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How does customer self check-in work?
How does customer self check-in work?
Sharon avatar
Written by Sharon
Updated over a year ago

Tired of taking class attendance? Have late arrivals? Let your customers mark themselves as attending!

  • Just put an iPad or tablet at your door (check your device compatibility here).

  • Your regular customers can check themselves in with the touch of a finger.

  • Works great for late arrivals, use self check-in to stop the interruptions!

  • You’ll have more time to spend with new customers.

  • Customers will see their current pass status when they check-in.

  • You’ll know if a customer needs a new pass.

  • Mobile or Wi-Fi connections work great.

Here's a video to send to your instructors to help activate self check-in:

Turn Self Check-in on for each class

When you're preparing for class to begin, click the Self check-in button.

For attendance-only instructors and users, you'll see the button on the Home page.


For Instructors and other users with restricted or administrative access, you'll see the button on the class details page.

The screen will change to the self check-in view -- a simple, clean version of the attendance screen with no navigation or distractions.

At this point, you can move your device to the check-in area.

How customers use Self Check-in

As they arrive, customers who have reservations can click the I Have A Reservation button. This opens a pop-up window where they can select their name to find themselves quickly:

If the customer doesn't have a reservation, but is an existing customer with your studio, they can quickly find their names by starting to type in the search bar.

Punchpass dynamically finds a match as they type in real-time so the customer can select themselves and be all checked in!

After the customer clicks their name, they're asked to confirm and they are all checked in!

They are given a pass notification and update at this time as well.

That's it! The pass notification alert disappears after a few seconds, and the screen is ready for the next customer.

Self Check-in for customers who need a pass

After checking themselves into class, when someone needs a pass, they'll see a message prompting them to check-in with the instructor.

On the class details page, this customer is marked as attending the class and will be flagged as No Pass! Assign One or Needs Pass until a pass has been assigned to them. Here's our guide to assigning a pass (or ticket) to a customer.

Using the touchless interface for self check-in

Additionally, we offer a QR code for a touchless interface! Customers can use their phone's camera to check in using their own device, reducing the spread of germs.

Exiting the Self Check-in

To exit the self check-in screen, click the Exit button in the lower left corner. We made it inconspicuous so your customers won't be tempted to click there.

When class is over, you can exit from the self-check in.

For attendance-only instructors and users, you'll be returned to the Home page of the schedule.

For instructors and users with restricted or admin access, you'll be returned to the class details page and can follow up with anyone who needs a pass.

Please note: Some of the self check-in features won't work correctly on older devices or browsers. Please check that you have a compatible device (keep this info in mind if you're specifically purchasing a tablet to use for self check-in!).

Here's a tip: If you routinely have a tablet or mobile device set aside for customer self check-in, it may be useful to log in from that device as an attendance-only user. That prevents any access to data when exiting out of customer self check-in. Here's more about the different user levels in Punchpass.

Setting up Self Check-in for late arrivals

Have students that get stuck in traffic and arrive late to class? Here's how to set up self check-in to eliminate disruptions!

Over in the Online Reservations section of your account, if you select the option to Book Until Class Starts, customers can register themselves for class up to 30 minutes after the class starts.

Instructors and other studio admins with restricted or admin-level access can always add someone to a class at anytime too.



Frequently Asked Questions about Self Check-in

Why am I seeing duplicate attendances for customers?

If your business Online Reservation settings allow customers to make multiple reservations, you might notice that there duplicate sign-ins appearing when using self check-in.

This can happen if a customer accidentally marks themselves as attending multiple times.

On the Admin side of Punchpass, you can easily remove the extra class attendances.

Navigate to the class details page and in the Attended section, click the three-dot icon next to the customer name, and select the trash can button to remove the attendance.

And a confirmation message that the attendance was removed will appear.

How does self check-in work for customers without reservations?

When you're using self check-in mode, you're using the admin settings for the class, and if a customer has an account with your studio they'll be able to search for their name and make a reservation for the class.

For restricted- and admin-level instructors and users, you also have the ability to add customer reservations, including new customers to a class.

To do this, you'll Exit the self check-in, press the Add A New Reservation button from the class details page.


For new customers and attendance-only instructors:

Attendance-only instructors aren't able to access customer accounts. As such, they'll need to guide new students to make a class reservation on their own or take the person's name down for an admin to manage as they're unable to create new customer accounts.



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