Saved Check-in Information

Many businesses need one extra detail from a customer every time — a vehicle, a student name and grade, a truck number, an apartment, a pet's name. Saved Check-in Information captures that one detail, remembers it, and attaches it to every ticket automatically. It's completely generic — you decide what it means.

It's off by default. Turn it on per location when you need it.

Set it up (Location Admin)

1. Open your location's settings — Queue screen: Set up → Check-in form; classic menus: Settings — and expand Saved Check-in Information.
2. Tick Enable.
3. Fill in:
   • Label — what to call it, e.g. Vehicle Information, Student Information, Truck Information.
   • Instruction — a short line telling the customer what to enter.
   • Shared across — This Location (each location keeps its own) or Entire Business (one record shared by every location — only available when the location belongs to a Business).
   • Required — customers must provide it to check in.
   • Ephemeral — nothing is saved between visits: customers enter it fresh each time and it lives only on that ticket (maximum privacy).
4. Under How it's provided, tick Self, Assisted, or both (below).
5. Select Save profile & check-in settings.

Two ways to provide it

Self — the customer enters it

With Self on, the check-in form shows your Label and Instruction and a box for the detail. The customer types it once; on future check-ins it's reused automatically (they can leave it blank to reuse it, or type a new value). Signed-in customers see theirs pre-filled. While their ticket is live, they can also Add information or Edit information from their status page.

Assisted — staff look it up by an identifier

Some businesses would rather staff create the ticket — schools with a car line, truck yards, secure sites, or anywhere customers shouldn't be on a phone. With Assisted on, staff use a Lookup Identifier you name under Lookup Identifier label (e.g. Pickup number, Truck tag, Badge #).

On the walk-in form (classic menus: Walk-in; Queue screen: + Add visitor) a staff member types the identifier (e.g. 427):

• If it's on file, the saved detail is attached to the new ticket instantly (name and phone are optional in this mode — the identifier is the key).
• If it's new, staff type the detail once; that identifier now remembers it for next time. Your list builds itself as you go.

What everyone sees

• On the ticket — the detail shows on the ticket's card on the queue board and on the ticket page, highlighted so it's easy to spot (e.g. "Student Information · #427 — Emma Smith, Grade 2"). The ticket then moves through your queue as usual.
• Editing later — staff can add or edit it from the ticket page or the customer's profile (classic: Customers; Queue screen: History → Customers). Customers can edit theirs from their status page in Self mode. Each ticket keeps a snapshot taken at check-in, so correcting the saved information later never changes past tickets.

Notes

• It's separate from the Additional info notes box — notes are per ticket; Saved Check-in Information is reusable and auto-attached.
• Information stays within your Location, or your Business if you chose that scope — never across unrelated businesses.
• Permanently deleting a customer also erases their saved information in that location and its Business.
• It's one free-text box. Start simple; you can change the Label, Instruction, or scope later.