Client Check-In

How to launch Client Check-In

1. In the Coach Portal, find the Class or Camp for which you want to launch Client Check-In
2. Click on the Class or Camp
3. Click on the Launch Check-In box under the QR code

• Note: to protect the security of your account, you will be logged out of the Coach Portal so that a Client cannot access your account and information
• Tip: use an iPad or other tablet to launch Client Check-In for your clients to use at the front desk or on a table when they arrive

The Client Experience

• For a demonstration of what your clients will experience, please watch this video: https://youtu.be/oGqp50D8nsM 

• Clients who pre-registered:
• Clients who registered ahead of time can check-in simply by clicking on the Check-In box next to their name
• If the client hasn't acknowledged your most recent waiver, that will be presented automatically for them to sign to complete their check-in

• Drop-in Clients
• Drop-in clients can enter their e-mail address or phone number to look up their account
• Clients with credits remaining on a package or membership can use remaining credits to add themselves to the Class or Camp and check in
• Clients who don't have remaining credits can use the QR code or send themselves a link by e-mail to purchase more credits and book the service
• New clients can use the QR code or send themselves a link by e-mail to register and book the service

Coach Check-in & Attendance Reports

• From the Client list for a Class of Camp, you can use the toggle next to a Client's name to check them in or out

• To view the Attendance Report for a Class or Camp you can:
• Click on the Attendance Report button under the QR code for the Class or Camp from the Calendar, or
• Under the Reports menu on the left, click on Attendance Report and find the Class or Camp