Walk In
Available on: Desktop · Web · Phone
A walk-in is a client who is being served now — whether they turned up without a booking, or arrived for one. Instead of an appointment, a walk-in creates a job slip: the record of the work being done, which is later billed.
Starting a walk-in
In the menu, double-click Appointments › Walk In — the job slip starts one minute from now; or
in the Appointment Viewer, right-click a free time and choose New Walkin — the job slip starts 5 minutes after the time you clicked. (The right-click item is spelt New Walkin.)
The Create Jobslip window opens. It works like Create Appointment, but its date and time cannot be changed, and the services are saved as CheckedIn (yellow in the diary). Pick the stylist for each service in Stylist Selection as usual.
The job slip number uses the Default Prefix from Configuration (for example AP) unless you have used another prefix before.
Who is the client?
If Confirm Customer Type is ticked in Configuration, the first question is Select Walk-In Type:
Appointed Customer
The client has a booking. The Appointment Search opens so you can find it and bring its services into the job slip — see Bringing in a booking below.
Walkin-Non Member
A one-off client. The job slip is made out to the Default Customer set in Configuration — no search needed.
Walkin-Interest for Membership
Comes without an appointment, but may already be a member or wants to become one. The customer search opens so you can find or add them.
If Confirm Customer Type is not ticked, the customer search opens straight away.
Then add services exactly as for an appointment — see Creating and Changing Appointments — and click OK. If you add a package service and the package is not paid up enough, you are offered the payment window at that point; after paying, pick the service again.
Example — a passer-by. At 3:10 PM someone walks in for a beard trim. Double-click Walk In in the menu and choose Walkin-Non Member: the job slip is already in the name of your default walk-in customer. Pick Beard Trim, choose Ravi in Stylist Selection, and click OK. Ravi's column shows the trim from 3:11 PM in yellow — CheckedIn.
Bringing in a booking (Attach Appointment)
When a client who has booked arrives, you can bring their booking into the job slip instead of keying it again. Choose Appointed Customer, or click Attach Appointment in the job slip.
The Appointment Search window opens. Find the booking by Customer Name, Membership Series and Membership No(s)., Mobile No., Date, or by ticking Customer Selection, Service Selection or Agent Selection to pick from a list, then click Search. Pick the appointment and click OK: its services are added to the job slip, keeping their booked times and stylists.
The search lists only appointments at the Filter Status set in Configuration (for example Confirmed), and only today's if Show Only Today's Appointments is ticked. If you cannot find a booking, check those two settings.
A booking for a different client from the one on the job slip is refused: "Linked customer doesn't match with the selected customer!".
Not to be confused with Search Appointment in the Appointment Viewer, which jumps to a client's next booking in the diary.
Example — a client who booked. Neha booked a facial for 11:00 AM and arrives at 10:55. Double-click Walk In, choose Appointed Customer, type Neha and click Search. Her 11:00 facial is listed; pick it and click OK. The facial comes into the job slip at 11:00 with her stylist, and she is checked in — nothing to retype.
Another way to check in a booked client is straight from the diary: right-click their appointment and Set Status As › CheckedIn. That creates the job slip for you — see Check-In and Parameter Values.
While saving
If Show Parameter Values Before Checkin is ticked, the Parameter Values window opens for the client's before/after details.
Then, if Print Job Slip On Checkin is ticked, you are asked "Print Job Slip?".
The walk-in now shows in the diary and in the Job Slip Viewer, ready to be completed and billed.
On the web
Walk In works the same way on the web and on a phone. Choose it from the menu, or long-press a free time in a stylist's column and pick New Walkin.