Check in a walk-in

Check in customers who walk in without a booking from the front desk tablet. They go on the board right away.

1. 1On the front desk screen, tap Customer.0:00
2. 2Type the customer's phone number and tap Next. No phone? Tap Continue without a phone number.0:04
3. 3For a new customer, type their name (email is optional), then tap Continue.0:18
4. 4Tap the services they want. The total adds up on the right. Then tap Continue.0:26
5. 5Ask if they want text updates and tap their answer, then tap Complete Check-In.0:35
6. 6They are checked in. Tap Done: the visit is now on the board.0:43

यो भिडियोका चरणहरू पढ्नुहोस्

Check in a walk-in

1. On the front desk screen, tap Customer.
2. Type the customer's phone number and tap Next. No phone? Tap Continue without a phone number.
3. For a new customer, type their name (email is optional), then tap Continue.
4. Tap the services they want. The total adds up on the right. Then tap Continue.
5. Ask if they want text updates and tap their answer, then tap Complete Check-In.
6. They are checked in. Tap Done: the visit is now on the board.

How do I check in a walk-in?

1. Make sure at least one person is clocked in (see Clock in and out).
2. On the front desk screen, tap Customer (bottom center).
3. New walk-in: type the customer’s phone number and tap Next. No phone number? Tap Continue without a phone number.
4. Customer details (new customers only): type their name. Email is optional (it is used for receipts). Tap Continue.
5. Services for name: tap each service they want. The list on the right adds up the time and price. Tap Continue.
6. Review check-in: ask whether they want text updates and tap YES, Keep me updated or No, then tap Complete Check-In.
7. You’ll see “Name is checked in”. Tap Done. The visit is on the board as Checked In, with the staff member it was given to.

Returning customers

For a phone number the salon already knows, the tablet finds the customer for you. If they already have a visit today it says so and offers Check In (for that visit), Open appointment or Add a separate walk-in.

Common questions

The Customer button is missing

The tablet’s profile does not allow customer check-in. The owner can turn it on in the dashboard under Devices, Profiles.

It says “No clocked-in staff available to assign”

No one is on shift. Clock someone in on the clock board, then check the customer in again.

Can the customer pick their stylist?

Yes, if the tablet’s profile has that option turned on: a Preferred stylist step appears with Any Available or a name.

Can I add a friend or family member to the same check-in?

Yes, if the tablet’s profile allows it: on the services step, use Friends & family and Add Friend or Family, then choose their services.

Why does the customer have to answer the text question?

New customers who give a phone number must choose YES, Keep me updated or No before you can tap Complete Check-In. Their answer is saved as their text message consent.

Next: Take a cash payment and complete the visit.