To learn more about Post Check-In, refer to the content below.
1. Starting Point
After a client has been checked in, you will have the option to print their schedule and badge. The badge will look like the screenshot on the right.
The QR Code is only active for the time they are in the building. To extend the time that it is active, click the QR Dropdown and click Extend Expiration.
2. Edit Client Information
After a client has been checked in, you can edit their information by selecting the Client Information
Dropdown and clicking “VIEW AND MODIFY”.
3. Edit Required Documents
Just as you can edit Client Information, you can View and Edit the Documents that are uploaded after the client has checked in.
To do this, click “View And Upload Documents”.
From there, click on the trash can icon above the document you want to delete, and it will remove it from the reservation.
4. Approved Check-In
At the completion of the check-in process, you should see Checked In under Check-In Status, Approved for Export Control, and Reviewed for documents.
If you see Reconcile under documents, this means not all uploaded documents have been reviewed.