk` to view the :guilabel:`Registration Desk` page.
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On a mobile device (on the Odoo app or in a browser), navigate to :menuselection:`Events app -->
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Registration Desk` to open the :guilabel:`Registration Desk` page.
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.. image:: registration_desk/registration-desk-page.png
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:align: center
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:alt: The Registration Desk page in the Odoo Events application.
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At the bottom of the :guilabel:`Registration Desk` box, there are options to either :guilabel:`Scan
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a badge` or :guilabel:`Select Attendee`.
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In the :guilabel:`Registration Desk` box, the user has the option to either :guilabel:`Scan a badge`
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or :guilabel:`Select Attendee`.
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Scan a badge
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============
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Scan the codes present on event attendee badges, by navigating to :menuselection:`Events app -->
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Registration Desk`, and selecting the :guilabel:`Scan a badge` option.
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To scan the code on event attendees' badges, navigate to :menuselection:`Events app --> Registration
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Desk` and tap the :guilabel:`Scan or Tap` option.
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.. important::
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Odoo **must** be granted access to the camera being used for the :guilabel:`Scan a badge` option
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to work.
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Once Odoo has access to the camera, a :guilabel:`Barcode Scanner` pop-up window appears, showing the
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camera's point-of-view. There is also a specified view finder box present, whose size can be
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manually modified, accordingly, using the :icon:`fa-crop` :guilabel:`(crop)` icon.
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Once Odoo has access to the camera, a :guilabel:`Barcode Scanner` pop-up window appears, showing a
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viewfinder box in the camera frame. The size of the box can be manually adjusted by dragging the
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:icon:`fa-crop` :guilabel:`(crop)` icon.
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.. image:: registration_desk/barcode-scanner-window.png
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:align: center
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:alt: The Barcode Scanner window of the Registration Desk in the Odoo Events application.
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When the badge code is in the middle of the view finder box, the code is scanned, the
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:guilabel:`Barcode Scanner` pop-up window disappears, and the attendee is granted access to the
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event. Once the code is scanned, their attendance is logged in the Odoo **Events** app.
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When the badge code is in the middle of the view-finder box, the code is scanned and the
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:guilabel:`Barcode Scanner` pop-up window disappears. The attendee is then granted access to the
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event and their attendance is logged in the Odoo **Events** app.
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If the barcode being scanned is invalid, an error pop-up message appears in the upper-right corner.
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If the scanned barcode is invalid, an error pop-up message appears in the upper-right corner.
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Select attendee
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Select Attendee
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===============
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Manually grant access to event attendees, by navigating to :menuselection:`Events app -->
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Registration Desk`, and selecting the :guilabel:`Select Attendee` option.
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To manually grant access to event attendees, navigate to :menuselection:`Events app --> Registration
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Desk` and tap the :guilabel:`Select Attendee` option.
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Odoo reveals an :guilabel:`Attendees` page, with all the attendees for every event in the database,
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in a default :icon:`oi-view-kanban` :guilabel:`Kanban` view.
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This opens an :guilabel:`Attendees` page with all registered attendees across events in the
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database. By default, this page opens in the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view,
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allowing the user to see an overview of all attendees at a glance. Each attendee is displayed as a
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card with their name, registered event, associated company (if applicable), ticket type (if
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applicable), and registration status.
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Alternatively, users can view a detailed list of all attendees using the :icon:`oi-view-list`
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:guilabel:`(List)` view. Each attendee is displayed on a line with their name, contact information,
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registered event, ticket type, registration status, and an option to :guilabel:`Mark as Attending`.
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.. image:: registration_desk/attendees-page.png
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:align: center
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:alt: The Attendees page, via the Registration Desk, located in the Odoo Events application.
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On the :guilabel:`Attendees` page, each attendee card displays that person's name, which event they
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are registered to attend, their associated company (if applicable), what ticket tier they purchased
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(if applicable), along with two buttons: a :icon:`fa-check` :guilabel:`(checkmark)` and
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:icon:`fa-undo` :guilabel:`(counter-clockwise arrow)`.
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To grant access to an attendee and mark them as :guilabel:`Attended` in the Kanban view, click on
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their card. The resulting pop-up window notifies the user that the attendee has been marked as
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registered. Click :guilabel:`Continue` at the bottom-left to mark the attendee as
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:guilabel:`Attended`.
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To grant access to a person, marking them as attended, click the :icon:`fa-check`
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:guilabel:`(checkmark)` button on that attendee's card.
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Click the :icon:`fa-undo` :guilabel:`(counter-clockwise arrow)` button on an attendee's card to undo
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the previous action.
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Alternatively, in the List view, click on the :guilabel:`Mark as Attending` button on the attendee's
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line. The button then disappears and the attendee's registration status changes to
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:guilabel:`Attended`.
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.. tip::
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It is recommended to use an event-specific filter on the :guilabel:`Attendees` page, via the
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search bar drop-down menu.
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Users can apply :doc:`filters and grouping options <../../essentials/search>` on the
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:guilabel:`Attendees` page in both the Kanban and List views to narrow down a large list of
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attendees or reorganize the page by specific categories.
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To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside the seach bar to
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To do that, click the :icon:`fa-sort-desc` :guilabel:`(down arrow)` beside the search bar to
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reveal a drop-down menu with :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites`
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options.
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For example, click the :guilabel:`Event` option, in the :guilabel:`Group By` column. Then, click
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away to remove the drop-down menu. Odoo reveals the :guilabel:`Attendees` page with
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event-specific columns, allowing users to locate specific event attendees.
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.. seealso::
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:doc:`../../essentials/search`
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