Client Self Check-In

Our client self check-in feature allows you to automate the check-in process such that clients don't need to come inside the building until the service provider is ready.

Clients will be sent a notification 15 mins before their appointment. It will ask them to stay outside and gives them a way to announce their arrival.

Once the staff member is ready for them, you can notify them to come inside and start their appointment.

Check-In Process

  • Once your client arrives for their appointment, they can check-in using the link they received to notify you of their arrival.

  • When the client presses the check-in button, the status of their appointment will change to "Waiting" (purple). The staff member assigned to this client will receive an SMS message letting them know that their client is waiting.

Calendar View:

Client View:

  • When you are ready for the client to come in, select the appointment on the calendar and use the Notify button.

  • The client will receive a notification letting them know that they can come in.

Once they come in, use the Check-In button. Note: If you need to send another notification, use the Send Again button.

Calendar Menu

The calendar menu item will have an icon showing the number of clients who are currently waiting.

To see the clients waiting, use the purple button on the lower left hand corner of the calendar screen.

To enable this feature, go to:

Go to: Settings > Calendar & Appointments >  Check-In Options

Please note:
Both SMS and emails will always be sent 15 minutes before a client's appointment regardless of which settings you have otherwise turned on for notifications.

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