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Using the Walk-In Manager: Key Features and Tips

The Walk-In Manager is a user-friendly tool designed to streamline client and employee management in busy environments. 

Navigating the Walk-In Manager

  • Accessing the Feature:
    Locate the Walk-In Manager in the navigation panel on the right-hand side of your screen.

  • Interface Overview:

    • Top Section: Displays employees who are clocked in and ready to assist clients.
    • Left Panel: Shows clients waiting in line.
    • Right Panel: Displays clients currently being served.

Managing Employees

  • Adding Employees:
    Click on the Employee button in the top-right corner, select the employee, and clock them in by tapping their name.

    • A green indicator signals that an employee is clocked in and available.

Managing Clients

  • Checking Clients In:

    • Use the Check-In button to add clients to the waiting list on the left-hand side.
    • Current clients in service appear on the right-hand side.

  • Accessing Client Information:

    • Right-Click: Opens an action menu for advanced options like adding notes, deleting visits, or reprinting tickets.

  • Grouping Clients:
    Select multiple clients to combine their bills by grouping them under one card for simplified transactions.

Customizing Columns

  • Right-click on column headers (e.g., In Service, Employee) to select what information is displayed, ensuring you see only what’s relevant.

Finalizing Transactions

  • Navigate to the checkout by selecting the shopping cart icon.
  • Complete client transactions efficiently and access additional features like reprinting tickets from the checkout screen.

Additional Resources

For more detailed instructions on specific tasks—like adding clients, grouping bills, or managing employees—refer to the available tutorial videos. These resources provide step-by-step guidance to help you leverage all functionalities of the Walk-In Manager.

Summary of Key Takeaways

  • Clock in employees to make them available for clients.
  • Manage waiting and in-service clients using the left and right panels, respectively.
  • Customize the interface for optimal usability by adjusting column settings.
  • Use the action menu for quick client management tasks.
  • Refer to tutorial videos for in-depth training.