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Check-In Guards

Overview

Check-in guards are where you will set how check ins through the check in module are handled and alerted.  You can also add customer alerts based on customer segments here as well!

 

Check in Guards apply to Gates.  A Gate is assigned at the top of the check in screen.  Facilities can use the same check in guard or have different guards if needed.  

 

Creating a Check-in Guard

Go to Manage > Organization & Facility Settings > Check-in Guards

  • Click Create New Check-in Guard, Name it - call it main or master or some general name, and click OK.

Your check-in guard now shows on this page. Click the + at left to expand it and add Check-In Rules
Click the pencil icon under Gates to assign it to facilities header to make the guard active at locations

 

Add Check-in Rules

Work through the list of check in rules, adding each check in rule in order.  

Some key rules and settings:

Check in Benefit | BENEFIT_RULE 

Add this rule ONCE, and all all your Check-in Amenities to this rule.  This is what ensures that check in amenity actually gives them access. 

Check-in Amenity time restrictions are configured here. 

Add the Amenity then click Add Restriction at right, then Edit Condition.

  • Select 'Days can match ANY condition (OR operator)'
  • Add Element to add the days of the week that this check in should allow access.
  • Set the time restriction (if applicable)
    • Set Hour and minute as start time (ie, 6 for 6am)
    • Set Duration in Minutes for how long check in benefit should be valid.  (ie, 420 minutes = 7 hours.  if 6am start, benefit valid til 1pm check in.

 

Suppress Alert for Program Check in Toggle:

Toggle ON if you want anyone enrolled in a Program Plan TODAY to be able to check in before class without flagging as missing facility access.  If your programs include a day pass (ie, yoga paid for online covers a day pass as well) then you want this toggle ON.  

Why?  Because if you grant facility access via a program plan, that access is ONLY valid from the start time of the program to the end time.  For a yoga class, this means that any check in before my 5pm class start will flag as missing facility access because my access doesn't begin til 5pm.  Don't want it to alert?  Toggle this on

 

Exclude Customer Segment:
This is an advanced feature where you can apply a customer segment, and the people in the segment will NOT flag for missing facility access.  IMPORTANT: because this is bypassing the Check in rule, punch card holders will NOT have a punch deducted if they are in this segment excluded from check in.   

 

Last Visit | LAST_VISIT

is specifically for 6 months or more - if you want this to be a different time, do not add this rule and instead make a segment to use in an alert.  You will then use the Customer Segment Rule to apply a last visit rule to meet your needs.

 

Custom Attribute | CUSTOM_ATTRIBUTE_RULE

This rule adds the customer attribute selected to the State column in the check in screen.  

Most common configuration is to add this rule TWICE - once for the Waiver attribute and once for the belay status.  

When a customer has those fields populated, they will show in the state column.  If they are missing those fields nothing is shown in state.  


NOTE: alerts for missing attributes are configured in Facility Global Alert below.

 

Facility Global Alert - Missing Attributes | FACILITY_GLOBAL_ALERT_RULE

Add this rule so that the Facility Alert configured on a Customer custom attribute alerts if missing at check in.  Add once and ALL attributes that have the Facility Global Alert applied will alert if that field is missing.

 

Customer Segment Rule | CUSTOMER_SEGMENT_RULE

Use this if you want to add a custom alert based on a segment.

  • Make a segment and apply it here.

  • Set it to alert for the customers IN the segment or alert if they are OUT (NOT) in the segment

  • Alert text is optional but highly recommended.  The alert text will appear at check in so that staff know why the customer is alerting.  If left blank, a generic statement about not meeting the segment rule is applied

 

Program Check-in Rule | PROGRAM_CHECKIN

Set the range that you want to auto-check in customers into their program when they check in through the check in module.

Shown here, the system will look for program start times 90 minutes into the future - if a start time is within that time frame, the customer is auto-checked into the program.  It looks back 31 minutes to check people in as well, so if they check in up to 31 minutes late for the start time they are still auto-checked into the program.