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Client Check In
Client Check-In is a requested feature that allows office staff to check-in clients for appointments. It can be used to communicate to other staff within the system that you have successfully checked a client in and they are ready for whatever next step in your office.
How to Check-In a Client
There are two ways this can be done:
- As a provider, from the dashboard:
- As either a provider or front office staff, the appointment popup after clicking on the appointment from the schedule:
How to Determine if a Client has been Checked-In
There are a few ways to see this:
- As a provider, from the dashboard:
- From the view of the schedule you'll see the icon with a person and a checkmark ✅:
- Or by clicking on the appointment and viewing the popup:
