Staff members can use QUICK Auto Check-In to check a client into a booked service or gym visit directly from the Search field at the top of any WellnessLiving page. Staff members can search for the client using their name, phone number, email, or client ID. When connected to a barcode scanner, QUICK Auto Check-In enables front desk staff to easily manage check in for clients using a key tag or the barcode found on the Achieve Client App.
If a client only has one service booked for the day, they will be checked in automatically. If a client has multiple services booked for the day, the staff member must check the client in to the desired service manually from the client’s profile.
To check a client into a service using the Search field, QUICK Auto Check-In must be enabled.
Check a client in to a service using QUICK Auto Check-In
To check a client in to a service using QUICK Auto Check-In, complete the following:
On the Top Nav Bar, use the Search button
to find the client’s profile by entering the client’s information.Alternatively, if a barcode scanner is configured, you can scan the client’s key tag or the barcode found on the Achieve Client App.
Once directed to the client’s Profile Page, there are multiple ways to proceed:
If the client is only booked into a single service that day, the client will be checked in to that service automatically.
If the client is booked into multiple services that day, you must complete additional steps to check the client into the desired service.
Under QUICK Check-in for Today, click Check-in or Check-in & Pay.
Check-in will allow the client to use any applicable Purchase Options they may have. If no suitable Purchase Option is available, the client will be checked in unpaid.
Check-in & Pay allows you to select an applicable Purchase Option and whether the client will be billed for the selected Purchase Option online or if they will pay in person.