Check In for an Appointment

Depending on your organization and account settings, you might receive an email or text message alert to remind you when it is time to check in.

Appointment cards on the Home House for Home dashboard and Appointments Calendar for Appointments dashboard include a Check In button. If the registration process is not completed yet, a notification indicates that your details are missing.

Note:

Check-in becomes available 30 minutes before an appointment starts and ends 15 minutes after the appointment's scheduled start time. For example, if an appointment is scheduled for 12:30 p.m., the check-in window would be 12:00 p.m. to 12:45 p.m.
  • You cannot check in earlier than this time frame.
  • Do not start the check-in steps until you are physically present at the office.
  • If you arrive later than 15 minutes late, your appointment might be marked as Missed.
  • If you were unable to complete any registration details before the check-in period starts, you can complete them during the check-in process.
When you are ready to check in and if you are physically present at the office, complete the check-in steps:
  1. Select Check In on the reminder email or dashboard. The Check-In page is displayed.
  2. Complete each step of the check-in process.
  3. Select Yes on the confirmation dialog box. A message is displayed that confirms you are now checked in.
  4. If you have not yet completed registration, select Complete Registration to display the registration guided process and confirm and complete those details.

    Note:

    You cannot skip steps in the registration process if you are registering as part of the check-in process.
  5. When complete, select Save.