Doc Summary
Walk-In Manager Staff Guide: Check In, Accept, Pass, and Get Ready Again #
Walk-In Manager uses a daily rotation to distribute walk-in clients fairly among available team members.
Start your day #
- Sign in to your Walk-In Manager account on your phone.
- Check in for the day.
- Confirm your position in the rotation.
- Make sure notifications are enabled so you do not miss a walk-in offer.
Your position is based on the order team members check in for that day.
When you receive a walk-in offer #
When it is your turn, the system sends you a walk-in offer with a response timer.
Accept #
Choose Accept when you are ready to take the client. The client is assigned to you and your service begins in the system.
Pass #
Choose Pass if you cannot take that particular client but do not want to give up your place in the rotation. Passing does not move you to the back of the line.
If the timer expires #
If you do not respond before the offer timer ends, the system may mark you temporarily unavailable so the waiting client can be offered to another eligible team member.
Return when you are available #
When you are ready to receive walk-ins again, choose Ready. This returns you to the active rotation according to the system’s rotation rules.
End of the day #
The working rotation resets each calendar day. When you return for your next workday, check in again.
Important #
Keep the app signed in and notifications enabled whenever you are participating in the walk-in rotation. If alerts stop working, use the reconnect or notification setup option shown in the app.
