Staff members can use QUICK Auto Check-In to check a client into a booked service directly from the search bar at the top of any WellnessLiving page. To check a client into a service using the search bar, QUICK Auto Check-In must be enabled.
To check a client into a service using QUICK Auto Check-In:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- You will be directed to the client’s profile. If the client has a single service booked for the day, the client will be checked in to that service automatically. If the client is booked for multiple services for the day, you will have to check the client into the selected service manually.
- Under QUICK Check-in for Today, click the Check-in button next to any listed service to check in.