![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410225519_Visual%20Book%20Guest%20Check-In.gif)
Checking-in will send an SMS Text to the associated Provider.
NOTE: Provider’s SMS phone number must be configured into their Employee Profile.
To check in
Step 1:
Access the Check-In function by double-clicking an appointment or
highlighting the appointment and then selecting "Check-in"
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410225349_Visual%20Book%20Guest%20Check-In%202.gif)
Step 2:
The Check-In screen will list all appointments under this Guest
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410225401_Visual%20Book%20Guest%20Check-In%203.gif)
Step 3:
Select the appointments you would like to check-in
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410225411_Visual%20Book%20Guest%20Check-In%204.gif)
Step 4:
It is recommended that you select both the "Check-In" & "POS" checkboxes
Check-In: Establishes the arrival time
POS: Establishes that this appointment can be tendered for payment - if not selected, sale will not post to POS
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410225439_Visual%20Book%20Guest%20Check-In%205.gif)
Step 5:
Select "Accept" - you checked-in an appointment!
NOTE: The Green checkmark indicates that this Guest is now checked-in
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410225448_Visual%20Book%20Guest%20Check-In%206.gif)
The POS option is used to tender payment for an appointment or a set of appointments under the same Guest.
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410225817_Visual%20Book%20Guest%20POS.gif)
Getting Ready to Tender Payment
Step 1:
Highlight appointment that you would like to Tender Payment for
NOTE: Appointment MUST be checked-in, if appointment is not checked-in, the sale will not display on POS
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410230342_Visual%20Book%20Guest%20POS%202.gif)
Step 2:
Select "POS"
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410230350_Visual%20Book%20Guest%20POS%203.gif)
Step 3:
This will open a new tab and redirect you to the POS Module - please follow the POS course for complete instructions on how to tender payment
Checked-Out Appointments
Once an appointment has been Checked-Out you will see a dollar sign icon on the appointment. At this point, the appointment CANNOT be edited, cut, paste, or canceled – It can be refunded.
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410230358_Visual%20Book%20Guest%20POS%204.gif)
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410230532_Visual%20Book%20Guest%20Rename.gif)
To Rename an Appointment
Step 1:
Access the Rename function by double-clicking an appointment or
highlighting the appointment and then selecting "Rename"
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410231809_Visual%20Book%20Guest%20Rename%202.gif)
Step 2:
The Rename screen will list all appointments under this Guest
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410231817_Visual%20Book%20Guest%20Rename%203.gif)
Step 3:
Select which appointments you would like to Rename
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410231823_Visual%20Book%20Guest%20Rename%204.gif)
Step 4:
Search the Guest Name or "Add a New Primary Guest" if they don’t already exist
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410231830_Visual%20Book%20Guest%20Rename%205.gif)
Step 5:
Select "OK" - you renamed an appointment!
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410231837_Visual%20Book%20Guest%20Rename%206.gif)
Secondary Guest
Secondary Guest will simply change the name on the physical appointment slot but keep the appointment record under the Primary Guest.
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410231848_Visual%20Book%20Guest%20Rename%207.gif)
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410232026_Visual%20Book%20Guest%20Itinerary.gif)
To Email/Print an Itinerary
Step 1:
Highlight the appointment you would like to email/print & select "Itinerary"
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190412184219_Visual%20Book%20View%20Itinerary.gif)
Step 2:
The Itinerary will open on a new Tab - select if you would like to view the Itinerary by Guest/Date or Reservation & select "OK"
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190412184228_Visual%20Book%20View%20Itinerary%202.gif)
Step 3:
Print the page to physically hand the Itinerary to your Guest - you printed an itinerary!
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190412184300_Visual%20Book%20View%20Itinerary%203.gif)
Step 4:
Select "E-Mail Itinerary" to send out an email copy - you emailed an itinerary!
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190412184332_Visual%20Book%20View%20Itinerary%204.gif)
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410232039_Visual%20Book%20Guest%20Profile.gif)
This will open a new Tab and redirect you to the Guest Management Module with the associated Guest’s profile.
![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190412184723_Visual%20Book%20View%20Profile.gif)