Manage Data Collection in the Walk-in Manager

Accessing Walk-In Manager Settings

1. Navigate to Settings:
   • Go to the Setup Menu and select Configuration.
   • In the left navigation panel, click General, then select Walk-In.

Client Data Collection Options

1. Predominantly Do Not Collect

• Overview: Client information is not stored in the Client List.
• Process: Use a client identifier (e.g., a first name only or number) to manage visits without creating permanent records.
• Access: The Client List can still be manually viewed and utilized if needed.

2. Predominantly Collect

• Overview: Client data is stored in the Client List.
• Process:
  • When creating a visit, you are taken directly to the Client List.
  • You can choose an existing client or add a new client.
• Benefit: This option enables keeping records of visit history for reference and reporting.

Using Demographic Options

Customizing Data Collection

• Click on the Demographic Options tab to specify what client information to collect.
• Choose the data points (e.g., age, gender, or other details) you wish to gather.

Optional or Mandatory Fields

• Select whether each data point is mandatory or optional.
• If mandatory, you’ll be prompted to enter this information each time you add a new visit.

Reporting Use

• Collected demographic data can be used for reporting and analysis.

Saving Your Changes

After customizing your settings:

• Click Done to save your changes.
• The system will apply your preferences to subsequent client interactions.