With the IBIS Check-in module, managing appointments is a breeze. Here's how it works:
Customer Check-in. Customers complete the pre-arrival or onsite check-in form.
Allocate customer records to bookings. Once the check-in form is completed, the customer records will automatically update in IBIS. If the details entered at check-in match the existing customer details on the booking, new information will be updated on their customer profile, otherwise, a new customer record will be created.
Take a look at how this works:- If you are using the Itinerary screen, the customer names will appear on the itinerary and you can then assign these customers to bookings as shown:
- For those using the Scheduler booking screen, you can easily locate the new customer record by clicking on the three dots on the last name field and then searching for the customer.
- If you are using the Itinerary screen, the customer names will appear on the itinerary and you can then assign these customers to bookings as shown:
- Viewing check-in details. Your therapists can use the Appointment list report in IBIS Online to view check-in details. This report provides a comprehensive overview of each appointment booking, and can be drilled into to see the customer check-in details. As always, you can customize your report view by dragging and dropping fields to create a layout that suits your needs.
- To access the customer's check-in information, click the details number next to their name.
- To access the customer's check-in information, click the details number next to their name.