Module 4

Client Check-In

5 min read

When clients arrive, they check in through a self-service kiosk or you check them in manually from the front desk. Check-ins update the dashboard and notify service providers.

Kiosk Self-Service Check-In

  1. Client Approaches the Kiosk
    A tablet or screen near the entrance displays the check-in kiosk interface.
  2. Client Enters Their Name or Phone
    The client types their name, phone number, or scans a QR code to identify themselves.
  3. Client Selects Their Appointment
    If they have an appointment, it appears for selection. If they're a walk-in, they select that option.
  4. Check-In Confirmed
    A confirmation screen appears. The front desk dashboard updates automatically with the new check-in.

Manual Check-In (From Front Desk)

  1. Click Check In Client
    On the front desk dashboard, click the Check In Client button.
  2. Search for the Client
    Type the client's name to find their record and today's appointment.
  3. Confirm Check-In
    Select their appointment and click Check In. Their status changes to "Checked In."

Tip: If a client can't find themselves on the kiosk, check them in manually. The most common issue is a misspelled name — search by phone number instead.

What Happens After Check-In

  • The client appears in the "Checked In" queue on the dashboard
  • The assigned service provider receives a notification
  • The appointment status updates to "Checked In"
  • Check-in time is recorded for wait time tracking

Troubleshooting

Client not found on kiosk

They may be registered under a different name or phone. Check them in manually from the front desk.

No appointment showing

The appointment might be for a different date or location. Verify in the booking calendar.

Quick Reference

MethodHow
Kiosk check-inClient enters name/phone on kiosk tablet
Manual check-inDashboard → Check In Client
Walk-in check-inSee Handling Walk-Ins