Adding / Viewing Check-In Notes

Modified on Tue, 2 Apr at 11:53 AM

The ability for your staff to view Check-in Notes at the front desk it a 2-step process.

1. Enable the check-in notes.

2. Add check in notes to the members Account.

This is how your checkin note will display on the Front Desk > Checkin screen:

A. Enable Check-In Notes

The first step is to go to Member Splash Settings → Front Desk Settings

Scroll down to the section labeled “Choose optional additional information to include in the check-in results.”

Check the box next to CheckIn Note and save your changes.

Please note the ability to add and edit check-in notes is included in the Accounts capability under your user roles. The Accounts capability allows the user to access member accounts. Typically the Account capability is only selected for Board members for security reasons. The Staff user typically does not have access to the Accounts capability and therefore cannot add check-in notes to member accounts.

B. Add check-in notes to the account

Next go to the account you would like to add a note for and enter it in the Checkin Note field.

When checking in a member once you hit the Complete Check In button a confirmation screen will appear that displays the account note as well.