Our New Check-In Feature That You've Got to Check Out

It's 6:30 p.m. in the evening and you're getting off a little late because you needed to take care of some responsibilities. You're getting ready to leave the job, but...you think about the kids and want to make sure they've gotten a ride home from after-school practice.

Hun, just wanted to check to make sure that the kids have a ride from practice - just getting off!

You sit there for a little bit, and then you get a call that the kids have made it home.

The way of check-ins -- I believe a lot of us do this regularly just to make sure things are running smoothly.

Like the one above, there are several types of check-ins to include:

We often check in to make sure things are running smoothly

We often check in to make sure things are running smoothly

> Family check-ins (What do you guys want for dinner?)

> Meet-up check-ins (Hey, are you still able to meet us?)

> Travel check-ins (I've made it!)

And then we've got client check-ins which I want to talk more about today.

There are a number of businesses and industries that this feature helps with keeping track of clients, patients, property, equipment, attendees, and so on like:

  • Medical practices (doctors, dentists, counselors, veterinarians, and etc.) - for visiting patients 
  • Nail Salons - for visiting clients/customers
  • Beauty Salons/Barbershops - for visiting clients
  • Conferences - for visiting attendees or client meetings
  • Events (charities, banquets, wedding receptions, and etc.) - for participators and guests
  • Rentals (car dealerships, meeting rooms, equipment renters, and etc.) - for renters, employees, & etc.
  • Deliveries & Drop-Offs - for non-profit organizations, suppliers, & etc.
  • Interviews - for human resources staff members

With our appointment setting software, here is tutorial on another way that your business can quickly check clients in for their appointments.

 

4 steps to setting up your check-in screen

Yep, it's here! If you're a receptionist or assistant, this feature is especially handy as you won't have to switch between screens to check in clients. With this feature, you can easily set up your check-in screen so that you choose how to search for client's information to check them in.

Step 1 - Sign in TimeTap and from the "Dashboard" tab, click on "Check-in Screen".

Go the the "Check In Screen"

Go the the "Check In Screen"

Step 2 - Configure your check-in screen.

  • Choose the title you want for the check-in screen (You can change it from "Appointment Check-In" to another name like "Rental Check-In", "Conference Check-In", or a name that best suits what your business wants to track).
  • Choose whether you would like to search for clients by either Appointment ID (more on Appointment IDs) or their information.
  • Choose what you want to appear in the search result field.
  • Choose your Exit Password for the check-in screen.
Configure the screen's setting

Configure the screen's setting

Step 3 - Update your settings by clicking the "Update Settings" button.

Update your settings

Update your settings

Step 4 - Test out your check-in screen by clicking "Enter Check In Only View"

Test out your Check In Screen to make sure all looks well

Test out your Check In Screen to make sure all looks well

Once you enter the Check In Only view, you can search for a client by the criteria you've specified, and click "Check In", and they're all set!

Search for a client and you can easily sign him or her in

Search for a client and you can easily sign him or her in

 

Viewing a client's check-in time

If you'd like to view the time that a client checks in with your business, you can visit the Appointment Details page for the client's appointment and you'll see the date and time stamped for your records.

You can also view the time and date for a client check-in

You can also view the time and date for a client check-in

Having multiple monitors can help for faster check ins

Having multiple monitors can help for faster check ins

*Tip for faster check-ins 

If you're a receptionist or your business has someone who manages client check-ins, as a tip for easier and faster schedule management, if you have a second monitor, this monitor could be used to display the check-in screen so that clients, patients, attendees, delivery persons, or other visitors can easily provide their information and enjoy their service.

 

 

If you're excited about this new feature, give us a thumbs up & we'd love to hear your thoughts!