What is Check-In & Check-Out?
The Check-In & Check-Out feature is a simple method to keep a live record of when your team visits a particular site.
They select the correct Site.
They tap Check-In to log their start time and distance from the site address.
When they finish for the day, they tap Check-Out to log their end time.
How to Turn On Check-In & Out (For Admins)
This feature is disabled by default. To turn it on for your organisation:
Log in to the Admin Console (Computer Login).
Go to My Business.
Go to Settings.
Find and tick the box that says Enable check in for users.
Click SAVE.
How to See Who is Currently On-Site
Viewing on the Mobile App
Log into the Mobile App
Tap the Menu Icon (☰) in the top left corner.
Tap Sites.
Select the relevant Site from the list.
Tap checkins in the top right corner.
Viewing on the Admin Console
Log in to the Admin Console.
Go to the Dashboard.
Filter by the Site you want to see.
Click the location icon to see a live list of all Users and Visitors currently checked in.
How to Report on Check-In History
Check-in and check-out times are displayed in the Activities Stream on the Dashboard, but for a full report:
Click on the Reports tab in the Admin Console.
Click on the Form Reports tab.
Filter by the form name Check In Check Out.
Click the orange page icon to open the report.
Automation Features
1. Set a Check-Out Reminder
Log in to the Admin Console.
Go to Sites and click the Pencil icon next to the Site you want to edit.
Select a Site Closed Time.
Click SAVE.
2. Prompt Pre-Start on Check-In
Log in to the Admin Console.
Go to My Business.
Go to Settings.
Find and tick the box that says Prompt users to complete required forms after check-in.
Click SAVE.