Support Center
Greet Onboarding Guide
This guide covers everything you need to get Greet running for your event: check-in setup, badges, printers, connectivity, logins, and the Certain Platform integration. The first sections apply to every Greet customer. The Certain Platform Integration section at the end applies only if your events live in the Certain Platform.
Check-In & On-Site Setup
Greet supports two check-in modes: staff mode for a staffed registration desk, and kiosk mode for self-service stations. You can run one or both at the same event.
Staff Mode vs. Kiosk Mode
In staff mode, a team member sits at a desk on a phone, tablet, or laptop. They log in with a short staff passcode and check people in by searching a name or scanning a QR code. It's the right choice when you want a person at the desk who can handle walk-ins, confirm synced questions, or talk attendees through something.
In kiosk mode, tablets run as unattended self-service stations. The attendee walks up, types their name or scans their QR code, moves through the configured workflow, and the badge prints. No staff needed at that station.
For a fast, hands-off check-in, kiosk mode is usually the better fit. Use staff mode when you need a human in the loop.
Configuring the Check-In Workflow
The workflow is fully configurable. You can make it as short as search or scan, then print — or add steps in between. Available step types include:
- Custom questions you author in Greet
- Synced questions from your registration system
- A disclaimer or signature step
- Badge review before print
- Badge print
You control how many steps there are and in what order. There's no required minimum beyond the check-in itself.
Walk-Ins
Staff mode supports walk-in registration. You decide whether that option is available, and you control what information is collected from walk-ins through the walk-in form configuration in Settings. Once a walk-in is added and you hit check-in, Greet runs the same workflow as a pre-registered attendee.
Tips for Event Day
- Decide your check-in mode (staff, kiosk, or both) before the event and configure accordingly in Settings.
- Test the full workflow on site, with the real printers and network, before doors open.
- For kiosk mode, confirm the attendee cache has loaded (look for the Cached chip on the welcome screen) so the device can work offline if needed.
Badges & Printing
Greet prints badges on demand at check-in using the badge templates and printer assignments you configure before the event.
Supported Image Formats
Badge graphics must be PNG or JPEG. Greet doesn't accept vector files (SVG, AI, EPS, PDF) due to security restrictions. Ask your creative team to export a raster version before uploading.
Color Printing
Color printing is supported on color printers available through your hardware rental partner. Confirm color availability when placing your hardware order.
Two-Sided Badges
Greet supports dual-sided and two-sided foldable layouts. In the badge template, set the layout type to enable back-side printing. For the back you can:
- Duplicate and rotate the front design
- Add a standard agenda (same for all attendees)
- Print a personal agenda (the attendee's specific sessions)
You can resize and reposition elements on both sides independently.
Personal Agendas on the Badge
To print an attendee's personal agenda on their badge, assign them to the right sessions in your source system. That session data (name, time, date, location) can then appear on the badge back.
Note: Agenda items, as distinct from sessions, are on the near-term roadmap but not yet available for badge printing.
Custom Fields on the Badge
Any custom field or question you've set up in Greet is available as a dynamic badge element. For example, to print a region or division:
- Load the value into a custom question or field.
- Map that field to the badge template.
Session and agenda data don't push directly onto the badge as a field today. The workaround is to move the value into a custom question, which then becomes available on the badge.
Attendee-Type-Specific Badges
You can customize what prints for specific attendee types. Under Badges → Badge Assignments, create a separate assignment for the type you want to differentiate (for example, Exhibitor), then add the attendee-type field to that assignment only. Attendees not in that type use a different assignment and won't get that field printed.
Pre-Printing Badges
Batch pre-printing: Once a printer is connected, open the attendee list. To print a single badge, use the three-dot menu next to the attendee's name and select preview/print. To pre-print a group, select multiple attendees (or select all) and use the print button above the list to send the batch to the printer. If a detail changes after pre-printing, the badge can be reprinted from the attendee record.
Pre-printed badge stock: You can have your print vendor pre-print the color graphic onto badge stock before the event. On site, Greet then prints only the variable attendee details onto the pre-printed stock. Confirm the layout and stock type with your hardware rental partner so the variable fields align with the graphic.
Printers & Hardware
Greet works with printers supplied through your hardware rental partner.
How Many Stations Do You Need?
Size for your arrival peak, not your total headcount. Most attendees arrive in a tight window before the first session or keynote, so the question is how many people you expect in the busiest 30-minute window, not how many are registered overall. Your hardware rental partner can give you a sizing estimate based on the printers you rent and your expected volume.
