Using the Virtual Waiting Room

This article covers how to check in clients to the waiting room from the calendar. Clients can also check in to the waiting room themselves using Client Self Check-In.

To check in a client to the waiting room from the calendar, select Check-In > Waiting Room.

Once the client is checked in to the waiting room, 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.

On the calendar, appointments that are waiting are displayed in purple. The Calendar tab will also display a badge with the number of clients who are waiting.

To see the list of clients who are waiting, select the purple button in the lower-left corner of the calendar.

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.