Searching for Contacts during Check In
The Bidsheet Plus™ or higher level packages enable auction assistants or administrators to search a group's contacts for a particular attendee, company affiliation, or bidder number as part of the check-in process.
- From the menu, choose the :
- Type in part of the person's first or last name in the text box; click .
When searching for a contact or company, typing part of the name generally results in more matches. For example, searching for "don" results in a match of the following:
Donald Duck, Don Juan, Old McDonald, and
London Works Inc.
- Click on the person's name to edit the record. If the person does not appear in the search results, add a new contact.
- Complete the required fields. In the Event section, check the Bidder: Yes radio button to mark the person as a bidder for your event.
Marking the contact a bidder will automatically mark the person Checked-In.
Depending on your method of bidder number assignment, you might also have to manually assign a bidder number for the guest. If your group is
using only mobile bidding, it is possible to be a bidder without an assigned number.
If you are using the Auto Assign Bidder Numbers option, the system will automatically assign the next sequential bidder number to a guest when you select Bidder: Yes.
For more information about bidder numbers, see our Participants Report help page.
- If you are managing tickets through Silent Auction Pro you may click on the Purchase Tickets button to register
a ticket purchase for the bidder, or click on the Use Existing Ticket button to use a ticket purchased by someone else.
In the situation where a couple is attending your event and the tickets are being paid for by one person, it is best to have each person as a separate contact in
the system. This gives you better records and more flexibility in your marketing efforts, especially if you capture two different email addresses. When reconciling contacts in the system
make sure you reconcile spouses into separate contacts - they can always bid using a single bidder number if they wish.
- For mobile bidding: Use the Instant Log In Text button to either create a new account for the bidder or sign them into their existing account.
- Click the Update Contact or Add Contact button save your changes, OR click the
Authorize credit card button to store the users credit card in the system for Express Check-out
See the Checking in Attendees/Bidders help topic for more on using the AuctionDay check-in functions.