Sharing Printers Across Stations
Multiple check-in stations can route to one printer, or you can run one printer per station. Greet shows which printer each station routes to, based on the naming convention set up by your rental partner (for example, Station 1, Station 2, Station 3).
Rerouting if a Printer Goes Down
If a printer runs out of ink or paper mid-event:
- Open the Printer tab at the top of the Greet screen.
- Select a different available printer.
- Continue checking in.
The switch is fast and works in both kiosk and staff mode, so a single printer issue doesn't stop the line.
What is PrintNode?
PrintNode is the print-management layer running behind Greet's printing. You don't configure it directly. When you rent hardware, the partner ships a laptop with PrintNode credentials and your printers already loaded. On site, you turn it on and it works.
PrintNode also lets Certain and your rental partner monitor your printers remotely. If a printer goes offline, they can see it and send a test print without being on site, which makes remote support much faster.
IP Addresses and Printer Configuration
For AirPrint printers (the standard setup for most events), no IP configuration is needed. The rental partner pre-selects and names the printers before shipping. On rented tablets, you'll only see the printers set up for your specific event.
Connectivity & Offline Mode
Greet is built to keep running when the internet doesn't cooperate.
Internet Speed Requirements
Speed usually isn't the issue. Greet runs fine on 4G or 5G if Wi-Fi is unavailable. The more important question to ask the venue is whether their network can handle as many concurrent connections as you'll run at the registration desk.
If the guest Wi-Fi is solid on concurrent connections, you can use it. Alternatively, the venue can segment off a dedicated network for the reg desk, which keeps your check-in traffic isolated from attendee browsing.
Does Check-In Work If the Internet Goes Down?
Yes. As long as the local network is up, check-in keeps running even if the internet connection itself drops. You can check in attendees, print badges, and add walk-ins. Greet queues everything and syncs back to the server the moment the connection returns. It's built for situations like scanning attendees onto a bus with no signal, then syncing the check-ins when connectivity is restored.
To make sure offline mode is ready before doors open, confirm the Cached chip is visible on the kiosk welcome screen. That means the attendee data has been downloaded to the device.
Should You Get Backup Wi-Fi?
For a first event at a new venue, it's worth it. Your hardware rental partner can include a backup Wi-Fi device with your order. If the venue internet drops, the switch happens automatically. It's a small added cost for a meaningful safety net.
Login, Users & Admins
How to Log In
Everyone logs in at greet.certain.com. Greet doesn't use traditional usernames and passwords in normal operation. Instead:
- Enter your email address or cell phone number.
- You'll receive a six-digit one-time code (OTP) by email or text.
- Enter the code to access your account.
A default backup password exists for emergencies, but the OTP method is the standard for day-to-day use.
Phone Numbers for OTP
Email OTP works on its own, so a phone number isn't required. If you'd prefer to receive your code by text, add your phone number to your user record. Include the country code (for example, +1 before a US number).
Staff Access on Event Day
On-site staff don't log in the same way admins do. Instead, you set up a staff passcode in the event's Settings. Staff visit the Staff Login URL (found in Settings → Access) and enter the passcode to get in.
This keeps event-day access simple and fast without sharing full admin credentials. Set an Access Window so the passcode automatically expires after your event ends.
External Partners
Partners are set up under a separate partner user type and tagged to your account. This lets them support your event without any crossover into other customers' data. When a partner works across multiple accounts, they log out and back in to switch between them, keeping each customer's database isolated.
Getting Help
The In-App Help Button
Greet has a Help button built into the app. Click it to open an AI assistant that can answer how-to questions in plain language. For example, ask "how do I update the font size of the first name on the standard badge?" and it'll point you to the right place.
Opening a Support Ticket
If the AI assistant doesn't cover what you need, click I need more help. This creates a support ticket in Zendesk automatically — no need to navigate away from Greet or open a separate browser tab.
Ticket replies arrive in your email. You can also interact with support directly inside Greet. Greet checks the ticket status every couple of hours and updates it automatically.
Event & Badge Best Practices
These aren't Greet-specific features. They're general guidance based on common practice across event management, and they apply regardless of which product or printer you use. Treat them as event decisions, not product constraints.
Pre-Printing vs. On-Demand Printing
Both work. The choice comes down to how your event runs.
On-demand printing (Greet's default) tends to win for larger or fluid events. The badge reflects the latest data at the moment of check-in, walk-ins and name corrections are no problem, and you avoid sorting through a table of alphabetized pre-prints or paying for no-show badges.
