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Checking In Appointments

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When an appointment is first created, it is shown as being in "Open" status. As clients arrive for their appointments, you have the option to mark the appointment as "Checked In" which will time stamp the start time of the appointment and display it on theAudit Trail.

Once the client leaves, you can then mark the appointment as "Completed" and essentially check out the client. Marking clients as checked in and checked out/completed will give you an overview of how long your appointments for a given service typically last, whether or not a client is typically early or late for his/her appointment, and an idea of who is in your office at any given time.

In this documentation we will cover: 

There are a few important things to note about checking in appointments. This is the only status change that does not trigger an email to send out to the client or staff person. It is really just for internal tracking using the TimeTap Backoffice. 

Also, Checked In appointments are not a separate status altogether. Rather, they are a sub-status of Open appointments, almost like a staging area before the appointment is checked out.

Related documentation

  • Checking Appointments Out as Completed
  • Checking Appointments Out as No Show
  • Re-Opening Appointments 

 

Checking In from the Appointment Detail Page

If you are looking at the appointment detail record for an appointment that's either in Open status or No Show status, you can change the appointment to "Checked In" from within the Appointment Detail page. To do this, simply select the "Status" dropdown and select "Checked In".

Here is what this looks like from the Appointment Detail screen for an Open appointment:

 

You'll then be prompted to confirm that you really want to mark this appointment as "Checked In". If you do, hit the "Change Status" button. If not, you can hit "Cancel" and it will return you to the Appointment Detail page without changing from Open to Checked In.

Once you confirm that you do want to check the Open Appointment in, the Appointment Detail page will update with the change. The new status will read "OPEN | Checked In:" with a timestamp for when the appointment was Checked In:

You can always change a status back to Checked In if you had previously marked it otherwise. This may happen if you have waited for several minutes for a client to come for his/her appointment and after a certain period of time, you mark them as No Show. If they show up after that, you can mark the appointment as Open and you'll see that under Status, the Checked In option will now populate from the Status dropdown. You can simply select Checked In as you did previously to change the status accordingly. 

You'll receive the same prompt as before, only this time after pressing "Confirm" you will see the status change listed in the Audit Trail that it went back to "Open Status" then "Checked In."

 

 

Checking In from the Appointment Lists Page

Appointments can also be marked as Checked In from the Open Appointments list view. To find this view, go to Appointments → Appointment Lists → Open:

Select the appointments that you want to check in using the check boxes next to their listing in the displayed table then click the "Status" dropdown:

 

 From the "Status" dropdown select Checked In:

The Check In confirmation modal will appear and you can select to Confirm you want to check the clients in:

Once you confirm that, the screen will refresh and the new status will reflect, along with a timestamp of when the change was made:

 

 

Checking In No Show Appointments from the Appointment Lists Page

It may not be a frequent thing that you're marking No Show appointments as Checked In, but it's worth noting that it's indeed possible to do. Why might you have to? As mentioned above, you may have waited for several minutes for a client to come for his/her appointment and after a certain period of time, you mark them as No Show. If they show up after that, you can then re-open the no showed appointment then mark it as checked in. 

To do this from the No Show list view, go to Appointments → Lists → No Show. Select the appointments that you want to check in using the check boxes next to their listing in the displayed table to change their status to open, where you'll have access to check them in under the Open status.

 

 

 

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