Support Center
Greet Video Onboarding Guide
New to Greet? Start with Core Training, which takes about an hour and covers everything you need to run check-in. Then add only the tracks your event needs. Each topic opens to reveal its video.
Your training path
In this guide
1. Core Training6 videosRequiredEverything you need to run check-in at your first event.Train Your Door Staff1 videoShare with staffThe one video to send your volunteers and check-in staff before event day.2. Badging3 videos + 1 optionalIf printing badgesDesign your badges, assign them, and get your printer working.3. Event-Day Add-Ons6 videosOptionalWalk-ins, self check-in kiosks, session check-in, giveaways and advanced settings.4. Connecting Your Registration Data1 guideOptionalIf your attendees come from another system instead of a CSV import.5. Certain Event Management Customers3 videosOptionalOnly if your registration data comes from Certain Event Management.6. Admin Reference1 videoOptionalAccount-level settings, for when you need to change them.7. First Event ChecklistBefore you go liveA last run-through so nothing is missing on event day.1. Core Training
RequiredEveryone watches these, in this order. By the end you'll know how to get attendees into Greet, set up check-in, run it on event day, and see your results. ~47 min total
Getting Started with GreetA tour of the main screens.~8 minWatch Training Video
How to Add or Edit a UserAdd your team so they can log in to help on event day.~6 minWatch Training Video
How to Manage AttendeesCovers CSV import and adding people one at a time.~6 minWatch Training Video
How to Set Up Check-In SettingsAccess, Attendee Statuses and Check-in Workflow: the three Settings tabs you need for your first event.~12 minWatch Training Video
How to Use Check In~7 minWatch Training Video
How to Use Event Reports~8 minWatch Training Video
Train Your Door Staff
Share with staffThis is the one video to send your volunteers and check-in staff before event day. It covers signing in to the Staff Check-In Portal, checking people in, adding walk-ins, printing badges and session check-in. Your event admin should watch it too, since the first few steps show where to find the portal link and passcode. ~6 min
How to Use the Staff Check-In Portal~6 minWatch Training Video
2. Badging
If printing badgesWatch after Core Training, and at least a week before your event so there's time to sort out printers and drivers. For the printer, you only need the one video that matches your setup: direct connection, or PrintNode on a Mac or Windows laptop. ~19 min, plus printer setup
How To Create a Badge Template~10 minWatch Training Video
How to Set Up Badges for an Event~9 minWatch Training Video
How to Add a Directly Connected Badge PrinterWatch this if your printer connects directly to your check-in device over WiFi, Bluetooth, AirPrint or USB.~5 minWatch Training Video
PrintNode Cloud Printing on a MacWatch this if you'll print through an onsite Mac laptop, for example when your staff check people in on iPads.~14 minWatch Training Video
PrintNode Cloud Printing on WindowsSame setup as above, for an onsite Windows laptop. Watch only the one that matches your laptop.~14 minWatch Training Video
How to Print Badges from the Attendee ListOptional. Watch if you want to print badge sheets on Avery templates before the event, reprint one attendee's badge, or print a batch at once.~3 minWatch Training Video
Badge printing troubleshootingNot a video. Open this on event day if the printer, PrintNode or a test badge isn't working.Read Checklist
The printer does not appear in the PrintNode client
- Confirm the printer is added to the laptop at the OS level (Printers & Scanners on Mac, Printers & scanners on Windows) with a real driver selected, not left as unspecified.
- Print a test page from the OS itself. If the OS cannot print, PrintNode will not see it.
- Quit PrintNode from the menu bar (Mac) or system tray (Windows) and reopen it to force a refresh.
The printer shows in PrintNode but Greet says Offline
- Confirm PrintNode is still running on the laptop. If the laptop went to sleep or PrintNode was closed, the printer will show as Offline in Greet.
- Confirm the laptop is on the same network as the printer.
- Click Refresh in Greet's Printer Settings page.
The Greet test badge does not print
- Check the printer for a paper jam, empty ribbon, or empty label roll.
- Confirm the correct printer was selected in the staff interface (Select Printer, Cloud, then your Zebra).
- Try printing a Windows or Mac test page again to confirm the OS-level connection is still healthy.
The credentials are not working
- Go back to Printer Settings in Greet and click Show credentials again to confirm you have the current email and password.
- If needed, click Reset password to generate a new password, then sign in again on the PrintNode client with the new password.
3. Event-Day Add-Ons
OptionalWatch only the videos for features your event uses, ideally before your test run. ~52 min if you watch all six
How To Process a Walk-In Registration in GreetWatch if you'll register people at the door who didn't sign up ahead of time.~7 minWatch Training Video
How to Set Up an Event Check-In KioskWatch if attendees will check themselves in and print their badge at a self-service station.~12 minWatch Training Video
How to Set Up a Session Check-In KioskWatch if attendees will check themselves in at a session door.~4 minWatch Training Video
How to Manage SessionsWatch if you're tracking attendance at individual sessions, not only event entry.~8 minWatch Training Video
How To Create A Giveaway For Event AttendeesWatch if you're running prize drawings for checked-in attendees.~13 minWatch Training Video
How to Use Advanced Event SettingsWatch if you want SMS alerts when certain attendees check in, custom kiosk branding, a QR code override, or control over synced questions.~8 minWatch Training Video
4. Connecting Your Registration Data
OptionalSkip this if you're importing attendees from a CSV. If your attendees come from Certain Event Management or a third-party registration platform, this guide covers how Greet connects to it. Written guide
5. Certain Event Management Customers
OptionalOnly for teams whose registration data lives in Certain Event Management. Your Certain team usually sets up the connection to Greet. Watch the first video only if you're setting it up or checking it yourself; the other two cover what you manage after that. ~24 min total
How To Connect Greet to Certain Event ManagementOptional. How the connection between Certain Event Management and Greet is set up.~10 minWatch Training Video
How to Configure Event Registration Tags and QuestionsChoose which events and registration questions flow into Greet.~7 minWatch Training Video
How to Run a Manual Data SyncPull in last-minute changes, or check why a record hasn't shown up.~7 minWatch Training Video
6. Admin Reference
OptionalNot needed to run your first event. Come back here when you need to change account-level settings like custom fonts, kiosk branding or data retention. ~9 min
Understanding Greet's Configuration and Administration Settings~9 minWatch Training Video
7. First Event Checklist
Before your first event goes live, run through this list. Every item maps to a video above.
- ☐ Add your event-day team as users and set a staff passcode
- ☐ Get your attendees into Greet with a CSV import, or confirm your integration is syncing
- ☐ Configure your event's Settings: allowed attendee statuses, check-in workflow, and walk-ins if you need them
- ☐ Check in a test attendee on the same devices and network you'll use at the event
- ☐ Badges Create your badge template and assign it to every attendee type
- ☐ Badges Set up your printer, select it on each check-in device, and print a test badge
- ☐ Certain customers Confirm your attendee counts look right, and run a manual sync if anything's missing
Helpful links
OptionalNot required reading. These are written versions of what the videos cover, for when you'd rather read or need a quick refresher later.
That's it, you're ready for your first event.
If you get stuck, use the Help option inside Greet, or submit a request and our team will pick it up.
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