Free Excel template

Onsite Meeting Check-In Tracker Template

Download a free onsite meeting check-in tracker template to track attendance, ETA, on-the-way, arrived, checked-in, delayed, and blocked participants.

Customer onsite visit tracker spreadsheet preview

Use this free onsite meeting check-in tracker template to track who is confirmed, on the way, arrived, checked in, delayed, or blocked during a customer onsite mission.

Who this template is for

This template is for hosts coordinating onsite meetings where participants come from different teams, companies, vendors, or partner organizations.

It is useful when the host needs to know who is already onsite, who is still on the way, who is delayed, and who needs help at security or reception.

What is included

The workbook includes:

How to use the tracker

  1. Add each participant to the CheckIn tab.
  2. Record attendance, ETA, registration status, transport status, and arrival status.
  3. During the onsite mission, update each participant as On the way, Arrived nearby, At meeting point, Checked in, Delayed, or Blocked / Need help.
  4. Use the Live Board to see who needs immediate action.

Spreadsheet limitations

A static spreadsheet does not work well during a live onsite meeting if participants are moving around.

It does not provide:

When to use OnsiteMission instead

Use this template to plan the check-in process. Use OnsiteMission when people are on the way and the host needs live status updates.

OnsiteMission gives each participant a private link to update their own status from a phone.

Create a free beta mission

FAQ

What is an onsite meeting check-in tracker?

An onsite meeting check-in tracker helps a host track who has confirmed attendance, who is on the way, who has arrived, who has checked in, and who is blocked or delayed.

Why not just use a shared spreadsheet?

A shared spreadsheet can work for planning, but it is hard to use during arrival because participants may be on phones, in taxis, at reception, or dealing with security issues.

What statuses should I track?

Track Confirmed, ETA, Registration status, On the way, Arrived nearby, At meeting point, Checked in, Delayed, and Blocked / Need help.

Use the template to plan. Use OnsiteMission when the visit goes live.

A spreadsheet is a good starting point. Once participants are on the way, use customer onsite visit coordination software for readiness, check-in, and blocked-at-security tracking.

Create a free mission board