Check a client in
Check-in is the one-click handoff from front desk to provider: the status flips to Checked in, and everyone looking at Today or the calendar can see the client has arrived.
Who can do this: Owner, Admin, Manager, or Front desk.
Check them in
- When the client walks in, open their appointment: the fastest path is the row in Next up on Today.
- In the Move it along card, click Check in.
- The status tag flips to Checked in. When the visit wraps, click Complete on the same card.
Example. Sarah arrives at 1:55 PM for her 2:00 PM. The front desk taps her row in Next up, clicks Check in, and Priya sees the status flip while she resets her room.
Common questions
- No Check in button? The appointment is already past that point (checked in, complete, or cancelled), or your role doesn't work the book. The buttons only offer moves that make sense from the current status.
- Checked in the wrong client? Statuses only move forward. Check the right client in, and let the wrong one ride until you complete or cancel it; the record stays accurate from there.
- When do I take payment? Any time from check-in on. The Take payment card sits on the same page; most desks run it at the end of the visit.
- What does Complete do? Marks the visit done. Completed appointments are terminal: no more status moves, no rescheduling.
Good to know
- The status dots on the calendar chips track this flow, so a glance at a provider's column shows who's arrived.
- Confirmed versus Booked is about the client's reply to their reminder; either one can be checked in.