To get to the Class Check In screen, either type in the global search box "Class Check In" or go to Programs drop down and select Tools. Select "Class and Camp Check In" listed under the Programs section.
Once at the Class Check In screen you will be presented with a variety of controls. Complete the check in process by following the steps listed below.
This feature by default will list only camps. To be able to see classes, you must go to the Settings icon and press the toggle to enable viewing both camps and classes. There is also a filter where you can choose to only view a roster from a specific camp or class instead of "All Camps/Classes" which is the default setting.
Set the Check-in Date
By default, the system will use the current day, but if you'd like to check in a few days ahead, or even just review information for a different day, click the "date" box select the day you are interested in. The system will restart and any information you bring up will be from the new date chosen. All customers by default that are registered for a class/camp will appear.
Search For Customers
Next to the date selection panel is a box used for searching for registered customers. Begin by typing a first name, a last name, a first and last name separated by a space, the last four digits of a phone number, or a customer ID.
Selecting Customers to Check In
Once you have decided which customers you need to check in, you can click on their names and will notice they change in color. There is also a "Select All" option which allows you to select one person first and will then select all other customers that are in the same check in status as that one is. For example, if you want to check everyone who has not already been checked in, you can select one of the unchecked in customers, press "Select All" and all of the other customers that have not been checked in will be highlighted.
After you select the customer(s) to check in/out and click the "Next" button, you will see a corresponding box with detailed customer and specific class/camp details.
This panel contains a great deal of information, and is designed to help you to determine at a glance if a customer is ready for check in. In addition to viewing information you will be able to quickly update a customer's data in a few ways. You can see if a customer needs a required membership or is needing to sign a waiver, mark existing purchase orders as "delivered", add a new special or medical note by clicking the 3 vertical dots button and selecting "Add Medical/Special Note", or modify the list of people authorized for customer pickup upon check out by clicking the "Edit Authorized Adults" option.
Add Authorized Pickup's
By default, any parent linked to a child's account will be listed as available for pick up. In order to add an Authorized Pickup person to a customer's account through the check in module, you will need to initiate the check in process, by selecting at least one person (if you have siblings click them all) so that the "Next" button appears. The check in modal will appear. There are 2 ways to add adults:
You can also add and edit Authorized pick-up's from the Customer profile page.
Checking In Customer(s)
When you are looking at the Check In/Out Modal you will see a list of Authorized adults you can select from for dropping off or picking up. There is also a "Staff" button in cases where a parent or authorized person was not there (for example when a bus dropped off a bunch of kids that came directly from a school).
Once you have selected the proper person, you can then select the "Finish" or "Sign" option. See below to learn about the Digital Signature option.
Checking a customer in will save the data on the group attendance report and the sign in roster.
If you discover that you have checked someone in or accidentally checked someone out, you can easily undo this action.
- Search in the check-in tool for the customer you need to fix the status for and select their name so it is highlighted.
Click the Undo Status button at the bottom of the page.
Once at least one selected customer has been successfully checked in, the "Print" button on the bottom bar will become enabled. Click it to print the appropriate labels for all currently shown checked in customers. There is also a text field next to this button that will allow you to adjust the number of copies printed per customer.
Once a customer has been successfully checked in, you will see next to their name "In". If you need to check any customers out, you will need to select those customers and then press the "Next" bottom at the bottom of the page. Clicking this button will cause a screen to pop-up where you are prompted to select who from the authorized list of people is picking up each of the customers. There is also an editable check out time. This can be changed if needed. After completing this process, you will see an "Out" label next to the customer's name.
If you would like to capture a digital signature when an authorized pick up is signing in and out using a touch pad, you can turn this option on in the Company Settings section. On the left hand side, click on Kiosk & Checkin. At the very bottom of the page, there is a toggle to "require signature for checkin".