During the creation of a new appointment, you have the option to set the appointment status to 'Checked-In' concurrently. In this article, we will look at how this flow works.
Things to Know:
- When adding clients to the waitlist, the option for "Check-in Now" will not be visible on the appointment modal.
- When generating recurring appointments and opting for the "check-in now" feature, only the initial recurring appointment will be automatically checked in. For subsequent appointments within the recurrence, manual check-in can be performed each time the client arrives
- Appointments not linked to a ticket will present the "Create Ticket" button in the appointment modal, whereas appointments associated with a ticket will show the option "View Ticket."
Automatically Check In Appointments
- Navigate to the Scheduler
- Filter by the specific location
- Click the 'New Appointment' button located below the calendar on the left-hand side or directly on a specific time slot in the Schedule
- When the appointment modal opens, input relevant information such as client details, pet information, family member details, staff, and selected service
- Locate the "Check-In Now" option under the date and time section
- Switch the toggle to the 'on' position
- Save
The Scheduler will now display the appointment as Checked -In.
For more information contact us at support@mytime.com.