Check in a client

The Today tab on the staff dashboard shows the day's appointments in order. As clients arrive, you move them through the statuses.

Statuses

The dashboard highlights the next action for each row.

Check someone in

1. Find the appointment row on Today. Use the search box if the list is long.
2. Click Check in.
3. Verify identity using whatever method your clinic uses — photo ID, phone number confirmation, national ID.
4. If the client's details look wrong (phone number changed, email bounce), click the client name to open the profile, update, and come back.
5. Click Confirm check-in.

The row moves to Arrived and the practitioner sees it in their queue.

Walk-ins (no existing booking)

1. On Today, click Walk-in.
2. Search for the client. If they're not in the system, click Create new client and go through intake.
3. Pick a practitioner with an open slot.
4. Click Check in.

MediSync creates the booking at the current time and checks the client in in one step.

Mark a no-show

If a client hasn't arrived <cutoff> after their slot start, MediSync doesn't automatically mark it — someone has to. (Auto no-show is on the roadmap.)

1. Open the appointment.
2. Click Mark no-show.
3. Add an optional note.
4. Confirm.

No-show status counts toward the client's rate in analytics and can optionally trigger a follow-up message.

Reverse a check-in

If you checked someone in by mistake (wrong client, wrong appointment):

1. Open the appointment → More → Revert check-in.
2. Confirm.

This is an audit-logged action; the reversal is visible in history.