This article will guide you through options available for users to complete a self check in.
1. Check In Web Kiosk
Navigate to Setup > General > Check In Web Kiosk.
Select the Functionality tab. From here select How To Confirm Bookings. You can choose how the client will confirm their booking by selecting:
- Automatic - This will allow a touch-free experience for the member after they scan in at the kiosk.
- Confirm Button - This will allow the member to select/touch the screen to confirm.
- Signature Pad - This will allow them to confirm by using the Signature Pad.
- None - The member will not be required to confirm their booking.
To save your changes, click Update Kiosk Functionality Settings.
2. Sales Presentations (Waivers)
Prospects/Leads will be logged as Show if they have completed a waiver the same day as their class.
Navigate to Setup > Leads > Presentations > select the waiver.
Click the Custom Form slide in the Layout Column.
Select the checkbox Log as a booking SHOW any consult bookings they have on the same day. Click Update Step to save your changes.