MemberMaker setup guide

Set up a check-in flow that is hard to get wrong

MemberMaker guides visitors one question at a time, keeps every required step in order, and lets them review their answers before submitting. Set it up on a device you already own in about 10 minutes.

About 10 minutesNo special kiosk hardware required
MemberMaker visitor kiosk asking for an email address

What your visitors will experience

A predictable flow builds confidence

You do not need to train guests to use MemberMaker. Each screen explains what to do next, and the app keeps the process moving in the right order.

01

No long forms

Each screen asks for one thing, keeping the interface calm and readable.

02

No accidental skipped steps

Visitors complete the required information in sequence before moving on.

03

No mystery at the end

Guests review their details, submit, and receive a clear success message.

Before you begin

Three decisions make setup easier

01

Choose a device

Use an iPhone, iPad, or supported Android device with enough battery for the gathering. A tablet is easiest for self-service.

02

Pick the arrival point

Put the device where the clipboard used to be: at the welcome table, classroom entrance, lobby, or check-in desk.

03

Choose the questions

Decide whether you need check-in only or a published prompt group, which identifier to use, and what the visitor should answer.

Step 1

Create your account and organization

Open MemberMaker, create an account, and add the group or event you want to track. Choose a clear name volunteers will recognize.

  • Download MemberMaker and sign in.
  • Create an organization for your group or event.
  • Use a recognizable name such as “First Church Welcome Table.”
  • Keep the login available for whoever manages check-in.
MemberMaker account and organization setup screen

Step 2

Test it like a first-time visitor

Choose check-in only or a published prompt group, then complete the flow yourself before guests arrive. Every configured field and custom prompt still appears as one clear step.

  • Confirm the selected phone or email identifier works.
  • Answer every required custom prompt.
  • Test single-choice and multiple-choice options when used.
  • Review the complete response before submitting.
  • Confirm that the success screen appears.
Guest entering an email address in the MemberMaker kiosk

Step 3

Make the check-in station obvious

Start the check-in flow before guests arrive and place the device where people naturally pause. The app handles the step-by-step instructions; a nearby volunteer only needs to point guests toward the screen.

  • Keep the device plugged in for longer events.
  • Use fullscreen mode to keep check-in focused.
  • Add a stand, case, or small “Sign in here” notice.
  • Ask volunteers to direct every guest to the same station.
MemberMaker email prompt in fullscreen kiosk mode with the keyboard hidden

Step 4

Review visits while the gathering is fresh

Open the visitor list after the event to identify first-time and returning guests. Export to CSV when you want to use the list elsewhere.

  • Review the visitor list for incomplete records.
  • Look for first-time guests and repeat visitors.
  • Export contacts for your spreadsheet or email workflow.
  • Follow up within a day or two when possible.
MemberMaker digital visitor list after an event

Day-of checklist

A quick check before the doors open

At the entrance

  • Device is charged or connected to power.
  • Screen brightness is comfortable to read.
  • MemberMaker is open to the check-in flow.
  • One volunteer knows how to help.

After the gathering

  • Review the visitor list.
  • Confirm new visits were recorded.
  • Export contacts if your workflow needs them.
  • Invite new guests back while the visit is recent.

Practical rollout tips

Keep the new process easy to adopt

Use one clear instruction

“Please sign in on the tablet” is usually enough. The app guides guests—including older adults and first-time touchscreen users—through every field.

Start with one device

Try the flow at one gathering before making it the standard process across every program.

Replace the clipboard directly

Put the device in the exact place guests already expect to find the sign-in sheet.

Give the list an owner

Assign someone to review visits, custom responses, and follow-up after the gathering.

Customizable visitor sign-in kiosk

Build the right sign-in flow, then put it on the right kiosks

Create reusable prompt groups for different entrances, events, programs, or visitor types. Add custom questions, choose required fields and answer types, then apply the published form to this device or every kiosk in the organization.

Explore customizable kiosk forms
  • Short text
  • Long text
  • Yes / No
  • Single choice
  • Multiple choice
  • Number
  • Date
MemberMaker mobile app showing a published visitor prompt group ready to manage or select
Keep multiple published and draft prompt groups ready for different visitor workflows.
MemberMaker prompt group editor showing identity settings, collection options, and a required custom question
Choose the identifier, contact fields, frequency, help text, answer type, and required questions.
MemberMaker sign-in experience selector applying a prompt group to this device or every kiosk
Switch this device immediately or synchronize the same experience across every organization kiosk.
Reusable prompt groups

Keep a front-desk form, event questionnaire, volunteer flow, or check-in-only experience ready to use.

Your prompts, your format

Mix text, Yes or No, single choice, multiple choice, number, and date questions in the same group.

One kiosk or every kiosk

Change only the device in your hand or apply one published experience throughout the organization.

Offline kiosk check-in

Published forms download to the device so visitor sign-in can continue without a connection.

Start on the web or on a kiosk

Create your organization and replace the clipboard

Set up your organization and visitor questions in the web dashboard, then use MemberMaker on a phone or tablet for self-service check-in.

Create free web accountOr download the kiosk app