Adding a Visit Using Self Check-In

Step 1: Client Search

Clients can be searched using:

• First Name

• Last Name

• Phone Number

• Email Address

1. Enter any of the above details into the search bar.

2. Click Next to proceed.

Tip: The system masks sensitive information to ensure privacy.

Step 2: Select Client Record

• The system will display matching client records.

• Select the correct client based on prior visits.

• Press Next to continue.

Step 3: Choose a Service

1. Review previous services listed for the client.

2. Select the same service or choose All Services to explore other options.

3. For example, if switching from a barber cut to a blow-dry and style, simply select the desired service.

Step 4: Assign a Staff Member

• The system shows available employees who can provide the selected service.

• Either select a specific staff member or let the system choose the Next Available employee.

Step 5: Confirm Service Details

1. Review the selected service.

2. Add additional services if needed.

3. To remove a service, click the Trash Can Icon and select a different option.

4. Confirm the final selection.

Step 6: Finalize and Add to Walk-In Queue

• Press Next to confirm the details.

• The client is added to the walk-in queue for service.

Key Takeaways

• The self-check-in system simplifies visit scheduling.

• Clients can update or modify their services easily.

• Privacy is maintained by masking sensitive details.

• The process ensures clients are promptly assigned to available staff members.

For further assistance, contact our support team.