Guest Check-In - View

• Details

• Activity

• Note

• Profile

Details

Here you can view appointment details.

View appointment details like when it was booked, comments, Resources assigned, and Guest information. You may also DOUBLE-CLICK on an appointment to view appointment details. 

Activity

Here you can view Activity information. 

Find information like pricing, Resources that are qualified to perform it, Notes, Up Selling & Cross Selling opportunities, and any Availability/Pricing restrictions.

Note

Here you can view and edit notes for a single Appointment or an entire Reservation.

To View/Edit a Note

Step 1:

Highlight the appointment and select "Note"

Step 2:

Select the "Note Type" to View the Note.

Step 3:

Select "Edit" to make adjustments to the Description, Trigger Points, or body of this Note

NOTE: You can set notes to be alerted at different times of visit, which is what we call Trigger Points

Step 4:

Select "Save" - you have edited a Note!

Optional

Enter an expiration date if this is a time-sensitive note

Assign an Access Level

• Shared: Users who have the permission to view Notes can view
• Private: Only the Owner (you) can view 
• Secured: Only Users with the permission to view Secured Notes can view

Assign Importance – For informational purpose only

• Normal
• Urgent

Owner Will automatically populate with the User that is logged in

Delete a Note

Select “remove” to completely delete the Note.

Select “edit” and flag as Inactive to keep the record of the Note

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Profile

You can quickly open a Guest Profile by selecting an appointment and selecting "Profile."

This will open a new Tab and redirect you to the Guest Management Module with the associated Guest’s profile.