Check in and out of an appointment

Track when you’re on the way to an appointment, when you arrive, and when you leave.

Start travel

1. Open the appointment and select On the way.
2. Choose the date and time.
3. Select Start travel.

To stop travel, select Cancel OMW, then Yes, cancel.

Check in

1. Open the appointment and select Check in.
2. Choose the date and time.
3. Select Check in.

Pause and resume

1. Select Pause, choose the date and time, then select Pause.
2. When you’re ready to continue, select Resume, choose the date and time, then select Resume.

Check out

1. Select Check out.
2. Choose the date and time.
3. Select Check out.

If the appointment is paused, select End, then Confirm end. Your checkout time is the time you paused.

Check in to one appointment at a time

You can be checked in to only one appointment at a time. To check in to another appointment, pause or check out of the current one first. If you’re already checked in elsewhere, select Go to that appointment to open it.

You can’t track time on a job and be checked in to an appointment at the same time.

Return to your current appointment

When you’re checked in or paused, a shortcut appears on the main screens. Select it to go straight to the appointment. If you have a paused appointment and a checked-in one, the shortcut opens the checked-in appointment.

A similar shortcut appears when you’re tracking time on a job.

Update another user’s attendance

1. Open the appointment.
2. On the Details tab, select the assigned user.
3. Choose an action, such as On the way, Check in, Pause, or Check out.

The user’s attendance lists their travel, check-in, pause, resume, and checkout times.

Related articles

• Assign users to an appointment
• Complete, cancel, or reopen an appointment
• View and manage an appointment