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Appointment Check-in
PracticeQ's Check-in feature allows your clients to check themselves in for appointments. It also allows your staff to manage appointment check-in status directly from the calendar.
Check-in Features
- This feature also allows a client to complete a form that was sent with the appointment if it hasn't been completed yet.
- When the check-in module is enabled, a new URL becomes available to your clients (e.g. myclinic.intakeq.com/checkin). Share this URL with your clients via appointment reminders or scheduled SMS messages sent prior to the appointment time.
- You may also print a check-in flyer with a QR code and use it in your office to allow clients to check-in using their mobile devices.
Enable the Check-in Module
- Click More → Settings → Features.
- Scroll down to Appointment Check-in Module and click Enable Check-in Module.
Note: The Appointment Check-in Module is not available with the Forms-Only plan.
Print your Check-in Flyer
PracticeQ allows you to print check-in flyers to place in your waiting area. All clients have to do is scan the QR code!
- Click Bookings → Booking Settings → Settings.
- Scroll down to the Check-in Settings section.
- Click Print Check-in Flyer.
Create a Check-in Invitation
Send a check-in invitation to a client's mobile phone to facilitate self-check-in.
- Click Bookings → Booking Settings → Settings.
- Scroll down to the Check-in Settings section and click Click here to create a standard check-in invitation message.
- Customize the Automated Email Template that opens, and click Save.
Manually Check in a Client
Some practices may prefer to have the front desk staff control the check-in status of clients. Checking in a client is simple:
- Click Lists → Bookings.
- Locate the appointment and open the appointment dialog.
- Click the Check-in button.
- The appointment will show a small checkmark next to the person icon on the calendar.
Track Check-in Status
- There are multiple ways to track check-in status. Appointments where clients have checked in will display an icon of a person with a check mark (see image above).
- When opening the appointment dialog, you will also see a green checked in label. Hover over the label to see the check-in time.
- In Lists → Appointments, see which clients have checked in by looking for the check-in icon. You can filter appointments by their check-in status using the Status filter.
Check-in Notifications
- Some users may want to be notified when a client checks in for their appointment, or when the front desk staff performs the check-in on their behalf.
- Manage your notification preferences under More → Settings → Notifications.
