How to Manually Check-in Clients

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This article will take you through; 

  1. Enabling access logging
  2. Manual check-in using Global Search
  3. Manual check-in from the class booking list
  4. Manual check-in from your client's profile
  5. Manually check-in everyone
  6. Manually check-in from Glofox Pro
  7. Next steps and additional support

Enabling access logging

Firstly, ensure you have 'Access logging' enabled so you can view a log of your client's attendance after check-in. To enable, follow these steps;

  1. Click the ☰ icon on the top right of the dashboard
  2. Click 'Attendance'
  3. Click the 'Attendance' dropdown and toggle on 'Access logging'
  4. Click 'Save'

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Manual check-in using Global Search

Once you have enabled 'Access logging', follow these steps to manually check-in your clients using Global Search

  1. Search for your client under the 'Client' tab or by using 'Global Search'
  2. The client's name will appear with a small door icon to the right-hand side with a button saying 'Access'
  3. Click the 'Access' button to check-in the client. A message 'Access Granted' will display indicating the client has been checked-in successfully

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Please note;

If the membership of the client selected has expired, the message 'Membership Expired' will appear and the client will not be checked-in.

Manual check-in from the class booking list

Once you have enabled 'Access logging', follow these steps to manually check-in your clients from the class booking list;

  1. From the calendar view, click onto the class you would like to book your client into, this will bring up a tab with the list of clients who are currently booked into this class.
  2. Click the blue 'Book Member' button located on the right-hand side of the screen. From here, you can search for your client's name.
  3. Then click the 'Book for this client' button. 

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Manual check-in from your client's profile

Once you have enabled 'Access logging', follow these steps to manually check-in your clients from your client's profile; 

  1. Click the 'Manage' tab on your dashboard
  2. Click the 'Clients' tab 
  3. Go to the client's profile you wish to book
  4. In the top right corner of the screen, click on the blue ‘Book’ button. This will bring up the next 6 classes available
  5. Select the class you wish to book the client in for
  6. Select the payment method
  7. If your client is on a service credit based class package, simply click 'Use Credit'

Please Note: If the client has a membership and does not have to pay an additional fee for classes, the price will display as zero and you will not need to enter a payment method.

If the client/drop-in needs to pay a fee, input the fee value and select a payment method;

  • Cash
  • Credit Card
  • Direct Debit
  • Bank Transfer
  • Complementary

5. Click the 'Proceed with transaction' button.

Manually check-in everyone

There may be times when you want to book everyone into a class at once. Maybe you know that everyone that booked has turned up, or perhaps you quickly recognize who isn't there. With 'Check-in everyone' you can quickly check-in the entire class. You can then go back to un-tick those who didn't make it if that is more convenient for you. 

  • From the dashboard, select the class you wish to check-in
  • Click, 'Check-in Everyone' 

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Manually check-in from Glofox Pro

Once you have enabled 'Access logging', follow these steps to manually check-in your clients from your Glofox Pro app; 

  1. Locate and click the class you want to book your client into
  2. Locate the client you want to check-in and click the circle beside their name

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Next steps and additional support

To view and monitor a log of your facilities check-in's, click on the 'Access' tab. 

Tip: Keep the 'Access' tab open throughout the day to monitor check-in interactions as they happen.

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From here, you can view;

  • The name of the client that has entered your facility 
  • The type of membership they are on 
  • The access status 
  • The time they entered 

You can also click on these interactions to pull up the clients' entire interaction history. 

Having trouble? Reach out to support@glofox.com, and we can help.

 

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