Checking-in customers

Checking-in customers

Checking-in customers is useful for keeping track of clients who have attended a scheduled event or session. 

Notes
Please note that setup must be complete to be able to continue with this article.

How to configure Check-in

You will need to configure the settings of each service that requires check-in by using the left navigation menu, go to Inventory > Services > press the '•••' button > Edit > Booking Preferences tab > scroll down and tick "Yes" for Require Check-in.





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

Checking-in customers 

Using the left navigation menu, go to ScheduleCalendar > click the booking > a new window will display with a list of customers who booked for that scheduled session with a  'check-in icon.





Alternatively, you can check-in customers by going directly to Home > Activity tab > Upcoming/Past > Check-in button.



Notes
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.


Related article:

Check in customers with QR code scanning



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