--- title: Visual Book - Guest Controls description: "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 do" --- [Skip to content](https://helpcenter.skywire.com/knowledge/spa-visual-book-guest-controls#main-content) English Show submenu for translations ![PALUSA New Logo Transparent-1.png\]](https://helpcenter.skywire.com/hs-fs/hubfs/PALUSA%20New%20Logo%20Transparent-1.png?height=50&name=PALUSA%20New%20Logo%20Transparent-1.png) - [Default HubSpot Blog](https://skywire.hubspotpagebuilder.net/) Open main navigation Close main navigation - [Default HubSpot Blog](https://skywire.hubspotpagebuilder.net/) - English Show submenu for translations - [Go to palusainc.com](https://palusainc.com/) [Go to palusainc.com](https://palusainc.com/) How can we help? - There are no suggestions because the search field is empty. 1. 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[Visual Book](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#visual-book) # Visual Book - Guest Controls - #### [Check-In](https://helpcenter.skywire.com/knowledge/spa-visual-book-guest-controls#checkin) - #### [POS](https://helpcenter.skywire.com/knowledge/spa-visual-book-guest-controls#pos) - #### [Rename](https://helpcenter.skywire.com/knowledge/spa-visual-book-guest-controls#rename) - #### [Itinerary](https://helpcenter.skywire.com/knowledge/spa-visual-book-guest-controls#itinerary) - #### [Profile](https://helpcenter.skywire.com/knowledge/spa-visual-book-guest-controls#profile) ### Check-In Setting an appointment to Check-In establishes that the Guest has arrived for their appointment.  ![](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)   ### POS 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  ![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190410230217_blob)   #### 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)    Rename You can change the associated Guest of an appointment by Renaming.  ![](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)   ### Itinerary   You can send out or print an Itinerary confirmation for your Guest. ![](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) ### Profile  You can quickly open a Guest Profile by selecting an appointment and selecting "Profile." ![](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)     - [SkyWire POS - Installation](https://helpcenter.skywire.com/knowledge/skywire-pos-installation?hsLang=en#main-content) - [POS Interfaces](https://helpcenter.skywire.com/knowledge/skywire-pos-installation?hsLang=en#pos-interfaces) - [SkyWire POS - Back of House / Web Configuration Guides](https://helpcenter.skywire.com/knowledge/skywire-pos-back-of-house-web-configuration-guides?hsLang=en#main-content) - [Printers](https://helpcenter.skywire.com/knowledge/skywire-pos-back-of-house-web-configuration-guides?hsLang=en#printers) - [POS Back of House Tools](https://helpcenter.skywire.com/knowledge/skywire-pos-back-of-house-web-configuration-guides?hsLang=en#pos-back-of-house-tools) - [SkyWire POS - Front of House Guides](https://helpcenter.skywire.com/knowledge/skywire-pos-front-of-house-guides?hsLang=en) - [SkyWire POS - Troubleshooting](https://helpcenter.skywire.com/knowledge/skywire-pos-troubleshooting?hsLang=en) - [SkyWire Spa](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#main-content) - [Guest Management](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#guest-management) - [Resource Scheduler](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#resource-scheduler) - [Visual Book](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#visual-book) - [Guest Check-In](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#guest-check-in) - [Point-of-Sale](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#point-of-sale) - [Frequently Asked Questions](https://helpcenter.skywire.com/knowledge/skywire-spa?hsLang=en#frequently-asked-questions) - [Default HubSpot Blog](https://skywire.hubspotpagebuilder.net/) [![Chill listening crop-3](https://helpcenter.skywire.com/hs-fs/hubfs/PALUSA%20New%20Logo%20Transparent-2.png?width=99&height=55&name=PALUSA%20New%20Logo%20Transparent-2.png "Chill listening crop-3")](https://helpcenter.skywire.com/?hsLang=en) Contact Support - 855.580.5117 Copyright © 2026, PalUSA, Inc