Checkout Board and Daily Agenda

Checkout Board

When Checkout Board is enabled for your business, open Checkout Board from the main menu. The Daily Agenda link opens the same board and keeps your selected date.

Use the board to see bookings, check-ins and walk-ins together. Search by customer name or phone, choose a date, or filter for visits that still need a checkout record. Add Walk-In finds an existing customer by phone or creates their profile without adding loyalty points or sending messages.

Open Checkout, select the services performed and the staff member for each service, adjust prices if needed, and add an optional tip and visit note. Save Checkout Record saves the customer's service history and completes a linked booking. Use View/Edit Record to correct a saved record. Saved records are also available under Activity & Bookings in the customer's profile.

If a check-in belongs to a booking already listed, select the suggested booking and confirm the link before saving. Different visits by the same customer remain separate until you confirm a link.

Payment is handled outside Tap2Check-In. Use this board to save what the customer had done today. You can still take payment through your current POS. Checkout Board does not process cards or replace Square, Clover, Tyro or another payment system.

Daily Agenda before Checkout Board is enabled

Daily Agenda is built for the current workday. It shows what needs attention without making staff scan the full calendar.

Estimated time: about 2 minutes to review at opening.

1. Open Bookings, then open Daily Agenda.
2. Confirm the date is today.
3. Review the total number of bookings, completed visits, canceled visits, and no-shows.
4. Check the first upcoming bookings before customers arrive.

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Work each booking

Use the agenda as a simple operating list.

1. Open the next booking in the list.
2. Confirm the customer name, service, staff member, and time.
3. Use the contact details only for business follow-up.
4. Mark the visit complete after the service is finished.
5. Use No-show only when the customer did not arrive.

Handle changes during the day

The agenda should stay close to what is happening in the store.

1. Reschedule from the booking details when the customer still plans to come.
2. Cancel when the customer says they cannot attend.
3. Use Modify Booking for step-by-step changes.
4. Refresh the agenda if another staff member changed the same booking.

End-of-day review

Before closing, clean up today's list.

1. Mark finished visits as complete.
2. Confirm unresolved bookings are not left in an unclear state.
3. Review no-shows with No-Shows.
4. Check Feedback Inbox the next day for new customer responses.