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Client Self Check-In

Our Client Self Check-In feature lets you streamline the check-in process. This is ideal for businesses with busy waiting rooms, changing capacity limits, or reduced front desk staff available to check in clients.

With Client Self Check-In, the system will send an automated email and text message to the client 15 minutes before their appointment with a link to check themselves in. You can enable an optional setting that will update the automated messages to ask the client to please wait outside.

Once the service provider is ready to begin the appointment, you can send a notification to the client.

Enabling Client Self Check-In

To enable the Client Self Check-In automated messages, go to Settings > Automated Messages > Check-In Process and add the messages to send during the check-in process.

NoteThe text messages and emails that allow clients to check themselves in will always be sent 15 minutes before their appointment, regardless of any other settings you've enabled for notifications.

To ask clients to wait outside once they check in, enable the Ask clients to wait outside toggle.

You can send automated messages to the client when the service provider is ready to begin the appointment, and to the service provider when the client is checked in for service on the calendar.

Client Self Check-In Process

Once the client arrives for their appointment, they can check in using the link they received.

When the client checks in, their appointment will display in purple on the calendar.

The service provider will receive a text message letting them know that their client is waiting.

When the service provider is ready, select the appointment on the calendar and select Notify. This allows you to easily notify clients who may have been waiting outside.

The client will be notified that their service provider is ready.

If you need to notify the client again, select Send Again.

Once the appointment has started, you can mark the appointment as In Service.

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