Support Center
Greet Video Onboarding Guide
A guided video walkthrough of Greet. Watch in order for a full onboarding, or jump straight to the topic you need.
In this guide
- Introduction — 1 video
- Account & System Setup — 6 videos
- Event Setup — 10 videos
- Integration Setup
- First Event Checklist
- More Support Articles
1. Introduction
Getting Started with Greet
2. Account & System Setup
How to Configure Event Registration Tags and Questions
Understanding Greet's Configuration and Administration Settings
How To Connect Greet to Certain Event Management
How to Add or Edit a User
How to Configure Printer Settings
How To Create a Badge Template
3. Event Setup
How to Manage Attendees
How to Manage Sessions
How to Use Check In
How to Set Up Badges for an Event
How to Use Event Reports
How to Run a Manual Data Sync
How To Create A Giveaway For Event Attendees
How to Use Kiosk Mode
How To Configure Settings
How To Process a Walk-In Registration in Greet
4. Integration Setup
Connecting Greet to the Certain Platform, a third-party platform, or importing your data manually is covered in a dedicated guide.
5. First Event Checklist
Before your first event goes live, run through this list. Every item maps to a video above.
- ☐ Add your team as users and set a staff passcode for event day
- ☐ Get your attendees into Greet — via your integration or a manual import
- ☐ Configure your event's Settings: allowed attendee statuses, check-in workflow, and walk-ins if you need them
- ☐ Create your badge template and assign it to every attendee type
- ☐ Set up your printer and select it on each check-in device
- ☐ Run a test: check in a test attendee and print a badge, on the same devices and network you'll use at the event
- ☐ Confirm your attendee counts look right, and run a manual data sync if anything is missing
6. More Support Articles
Prefer written step-by-step guides? The Greet Knowledge Base covers everything in this guide in article form.
- Greet Knowledge Base — the full article library
- Getting Started With Greet — a walkthrough of the Greet dashboard
- [Article title] — [one-line description]
- [Article title] — [one-line description]
That's it — you're ready for your first event.
If you get stuck, click the Help button inside Greet for instant answers, or submit a request and our team will take it from there.
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