Client Self Check-In

Clients with existing appointments can check in to the waiting room themselves using Client Self Check-In. This is helpful for businesses that do not have front desk staff available to check in clients.

To allow clients to check in to the waiting room themselves, open the Settings app. Select Automated Messages > Check-In Process and add the Client Self Check-In automated message.

You can customize the Client Self Check-In automated message by enabling the Ask clients to wait outside toggle. When enabled, clients will be asked to wait outside when they check in.

Once the Client Self Check-In automated message is added, clients will receive the message 15 minutes before their appointment and can use the link in the message to check in to the waiting room. Clients will always receive this automated message, regardless of their messaging preferences.

Once a client checks in, the service provider will be notified that their client is waiting if the When a client is checked-in as "waiting" automated message is enabled in the Settings app under Automated Messages > Check-In Process.

Once the client's service provider is ready, you can notify the client by selecting Notify. This allows you to easily notify clients who may have been waiting outside.

The Notify button will only display if the When staff member presses "Notify" button automated message is enabled in the Settings app under Automated Messages > Check-In Process.

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

When the appointment is ready to begin, select In Service.

Once you select In Service, the service provider will be notified that their client is ready if the When client is checked-in for service automated message is enabled in the Settings app under Automated Messages > Check-In Process. You can also disable this automated message for individual service providers.