Check in from a member workspace

Who this is for

This guide is for desk staff, managers, and owners who already have a member open and want to record that they trained without going to the Check-in desk.

You need the members.change permission.

Before you begin

• Open the member at the location where they train.
• Prefer Run front-desk check-in when several people are arriving at once; this path is best for one person already on screen.

Steps

1. Open the member from Members, search, or a related link. You land on their Overview tab.
2. Find the Check in action on the overview.
3. Click Check in. While it saves, the button may read Checking in….
4. Confirm the success state: PositiveForm toasts that the member checked in, or that they were just checked in if a recent visit already exists.
5. When this session created the visit, an Undo check-in control appears so you can reverse a mistaken click. Do not undo a visit you did not create.
6. Review Recent check-ins on the same overview for class or General check-in context and times.

Expected outcome

A staff-method attendance record is stored for the member. It appears in their recent check-ins and in the location’s Check-in history (Review attendance history).

Screenshots

Recovery

If Check in is missing or disabled, confirm your role has members.change and that a location is selected.

If check-in fails, PositiveForm shows Check-in failed. Please try again. and does not invent a visit.

If you click Check in twice in quick succession, the second result may be the neutral This member was just checked in notice without a second undo control.

Related guides

• Run front-desk check-in — front-desk search and check-in.
• Review attendance history — location-wide history.