Confirm your active business and location. Available actions depend on your role and the current visit status.
At arrival
- Find the customer before adding a new record, so a returning customer keeps their visit history.
- Use the check-in or add-to-queue action available at your front desk.
- Review the service, location, and assigned team member before saving.
- Confirm the customer appears once in the active queue.
During the visit
Update the visit when the customer is called or service begins, using the actions shown for that entry. Marking service as started at the right time keeps wait and service durations useful.
If the customer leaves before service, use the supported cancellation action. Do not complete a visit that did not happen simply to remove it from the queue.
Before you finish
Review the entry and complete the visit when service is finished. Completion records the visit; it is not proof of a card payment or an automatic reward. Check payment and loyalty activity in their own workflows.
If a save is uncertain, refresh and inspect the existing entry before adding another one.