Help Center

A two-minute overview of the product, the three ways to serve people, and the key terms you'll see everywhere else in this help center.

The safe order to set up a new business and location, from account to a published QR code — and where the Set up page and the go-live checklist fit in.

A safe end-to-end test that proves the customer flow and your live queue work — and how to clean up after it.

Pick your kind of business from a card grid grouped by Line, Take-a-number and Rooms — and get a working setup with the right workflow, services, and screens.

One page with your share links, live status, and this week's numbers — plus step-by-step guides that check themselves off as your setup progresses.

What the customer sees, what they must provide, and what happens right after they check in.

Choose what customers must provide, preview the form, pause check-in, or require sign-in — all per location.

What customers are told about their data, how marketing consent is recorded, and the optional age confirmation.

Collect one reusable detail (vehicle, student, truck, apartment…) once and attach it to every ticket automatically.

How customers follow their place in line, cancel a check-in, release a room early — and what to do about a lost link.

The live board where your team sees and moves every visitor — called Dashboard on the classic menus and Live → Queue on the Queue screen.

Check someone in at the desk so they join the same queue as online customers — Walk-in on the classic menus, + Add visitor on the Queue screen.

The Queue screen layout — one Live menu item with tabs (Queue, My booth, Rooms, At a glance), History, Set up and Screens & signs — and how to turn it on or off for a location.

Search past and present tickets (Tickets, or History → Visits on the Queue screen), edit details, add notes, export a CSV, and finish tickets correctly.

What the "Suspected check-ins" panel on the board means and how to confirm or delete entries safely.

Let checked-in customers signal your team ("call the server") and exchange short messages on their ticket — plus how to turn it on, configure it, and use it day to day.

The list customers pick from when they check in — add, edit, reorder, disable, or start from an industry template.

Pick the stages your tickets move through — the general flow or an industry preset — and switch safely.

Design your own stages, colors, and customer-facing messages when no preset fits.

Allow customers to advance or move their own ticket back — only for the steps you choose. Great for roll call / presence (Present ⇄ Away), self-seating, and "I'm back" toggles.

Invite teammates by email, change their role or remove them, and how shared front-desk logins sign in.

What Staff, Admin, and Owner can do at a location — and how business roles cascade to every location.

Download your location's QR code, print a ready-made sign, print all room door signs at once, or add a check-in button to your website.

A read-only screen for your waiting room showing the live line — with name privacy you control.

What rooms & equipment (resources) are, how their automatic timed queues work, and how they differ from your main queue.

Create a room or equipment queue, set its minutes per person, and print its door sign.

Extend, end, or no-show reservations from the live rooms page — and find past reservations.

Post a single code where people arrive; everyone joins one line and is assigned whichever room frees first — first come, first served across all of them.

Take-a-number queues served at numbered windows, booths or counters — what it is and when to choose it over a line.

Switch a location to Take-a-number, name its windows (or booths, counters…), and add one per staffed position.

My window (or My booth, My counter…) — the screen take-a-number staff work from, from taking a window to your last customer of the day.

Let one window hold several live tickets ("then #46 #47") and auto-fill free capacity from the line, so a counter never idles while the next customer walks up.

A take-a-number tablet for your lobby and the "now serving #45 → Window 2" screen your waiting area watches.

Turn your services into ranked groups with open/close gates — call Group 1, drain it, open Group 2 — like boarding an aircraft, from one card on My window.

When the line is moving fast, one big button completes the current customer — and with auto-call, the next is called in the same beat.

A staff member left without ending their shift and their window is stuck with customers attached? An admin can release it and send its live tickets back to the front of the line.

Sign up, name your business, and get a working check-in page in a few minutes — or make a ready-made location yours.

Create another location inside your business — each gets its own queue, QR code, team, and settings.

Adopt a standalone location you own into your business, or release one back to standalone.

The business console — live overview of every location, roll-up reports, shared branding, team, settings — and switching between locations.

Find customer records, view visit history, add notes, export a list, edit details, and delete on request.

Check-in metrics per location and across the business, plus the audit trail of staff actions and the consent log.

What each plan includes, how the daily check-in and resource quotas work, and where to manage billing.

Start a plan, switch tiers, update your card or invoices, and cancel — all from the Plan page.

The two ways to sign in (email account or business code + username), signing out, resetting a password, and keeping shared devices safe.

How to reach SiteCheckin support from inside the app — try Ask AI or the help center first, then send a support request that reaches our team and gets a reply by email.

Symptom-by-symptom fixes for the customer side — can't check in, duplicate message, at capacity, lost link, missing email.

Fixes for sign-in, the dashboard and queue, permissions, invitations, windows, resources, and live-update issues.