Disclaimer: This article refers to offerings available through the OneLocal platform and should not be confused with OneSite, our AI-generated website solution. For information specific to OneSite, please visit onelocal.com/onesite.
The LocalVisits platform allows you to handle the check-in process digitally. That way, you keep everyone safe while reducing the manual work of coordinating your clients.
To get started, login to your OneLocal dashboard and select 'LocalVisits' to view the dashboard.
There are 3 tabs at the top of the dashboard that allows you to easily see the stage that your clients are in: 'Waiting', 'In Progress' and 'Complete'
Exploring the 'Waiting' tab
You'll find all important client information for your virtual waiting room here! This includes:
Client name
Phone number - When clicked, this will take you to the LocalMessages conversation with that client should further communication be needed
Waiting time - Indicates when the client was asked to check in (the invite received or manual check in time) and the current time
The current status of the clients appointment
What does the 'Status' indicate?
Invited - The client has been sent the check-in link
Checked-in - The client has completed the check-in form. If a client moves into the “Checked-in” status, the merchant will be notified in the dashboard (similar to the LocalMessage notification)
Notified - The client has been notified that it is their turn
In Progress - The client is in the middle of their appointment
Completed - The client has completed their appointment
Cancelled - The appointment has been cancelled To communicate with your clients directly via LocalMessages, click their phone number (see below)
How to begin the check in process?
Click the 'Send Invite' button at the top of the page to begin. You can also invite multiple clients from LocalContacts. The sent invite will appear in LocalMessages under the appropriate conversation.
For clients who are unable to check in using text or email, you can also manually check in clients by clicking 'Manual Check In'
Visitor Information
Clicking on a row in the table will allow the “Visitor Information” popup to appear, which will detail:
Information about the visitor
Their check-in form answers if completed
An activity log detailing which parts of the Visits process they have completed.
Clicking on the visitor’s phone number will bring the merchant to the LocalMessages conversation with this visitor.
You can also cancel a visit through this popup but only when a client has the “Checked-in” or “Notified” status.
Cancelling a visit will change the client’s status to “Cancelled” and will move them to the “Completed” tab.
Approve and 'Notify' your clients
Once your client has filled out their form for remote check in, you will then be able to review information and, once reviewed, you can click 'Notify' to let them know you are expecting them for their allocated appointment time.
Once arrived, you can then click 'Start Visit' to move them to the 'In Progress' tab on your LocalVisits dashboard.
Start your clients visit
Visits in Progress
Completed and Cancelled Visits
You can view the check-in details and activity log of each client at any time by clicking on the status.
This guide takes you through the full check in process. If you have any further questions please reach out to your dedicated marketing specialist, or get in touch with our support team by clicking on the chat bubble.
Ready to walk through LocalPayments? Check out this dashboard features article here to start collecting remote payments!