Step 1: Add a Client to the Walk-In Manager

1. Go to Meevo > Appointments > Walk-In Manager, or type walkinmanager into the Convobar.
2. Select Add to Walk-In Manager in the bottom-right corner. The Add to Walk-In Manager window appears.

3. Add a client:

• To search for and add an existing client, select Search for Client and enter the client's name.
• To add a client who does not yet have a profile in Meevo, select Add New Client and fill out the required fields. This creates the client's profile in Meevo.

4. Review the client options:

• Notify client via text regarding wait list status: Enables Walk-In Manager text notifications for the client. This setting overrides the client's notification settings in the client profile.
• Client will wait in waiting area: Select this option if the guest is staying at your location while waiting for the next appointment. This option "checks-in" the client in Walk-In Manager, indicated by the "enabled" green check mark beside the client's name.

Remember, this option does not check-in the client in the Appointment Book, as you cannot check-in a temporary appointment. However, there will be a check on the temporary appointment that the client is currently waiting.

• Move client to top of list: Inserts this client into the list at position 1.

5. Select Continue.
5. Select a service in Look Up Service or navigate through the Service Category tiles to locate a service. Remember, the services that appear here were selected in Walk-In Manager Settings. Selecting a service automatically advances you to the final step.

7. Select an employee from Look Up Employee, or select one of the tiles. A summary of your selections appears to the right. Select Add Service to add another service (explained in step 6), or select Continue to advance to the Summary screen.

8. On the Summary screen, enter any client Notes. These notes can be viewed via hovering over the note icon in the Walk-In Manager once the client is added to the list. Adding a note here will add an appointment note in the Appointment Book.
   
9. If you are satisfied with the details, select Add to Wait List to add the client to the list and return to the main Walk-In Manager screen.
10. If Show all clients on the wait list as temporary appointments in the appointment book is selected in Walk-In Manager Settings and there is an available slot in the Appointment Book, a temporary appointment appears in purple in the Appointment Book. Remember, the appointment hasn't been solidified in the Appointment Book yet, so this temporary appointment is a visual reminder that you will likely (but not definitely) have an appointment in this slot.
    
    
11. Now that the client is on the Walk-In Manager wait list, here are your next steps:
    1. When the client arrives to your business, check-in the client via Walk-In Manager.
    2. If the client is already waiting onsite for their appointment and is already checked-in, your next step is to book the temporary appointment.