Step 1 of 3
Open the client’s session
Select the appointment, then the client’s service to open session details. The status below shows their check-in progress and updates with kiosk activity.
Step 2 of 3
Check pre-visit forms
On the Appointment tab, review Pre-visit forms. Send or resend the link when available. If sending is blocked, follow the message shown to resolve it.
Step 3 of 3
Use the kiosk or assist at the desk
Direct the client to the check-in kiosk. If they need staff assistance, open Front desk options → Check in at front desk and follow the prompts for that client.
