How to Check In a Customer

In this article you will learn how to use the check-in feature in RepairDesk. Checking in a customer is one of the fastest ways to create a ticket or complete a checkout. When you check in, you are instantly redirected to the POS with all relevant information already prefilled, including the customer, device, and reported issue. This eliminates redundant data entry and gets you to the transaction in seconds.

Where to Access the Check In Option

The check in button lives inside the Call Detail Drawer. You can open this drawer from four places:

• The POS
• The Call Listing Page
• Tickets
• Leads

Checking In from the POS

1. Search for the customer on the POS.
2. Select the customer. The Call Detail Drawer will open automatically.
3. Click Check In.
   

Checking In from the Call Listing Page

1. Click the phone icon in the main navigation bar to go to the Call Listing Page.
2. Click on any call log to open the Call Detail Drawer.
3. Click Check In.
   

Note: You can learn more about the Call Listing Page here.

Important Things to Know

The Check In button only appears in the Call Detail Drawer if there is an active lead associated with the customer.

If the customer has multiple active leads, the drawer will display the call linked to the most recent lead.