First-location setup checklist

Work through this list top to bottom. Each step links to a detailed guide.

Where you set things up

• Queue screen locations (all new sign-ups): open Set up in the menu. It has everything in one place — How people are served here at the top (Line or Take-a-number, plus Rooms & equipment), a What you need to serve people checklist, then cards for Check-in form, Services & stages, Customer updates, Team & logins, Screens & signs and Your business & advanced. Each card shows ✓ Done, ○ To do or Optional and opens the page that changes it.
• Classic menus: open Settings in the sidebar. How people are served here is the card at the top; the other options are collapsible sections below it.

The checklist

1. Create your account and business. Go to /signup, register with Google or email + password, then enter your Business name and select Create my check-in page. Choosing an Industry is optional — it pre-fills a service list. (If you see the business-type wizard instead, pick your card — it sets up your workflow and services for you.) (Details)
2. Pick how people are served. Choose Line or Take-a-number under How people are served here (Set up, or the top of Settings on classic menus). Switching asks you to confirm and can be undone any time. Add rooms or equipment from the same card if you need them. (Take-a-number · Rooms)
3. Review location basics. In Settings, check Basics (name, contact) and Address & hours — including your Timezone, which drives ticket numbering, the daily quota's calendar day, and the times customers see. (Queue screen: Set up → Your business & advanced.)
4. Choose what customers must provide. In Check-in options, review the phone and email requirements (both on by default), the address question, and any public notice. (Queue screen: Set up → Check-in form, which also shows a live preview.) (Details)
5. Add or review services and stages. Under Your services, add what customers can pick, or load a template. Under Queue workflow, keep the general flow or pick a preset — or build your own. (Queue screen: Set up → Services & stages.) (Services · Workflows)
6. Invite your team. Under Team members, send email invites; add a shared front-desk login under Username & password logins if you want one. (Queue screen: Set up → Team & logins.) (Details)
7. Get your QR code. Classic menus: open QR code (or QR & print) in the sidebar. Queue screen: Set up → Screens & signs, where the Print kit has your entrance sign. (Details)
8. Optional: a waiting-room screen. Classic menus: the Display board (or Now-serving board) link under Screens in the sidebar. Queue screen: Show on a TV ↗ on the Live tabs, or Set up → Screens & signs. Choose how names appear in Privacy, display & consent (ticket number only is the default and most private). (Details)
9. Run a test check-in before you publish anything. (Details)
10. Publish. Put the QR code at your entrance and share your check-in link.

The go-live checklist on your queue

Until your location receives its first check-in, admins see Get ready to go live at the top of the queue (classic: Dashboard; Queue screen: Live → Queue) with progress like 2 of 6 done.

• Select its title to collapse or expand it — your browser remembers your choice.
• Don't show again hides it for everyone at the location (you're asked to confirm). To bring it back, open Set up (or Settings) and select Show it again on the Queue — available until the first check-in.
• It disappears by itself after your first check-in.

Was your location set up for you?

If we prepared a ready-made location for you, admins may see a Make this mine banner. Select it, create (or sign in to) your SiteCheckin account, and confirm with Make it mine — the location becomes a business on your account with you as the Owner, keeping its settings, QR codes and visitors. This banner only appears on ready-made locations where it has been offered.