Check In Clients

An overview of the client check-in option

Right-clicking over an appointment and selecting to check in a client will mark the client's appointments with the checked-in icon, allowing you to see at a glance the clients who are ready to start, or have begun service.

If the option to "Use enhanced check-in window to verify customer contact information and addons" is selected in your Company Settings, you will receive a pop-up box similar to the one below.

This box is useful to quickly update client information to the upper left. You can also view the client record, formulas and print work tickets by using the buttons in the upper right.

Selecting the button to Notify Service Provider will send a message to the provider to alert them that the client has checked in. This option does require that the business have marketing SMS enabled.

Two-way SMS text messaging is available as an add-on to Envision Cloud. To add this feature to your account go to Manage Account > Sign up for SMS Messaging

The bottom section allows you to add extra items to the client's services without adding time to the appointment schedule.

The calendar note popup will display the time that a client was checked in.