Single Member Check-In
Users can check customers in quickly using the Check-In button in the header of the customer record.
If they are the only member on their plan, they are checked in with no other prompts.
Notice: The Check-In button has changed color to let the user know the action was successful.
If the customer has an outstanding balance when the Check-In button is clicked, a dialog appears to show the user what balances are due. From here the user can proceed with collecting the payments.
Multi Member Check-In
If there are multiple members on the plan, the Check-In icon changes.
When the Check-In button is clicked, the user is shown a dialog with all associated members so they can select which members are checking in. Any combination of family members can be selected here. Once the user has selected all members they would like to check in, they can just click the Check In button at the bottom to complete the check-in process. Cancel can be clicked at any time to return to the previous screen without making any changes.
The check in button next to the member whose record was open when this dialog appeared is automatically selected, but can be unselected if needed.
Notice: The Customer Entry status is also shown in this dialog to the left of the check in buttons.
If there are any unpaid balances when a member is checked in, the user can see what they are and can be directed to collect any payments when the Check In button is clicked.
This can only be seen during a family Check-In. Individual members will skip this step and will go directly to the Payment Due dialog below.
Once Check-In is clicked when there is an outstanding balance due, users will see the following screen where they can collect the payments.
A list of recent check-ins can be seen from the main customer search page.
