Doc Summary
Walk-In Manager helps owners and managers organize client check-in, team availability, and fair walk-in rotation.
1. Create your business #
Sign in at Haircut Now Shops. After checkout, complete Create my business with your name, business and location names, street address, and the shop’s Business time zone.
You can complete this step from anywhere. Device location permission and an accurate GPS reading are not required to create the business. Precise shop location is saved later during kiosk setup.
2. Customize the client experience #
Open branding and save the business name, logo, colors, booking link, and review link you want clients to see.
3. Add your team #
Invite team members through the dashboard. Each person uses their own account. Membership alone does not put someone in the daily rotation: they must check in for the day and have working, verified alerts.
4. Set the kiosk location and pair your tablet #
At the business, open kiosk setup and choose Set kiosk location. Use a phone or tablet with precise location enabled, capture its current location, review the address and team check-in radius, and select Save business location. Continue to kiosk pairing.
You can add your team and configure your account before this step. Kiosk pairing, opening walk-ins, and joining the rotation require the shop location to be configured.
On the client tablet, open the kiosk address shown in your dashboard. Name the tablet, choose Create pairing code, and enter the code on the tablet. Confirm the business name. See the kiosk setup guide.
5. Choose whether to use service routing #
Service-based routing is optional and off by default. With it off, clients enter their name. With it on, clients first choose one of your custom services.
In Service-Based Walk-In Routing, add services and save each team member’s Permanent qualifications before turning routing on. At least one active service must be assigned to an active team member. Staff can pause an assigned service for their current shift but cannot add their own qualifications.
The system keeps one shared rotation and filters it by the selected service and current eligibility. Clients do not choose a specific team member at the kiosk.
6. Prepare alerts and daily check-in #
Ask each working team member to sign in on the phone they will use, enable and verify alerts, and check in at the business. Phone check-in still checks their location against the shop’s check-in area. Creating the business without GPS does not remove this daily check-in requirement.
Confirm that the team’s alerts are connected and eligible members appear Ready. Use the staff guide and alerts troubleshooting guide.
7. Review timing and complete one test #
Set your offer response time and minimum service-completion time. Complete one test walk-in: kiosk check-in → offer → Accept → two-minute client verification → automatic service start → Mark Complete after the minimum service time.
During the two-minute Accepted window, the assigned team member can use Walked Out or Not a Walk-In when appropriate. Normal service starts automatically; there is no routine Start Service step.
Daily operation #
- Check that the kiosk is connected and walk-in sign-in is open.
- Confirm working team members have checked in and verified alerts.
- Review service availability when service routing is enabled.
- Monitor the queue and record correct outcomes.
- Use reports to review results and Today’s Activity to see current-day team visits.
Passing preserves a team member’s rotation place. Ready returns an eligible team member from Busy to their preserved place. Visible positions include eligible Ready members; when service routing is on, positions depend on the selected service.
The working rotation resets on the business’s local calendar day. Team members check in again for each new workday.