Pre-printing makes sense when your list is locked and small, when you want VIPs, speakers, or staff badged before doors open, or when handing someone a ready badge is faster than a kiosk line.
Most teams split the difference: pre-print a small VIP or staff set, print everyone else live.
Badge Stock and Size
Match the stock to the impression you want and the wear it'll take. Tear-resistant synthetic stock holds up better than paper for multi-day events. Standard name badge sizes run roughly 4x3 to 4x6 inches.
Size matters for readability and comfort. Too large and the badge flips over in the lanyard. Too small and it's hard to read across a room. If you're going double-sided, make sure the badge still sits well when it flips.
What to Put on the Badge
Lead with the first name, large enough to read from a few feet away. Add last name, company, and role or attendee type as needed.
Color coding or a small label is a clean way to distinguish types like exhibitor, speaker, staff, or VIP without cluttering the design. Keep sensitive details off the badge — no personal contact info, and nothing an attendee wouldn't want a stranger reading over their shoulder.
The back is good real estate for a personal agenda, a venue map, Wi-Fi credentials, or sponsor logos.
Staffing the Registration Desk
Plan around your arrival peak, not your total headcount. A common rule of thumb: one check-in point per 75 to 100 attendees expected in the busiest 30 minutes. Adjust based on your setup:
- Kiosks move more people per square foot than staffed desks.
- A scan-and-print flow moves faster than one with questions.
- A separate lane for VIPs or a will-call desk keeps edge cases from stalling the main line.
What to Test Before Doors Open
Run the full check-in flow on site, with the real printers and network, before the first attendee arrives. Confirm:
- A live badge prints end to end and fields align with the graphics.
- Check-ins land where they should in the system.
- A walk-in can be added and checked in.
- A badge can be reprinted.
Also confirm your backup plan: a second printer you can reroute to, and backup connectivity if the venue network is unpredictable.
Walk-Ins and Reprints
Decide your policy before the event and brief staff on it. For walk-ins, settle whether on-site registration is allowed and who can add them. For reprints, decide whether that happens self-service at a kiosk or staff-only at a desk. Clear rules keep the line moving and cut down on judgment calls in the moment.
Certain Platform Integration
This section applies to customers whose events live in the Certain Platform. If you use a different registration system, skip this section.
Setup
The integration is configured once by Certain before your event. After that, Greet automatically pulls in any event you've tagged in the Certain Platform. You don't need to touch the integration again unless something changes.
Tagging Events
Greet watches for a greet tag in Certain. Any event with that tag syncs automatically.
To tag an event:
- Go to Plan → Event Setup → Details.
- Add
greetin the Tags field. - Save.
The tag isn't case-sensitive, so greet, Greet, and GREET all work. Many teams add the tag to their event template so every new event picks it up on creation without a manual step.
Tagging Questions
Profile questions are tagged once at the account level and reuse across all events. Registration questions are tagged per event, in that event's setup.
You tag the question itself, not individual answers. Greet pulls the question and the attendee's response automatically.
There's no hard limit on how many questions you can tag, but tag only what you'll actually use on site. If your goal is a fast check-in where attendees walk up, confirm their name, and print, you likely don't need to sync many questions at all.
Tip: If a question you rely on isn't a profile question, consider moving it to the profile level so it only needs to be tagged once.
Data Sync Frequency
Sync speed scales up as the event gets closer:
| Time to Event | Sync Frequency |
|---|---|
| Days/weeks out | Every few hours |
| Day before | Hourly |
| Event day | Every minute |
Changes made in Certain (new registrations, edits, status updates) reach Greet within a minute on the day of the event.
Forcing a Manual Sync
You don't have to wait for the scheduled sync. There's an instant sync button in Greet, and it's fast — usually a few seconds, even for large attendee lists. If there's a line at the desk and you just made a change in Certain, hit it and go.
Which Registration Statuses Sync
You choose. In the event's Settings → Attendee Statuses, select which statuses get pulled in. Most events sync Registered only. You can add Waitlisted, Incomplete, Cancelled, and others if needed, and you can change this at any time.
Attendee Count Discrepancies
If the all-events dashboard count doesn't match what you expect, open the specific event and go to Settings → Attendee Statuses. Those figures reflect exactly what will be available at check-in. The account-level dashboard can include duplicates or test records across all synced events. If the account-level total looks high, Certain can help strip out test and duplicate records.
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