Check In Flags

 

Check-In Flags are notes that pop up automatically when you check students in. When people have the check-in flag set, there will be both a pop-up alert when they’re checked in, along with a red flag indicating there’s important information about them.

 

 

 

Clearing or Editing Check-In Flags

If a Check-In Flag appears that you have taken care of, please clear it. To do so, follow these steps:

  1. Click on their name to go to their page.
  2. Go to the Notes & Alerts Tab
  3. To clear the flag:
    1. Click on “clear this flag”
    2. A pop-up will appear asking ” Are you are sure you want to clear this alert?” Select “Yes”.
  4. To edit the flag:
    1. Type directly in the Check-In Flag text area.
    2. Click the “Save” button when you are done.

Creating new Check-In Flags

Sometimes things fall through the cracks, especially with brand new students. We might forget to have them fill out the new student questionnaire or to give them a welcome packet. It’s nice to be able to let the next person that checks them in know about this.

If you’d like to add a new flag to someone’s account for any reason, you can follow these steps:

  1. Click on their name to go to their page.
  2. Go to the Notes & Alerts Tab
  3. If it isn’t already checked, click in the box next to “Alert staff members about something when someone is checked in.” Make sure you leave it ‘checked’.
  4. Type directly into the Check-In Flag text box area.
  5. Click the “Save” button when you are done. 

 

Subscribe To Our Newsletter

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from Yoga in ME.

You have Successfully Subscribed!