Help Center
Task-by-task guides for setting up online check-in, running your live queue, and managing resources, service windows, teams, and locations. New here? Start with the first-location setup checklist.
Start here
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What SiteCheckin does — and the words we use
A two-minute overview of the product and the key terms you'll see everywhere else in this help center.
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First-location setup checklist
The safe order to set up a new business and location, from account to a published QR code.
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Run a test check-in before going live
A safe end-to-end test that proves the customer flow and your dashboard work — and how to clean up after it.
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The business-type wizard (set up in about two clicks)
Pick your kind of business from a card grid — barbershop, restaurant, school pickup, boarding, rooms — and get a working setup with the right workflow, services, and screens.
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The Overview page & Set up guides
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.
Customer check-in
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How customers join the queue
What the customer sees, what they must provide, and what happens right after they check in.
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Configure the customer check-in form
Choose what customers must provide, pause check-in, or require sign-in — all per location.
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Privacy, consent & age confirmation
What customers are told about their data, how marketing consent is recorded, and the optional age confirmation.
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Saved Check-in Information
Collect one reusable detail (vehicle, student, truck, apartment…) once and attach it to every ticket automatically.
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Tracking links, lost links & customer cancellation
How customers follow their place in line, cancel a check-in, release a resource early — and what to do about a lost link.
Daily queue management
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Use the staff dashboard
The live board where your team sees and moves every ticket — columns, live updates, and history.
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Add a walk-in customer
Check someone in at the desk so they join the same queue as online customers.
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Find, update & close tickets
Search past and present tickets, edit details, add notes, and finish tickets correctly.
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Review suspected check-ins
What the "Suspected check-ins" panel means and how to confirm or delete entries safely.
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Message customers — Call for help & ticket chat
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.
Services & workflows
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Add & manage services
The list customers pick from when they check in — add, edit, reorder, disable, or start from an industry template.
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Choose your queue workflow
Pick the stages your tickets move through — the general flow or an industry preset — and switch safely.
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Create a custom workflow
Design your own stages, colors, and customer-facing messages when no preset fits.
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Let customers move their own ticket (self-service)
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.
Team & permissions
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Invite your team
Email invitations, accepting an invite, and shared front-desk logins.
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Roles & permissions
What Staff, Admin, and Owner can do at a location — and how business roles cascade to every location.
QR codes, kiosks & displays
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Create & print your QR code
Download your location's QR code, print a ready-made flyer, or embed a check-in button on your website.
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Set up the lobby display board
A read-only screen for your waiting room showing the live queue — with name privacy you control.
Resources (rooms & equipment)
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Understand resource queues
What resources are, how their automatic timed queues work, and how they differ from your main queue.
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Add a resource
Create a room or equipment queue, set its reservation length, and publish its QR code.
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Manage active reservations
Extend, end, or no-show reservations from the live resource board — and find past reservations.
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One shared QR for all your rooms
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.
Windowed mode (service counters)
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Understand windowed mode
Take-a-number queues served at numbered windows — what it is and when to choose it over the board.
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Enable windowed mode & add windows
Turn a location into a take-a-number operation and create its numbered windows.
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Work a window — claim, call next, breaks & shift end
The staff console for windowed locations, from taking a window to your last customer of the day.
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Call ahead & auto-call (keep every counter busy)
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.
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Set up the kiosk & now-serving board
A take-a-number tablet for your lobby and the "now serving #A → Window 2" screen behind the counters.
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Priority groups (boarding-style calling)
Turn your service types into ranked groups with open/close gates — call Group 1, drain it, open Group 2 — like boarding an aircraft, from one console card.
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Rapid one-tap serving ("✓ Done — next")
When the line is moving fast, one big button completes the current customer and calls the next in the same beat — no per-ticket taps.
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Force-release a stuck window
A staffer left without ending their shift and their window is stuck "away" with customers attached? An admin can release the seat and send its live tickets back to the head of the line.
Businesses & locations
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Create your business & first location
Sign up, name your business, and get a working check-in page in a few minutes.
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Add a location
Create another location inside your business — each gets its own queue, QR code, team, and settings.
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Move a location into (or out of) your business
Adopt a standalone location you own into your business, or release one back to standalone.
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Run a multi-location business
The business console — live overview of every location, roll-up reports, shared branding, team, and settings.
Customers & reports
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Search & manage customers
Find customer records, view visit history, edit details, and delete on request.
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Reports & activity history
Check-in metrics per location and across the business, plus the audit trail of staff actions.
Plans & limits
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Plans, quotas & limits
What each plan includes, how the daily check-in and resource quotas work, and where to manage billing.
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Manage your subscription
Start a plan, switch tiers, update your card or invoices, and cancel — all from the Plan page.
Account & security
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Sign in, passwords & account security
The different sign-in doors, resetting a password, and keeping shared devices safe.
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Contact SiteCheckin support
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.
Troubleshooting
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Troubleshooting — customer check-in problems
Symptom-by-symptom fixes for the customer side — can't check in, duplicate message, lost link, missing email.
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Troubleshooting — staff & admin problems
Fixes for dashboard, permissions, invitations, windows, resources, and live-update issues.
Can’t find what you need? Contact support.