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Find the right Tap2Check-In guide fast.

Browse setup, bookings, customers, message history, and SMS Program Help from one public support hub.

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Getting StartedBusiness ProfileBusiness HoursStaff SetupMessage History

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Each guide is public and can be shared with a team member.

Getting Started

Set up your account, open the workspace, and confirm the first details your team will use.

Business Profile

Update the business name, public contact details, address, and customer-facing links.

Business Hours

Set regular weekly hours and block days when the business should not accept bookings.

Staff Setup

Add staff, assign services, and confirm work schedules before customers book.

Message History

Understand sent, skipped, pending, and failed messages without exposing provider diagnostics to staff.

Services Catalog

Create service categories, durations, prices, and online booking visibility.

SMS Program

Public HELP, STOP, consent, privacy, and support instructions for Tap2Check-In SMS messages.

Tokens & Billing

Understand the SMS Token wallet, plan status, add-ons, and billing actions.

Go-Live Checklist

Review the setup items that should be complete before customers use Tap2Check-In.

Maps Integration

Copy the public booking link and add it to places customers already visit online.

Alert Settings

Choose how owners or managers receive booking updates and important account alerts.

Calendar Guide

View, filter, and manage bookings by date, staff member, and booking status.

New Booking

Create a booking for a customer who calls, messages, or walks in at the front desk.

Modify Booking

Move a booking to a new time, change staff, or cancel a booking when the customer can no longer attend.

Daily Agenda

Work through today's bookings, customer arrivals, completed visits, cancellations, and no-shows.

Turn Assignment

Clock in available staff and assign walk-in customers fairly during the day.

Staff Clock-In

Let staff clock in, pause, resume, and clock out using their assigned PIN.

Customers

Find customers, review visit history, manage profile details, and choose the right follow-up.

Walk-In QR

Use the in-store check-in link or QR code so walk-in customers can enter their details when they arrive.

Loyalty Programs

Review loyalty settings, track reward progress, and redeem rewards from customer profiles.

Feedback Inbox

Review ratings, private customer comments, pending requests, and owner-reviewed SMS replies.

No-Shows

Mark no-shows, review late cancellations, and keep booking history accurate.

Reports Guide

Read customer, booking, feedback, and retention signals so managers can make daily decisions.

Contact Us

Contact Tap2Check-In support when help articles do not answer an account, booking, message, billing, or setup question.

Privacy Policy

Understand where to review Tap2Check-In privacy information for business accounts, staff, and customers.

Terms of Service

Find the official Tap2Check-In terms and understand the account responsibilities that matter during normal use.

Data Deletion

Request deletion of business account information or personal information connected to Tap2Check-In.

Password Reset

Recover access to the Tap2Check-In workspace when an owner, manager, or staff member cannot sign in.

Billing FAQ

Understand subscription billing, invoices, plan changes, SMS Tokens, and billing support steps.

Refund Policy

Understand what to do when there is a platform billing dispute, SMS Token question, or service refund request.

Getting Started

Getting Started With Tap2Check-In

Start here when a new business is preparing Tap2Check-In for daily work.

Sign in

Open the workspace

The dashboard is the first place to check after signing in. It gives you a quick view of bookings, customers, messages, and setup items that may need attention.

Plan for about 25 minutes if your business details, services, staff list, and booking link are ready.

  1. Go to the sign-in page.
  2. Enter the owner email and password.
  3. Confirm that the correct business name appears in the workspace.
  4. Use the left navigation to open bookings, customers, services, staff, settings, and subscription tools.
Use the dashboard to confirm the business workspace is ready before changing settings or sharing links.

Follow the setup path

Use this as a simple progress checklist. Finish the items in order, then use the final checklist before sharing customer-facing links.

  1. Business Profile - confirm the public name, phone, address, and owner contact.
  2. Business Hours - set regular weekly hours and closed days.
  3. Staff Setup - add team members and confirm who can take bookings.
  4. Services Catalog - review service names, durations, prices, and categories.
  5. Alert Settings - decide who receives booking alerts.
  6. Tokens & Billing - check SMS Token balance before message-heavy work.
  7. Maps Integration - copy and test the public booking link.
  8. Go-Live Checklist - run the final customer-facing review.

Check the basic setup

Before inviting the team or sharing a booking link, review the account details that customers and staff will rely on.

  1. Open Business Profile and confirm the business name, address, public phone, and review link.
  2. Open Services Catalog and confirm that bookable services have the right duration and price.
  3. Open Staff Setup and confirm that each staff member has the right service assignments.
  4. Open Business Hours and confirm that the calendar shows the expected schedule.

Share access carefully

Only share the workspace with people who should help operate the business. Keep owner access limited to trusted managers or owners.

  1. Give staff the links they need for daily work.
  2. Test the public booking page with the Maps Integration steps before sharing it with customers.
  3. Contact support if the wrong business appears after sign-in.