How to Check In Customers

How to Check In Customers


Checking in customers confirms their arrival and updates their booking status. This helps you keep track of attendance and manage your service efficiently.

Step 1: Activate check-in for your service

1️⃣ Using the left navigation menu, go to Inventory > Services.
2️⃣ Find the service that requires check-in and click the ••• button next to it.
3️⃣ Select Edit.
4️⃣ Go to the Booking Preferences tab.
5️⃣ Scroll down and tick Yes for Require Check-in.
6️⃣ Click Update to apply.






Once this setting has been enabled, bookings for the particular service will display with an option to check customers in.

Step 2A: Check in customers via the Event Window

1️⃣ Using the left navigation menu, go to Schedule > Calendar.
2️⃣ Click the booking for the scheduled session you want to manage.
3️⃣ A new window (the Event Window) will open showing a list of all customers booked for that session.
4️⃣ Use the Check-in icon next to each customer to mark their arrival.





Step 2B: Check in customers via the Booking Window

1️⃣ Alternatively, go to Sales > Bookings.
2️⃣ Find the booking and click View Booking to open the Booking Window.
3️⃣ The Booking Window displays details for a single booking.
4️⃣ At the bottom of this window, click the Check-in button to mark the customer as arrived.




Step 2C: Check in customers via the Activity tab

1️⃣ Navigate to Home > Activity tab.
2️⃣ Select Upcoming or Past bookings.
3️⃣ Use the Check-in button next to the relevant booking to mark the customer as arrived.


Alert
Please note: Check-in button will only display on the booking ticket if booking is an hour before the appointment or if booking is in the past.

Additional Check-In Option: QR Code Check-In

For events or high-volume sessions, you can use QR code check-in to speed up the process. Customers scan a QR code to confirm their arrival, reducing manual steps.

See: Ability to Check In with QR Code for details on setting up and using QR code check-ins.


Troubleshooting & FAQs

Can I check in multiple customers at once?

You can check in multiple customers quickly using the Event Window, which lists all attendees for a session.

What if a customer does not show up?

You can leave their booking status unchanged or add a note to indicate a no-show.

Can I undo a check-in if done by mistake?

Yes, you can edit the booking and change the status back if necessary.


Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com


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