How to Read Your Check In Screen Icons

Modified on Tue, 10 Feb at 9:09 AM

The check-in screen uses icons to show payment status, waivers, profile requirements, and important client alerts at a glance. These icons help staff quickly understand what actions are needed before or after class.


Payment icons

These icons indicate how a client can pay for their class.


Membership (ID card icon)

Indicates the client has an active membership that can be used for payment.


Class pack (ticket icon)

Indicates the client has an active class pack available.


One-on-one pack (person icon)

Indicates the client has an active one-on-one pack available.


Intro offer (stars icon)

Indicates the client has an active intro offer that can be used for payment.


Dollar sign ($)

Indicates the client has paid using:

  • Cash

  • Account balance

  • Credit card

  • Or another direct payment method


If any of these icons are grayed out, the registration is unpaid. If they are green, the registration is paid. 


Waiver icon

Paper icon

Indicates waiver status.

  • Green paper: waiver is signed.

  • Gray paper: waiver is missing and must be signed.


Check-in icon

Empty checkbox

Used to check a client into class.

  • Green checkbox: client has been checked in.

  • Gray checkbox: client has not been checked in.


Important:
Clients must be checked in within 12 hours after class ends to avoid being marked as a no-show and receiving a no-show bill (if enabled in your cancellation policy).


Profile and account alerts

These icons appear next to the client’s name and indicate required actions or system alerts.


Red dollar sign

Client has unpaid registrations.


Red bill paper

Client has a past-due bill on their account.


Yellow Exclamation point (!)

Client is missing a required profile field (such as email, phone number, or required custom field).


Red Phone with SOS

Client is missing an emergency contact.


Informational indicators

These icons provide helpful context but do not require action.


Trophy

Client milestone (such as number of visits or classes attended).


Birthday cake

Client’s birthday.


Check box with a star

Client’s first visit to your studio.


Icon color behavior

Green icons

Green means the item is complete and requires no action:

  • Payment is resolved

  • Waiver is signed

  • Client is checked in

Gray Icons

Gray means the item is in need of attention. For example, gray $ means a payment must be collected. 


Using grayed out payment icons

If a payment icon is white, the client has an eligible item on their account, but it has not yet been applied to the reservation. For example, a gray ID card or ticket indicates the client HAS a pack or membership that is not yet applied to the session.


To apply it:

  1. Click the icon.

  2. Select the item from My Applicable Items.

  3. Click Complete.

This resolves the payment and turns the icon green.


Additional notes

  • Profile alert icons disappear once the issue is fixed.

  • Milestone and birthday icons disappear automatically after the relevant date timeline passes.

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