Checking In a Client

When a client arrives to be serviced, you'll want to check them in.

1

Select the appointment

When the client arrives, click on the client's appointment on the Schedule.

2

Check in the client

Click Check In.

Client Check in

3

Review client log notes

Any notes in the Client Log that were set to pop-up at check-in will show on the left side of the appointment.

4

Locate the ticket

A ticket will be created in the Open Tickets column on the Tickets screen for check-out.

Editing an Appointment

You have the ability to edit each service within an appointment, even after it has been checked in!

1

Select the appointment

Click on the appointment on the Schedule.

2

Edit the appointment

Click Edit.

Editing an Appointment

3

Change the service or duration

Choose the Service you would like to change it to OR simply change the amount of time it will take in the drop-down.

Change Service

You can only edit one service at a time within an Appointment.

4

Save changes

Click Save Changes at the bottom.

5

View the confirmation message

If the appointment had already been checked in, you will see this message.

changes made

Also check out Curbside / Self Check In