We’re excited to announce a NEW feature for Envision Cloud, the Envision Cloud Check-In App! This new feature is compatible with iOS devices AND Androids.
Ultimate Users Now Have Access to the Envision Cloud Check-In App
To begin Envision Cloud Check-In, go to the app store and download the app. Once you have the app installed all of your client’s scheduled appointments will be connected. To start the day, you’ll need to log into the Envision Cloud app with your business’s Envision Cloud login credentials to allow clients to begin checking in. When they day is over the Welcome Screen has a “Business Log Off” button in the lower left hand corner.
We’ll take you through the check-in process:
1. Log into App and Welcome Screen
After you've logged into the app, your clients are ready to start signing in! Click the "Tap to Check-In" button.
2. Check-In Login Screen and Enter Information
Clients can enter their information in the box below. The Cloud will then find their scheduled appointment and update the calendar (live) on Envision Cloud.
3. Verify Information
After their initial check-in, clients will have the ability to verify information or modify information if necessary. The modification tool is helpful if a client needs to update their email, phone number, or alternative phone number. Their modified information will then be updated on their account for future use.
If a client who does not have an appointment scheduled before check-in they will not be found in the system. If they do attempt to check-in, the screen will flash an“uh-oh” asking clients to speak with a member of your staff for help. If a client enters in the wrong account information the Verify Info screen has a“Go Back” button and will take the user back to the login screen so they can re-enter their correct information.
4. Thank You for Checking In
All done! Once finished checking in and modifying information clients will be taken to the Thank You Screen. Click the "Finish" button and check your Envision calendar to find their appointment and proceed with services. :)
We're jazzed about the NEW check-in app, are you? If you're not an Ultimate user and are siked for the app, not a problem, visit our website to learn more about the Ultimate package here or call a member of our sales team. We're happy to take you through other Ultimate features that make Envision Cloud all the better. For existing Ultimate users, what are you waiting for? Decrease waiting by giving your clients this new check-in feature.
