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Where to find it: In the left sidebar, click Check-In. You’ll see pages for the Dashboard, Calendar, Shift Management, Clock In / Out, and Forms.
Prerequisites: You need at least one Location, Provider, and Service set up. The calendar and appointment booking are covered in Scheduling — this section focuses on the dashboard, staff time tracking, and shift planning.
The Check-In section is where front desk staff start their day. It brings together everything you need to run the clinic smoothly: a dashboard showing today’s appointment activity, tools to track when staff clock in and out, and a weekly calendar for planning provider shifts. Think of it as your daily operations hub. The Calendar is where you book and manage individual appointments — Check-In is where you step back and see the bigger picture.

Daily Dashboard

See appointment metrics, chase pending intake forms, and handle alerts.

Staff Time Tracking

View clock-in records, compare scheduled vs. worked hours, and export for payroll.

Shift Planning

Plan provider shifts and blocks for the week, resolve conflicts, and clear holiday schedules.

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What New Front Desk Staff Should Know

When you first open Check-In, here’s what to expect:
  • Start on the Dashboard. It gives you a snapshot of how busy the day (or week) looks — how many appointments are booked, which patients still need to fill out forms, and any alerts that need attention.
  • The Calendar lives here too. The main appointment calendar (documented in Scheduling) is accessible from the Check-In section. That’s where you book, reschedule, and manage individual appointments.
  • Shift Management is for planning ahead. If you’re responsible for setting provider schedules, the shift calendar lets you see and edit who’s working when across all locations.
  • Clock In / Out is for time tracking. If your clinic uses time tracking, this page shows who clocked in, when, and how their hours compare to what was scheduled.

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Permissions

Check-In features are controlled by role-based permissions:
PermissionWhat it allows
Scheduling ReadRequired to access the Check-In section at all. Without it, the entire section is hidden.
Scheduling Shifts WriteCreate, edit, and delete provider shifts. Also needed for the Delete Holiday Shifts feature.
Scheduling Blocks WriteCreate, edit, and delete provider blocks (lunch, meetings, etc.).
Clock-In History ReadView the clock-in/out history page.
Clock-In Times EditAdd new time entries and edit existing clock-in records.
Clock-In ExportExport clock-in history data.
Clock-In SkipWhen granted, the provider is not required to clock in. Staff without this permission see only their own clock-in records by default.
Admin users have full access to all Check-In features.