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

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

TimeTap Team

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

> 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".

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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.
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Configure the screen's setting

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

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Update your settings

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

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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!

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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.

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

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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!

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