Check-In and Parameter Values
Available on: Desktop · Web · Phone
Checking in means the client's service is starting. From that moment the visit is recorded on a job slip, which is later completed and billed. Along the way you can record parameter values — details about the client before and after the service, such as hair length, skin type, weight, or a photo.
Checking in a booked client
In the Appointment Viewer, right-click the appointment and choose Set Status As › CheckedIn. When it is offered depends on Filter Status in Configuration — see Appointment Status and Cancellation. An appointment in the Lobby can always be checked in, as long as its end time has not passed.
A job slip is created for all of the client's services in that appointment that have the same status, and they turn yellow (CheckedIn) in the diary.
If Show Parameter Values Before Checkin is ticked in Configuration, the Parameter Values window opens for each service on the job slip that has parameters, one after another.
Then, if Print Job Slip On Checkin is ticked, you are asked "Print Job Slip?".
A client who walks in — with or without a booking — is checked in through Walk In instead. See Walk In.
Parameter values
Parameters are the details you want to record for a service or a package. They are set up in Package Parameters (the Define Package Parameters window), where you also decide which are required. They can be numbers, text, yes/no, or an image. A package service shows the package's parameters if the package has any; otherwise it shows the service's own. Hidden parameters are not shown.
The Parameter Values window
The top of the window shows the Appointment ID, Customer, Service and Stylist. For a package service it also shows the Package, the Services count (maximum, used and pending), the Package Start and the client's First Visit on this package service.
The grid has one row per parameter:
PARAMETER
The detail being recorded; a required one is marked *
LAST BEFORE, LAST AFTER, LAST REMARKS 1, LAST REMARKS 2
What was recorded at the client's last visit for this service — for comparison, not editable
BEFORE, AFTER
This visit's values, before and after the service
REMARKS 1, REMARKS 2
Notes
IMAGE
For an image parameter: which images are attached — Before, After, Before + After or (none)
How you enter a value depends on its type:
Number — type it. A value outside the set range gives "Value of … cannot be less than …" or "Value of … cannot be greater than …".
Text — typed in capitals, up to its maximum length ("Length of … cannot be greater than …").
Yes/No — pick YES or NO from the list.
Image — select the parameter's row, then use Before Image or After Image. The BEFORE/AFTER cell then shows Image.
Remarks are typed in capitals too. When you leave a row, the value being checked (see below) is validated — a required value left blank gives "… cannot be blank.", or "Invalid selection for …" for a yes/no.
The History list underneath shows every value recorded for this client, newest first — Appointment ID, Date, Parameter, Before, After, Remarks 1 and Remarks 2.
Click Save and answer Yes to "Are you sure you want to save details.". If a required value is missing, you see "Details required." and nothing is saved. Close leaves the window; if required values are still missing you are asked "Required values not supplied,are you sure to exit".
Before at check-in, after at billing
At check-in, the BEFORE values are the ones that must be filled — the line beside the grid says "Check-in: the BEFORE values are checked.".
With Show Parameter Values Before Billing ticked, the window opens again just before the bill — when the job slip is completed, or billed from the Job Slip Viewer — and the AFTER values are checked: "Billing: the AFTER values are checked.".
If you close the window at check-in without all the required values, the job slip is still saved, and you see "Saved, but required parameter values are missing for n service(s).". Fill them in later from the Job Slip Viewer: tick the job slip and click Param. Values (with none ticked, you can search for the job slip).
Example — a hair spa. Your Hair Spa service has two parameters: Hair Fall (strands per wash), a number, required; and Scalp Photo, an image. Kavya checks in for her third hair spa. The window shows her last visit's 120 under LAST BEFORE. You enter BEFORE 95, select the Scalp Photo row and attach a photo with Before Image, then Save. After the session, when she is billed (with Show Parameter Values Before Billing ticked), the window opens again showing BEFORE 95, and you enter AFTER 90. The next time it opens, the History lists all three visits, newest first — you and Kavya can see the hair fall coming down.
On the web
Check-in and the Parameter Values window work the same way on the web. On a phone, long-press the appointment and pick Set Status As: CheckedIn from the list; the Parameter Values window opens full screen. On the web the History is a list in which each line shows the parameter and its before → after values, then the date, appointment and remarks.