Check occasions and scanning staff

What this article covers

Use this guide when defining check-in windows and giving staff scanner access.

Before you start

• At least one branch exists.
• You know the staff email address and which branch they will scan.

Steps

1. Go to School Management → Configuration → Check occasions → Add occasion.
2. Create Morning drop-off with Direction Drop-off, and set parent confirmation if your policy requires it.
3. Create Afternoon pickup with Direction Pickup.
4. Confirm both occasions appear in the list and are active.
5. Go to Users and Access → Invitations → Send invitation.
6. Choose a branch role for scanning staff, select the correct branch, and send to the staff email.
7. Ask the staff member to accept the invitation email, create a password, and sign in once.

Expected result

Drop-off and pickup occasions exist; scanning staff can sign in for that branch.

Troubleshooting

• If parents cannot see an occasion, confirm it is active and tied to the right branch or organization scope.
• If Scan QR is missing for staff, confirm their branch role assignment.

Related resources

• Training your scanning staff
• Drop-off scan
• Roles in SpurrCampus