Support

Frequently Asked Questions

Everything you need to know about setting up and using Customer Check In for your lobby or service counter. Can't find what you're looking for? Give us a call.

Getting Started

Setup, hardware, check-in methods, and account basics

Customer Check In is a cloud-based visitor management and queuing system built for lobbies, service counters, and any organization that greets walk-in customers. It replaces paper sign-in sheets with a digital system your entire team can access in real time. Customers check in using a kiosk, by scanning a QR code, using the free mobile app, or being entered manually by staff. Every arrival appears instantly on a queue display your team can view from any computer. The system tracks arrivals, wait times, reasons for visit, and customer contact information — all in one place.

Schedule a demo for a full video presentation walkthrough of the system. We'll answer your questions and create your trial account by the end of the session. For a quick setup, call us directly at 727-578-6100 or fill out the free trial form. Every trial includes 14 days of full access to the entire system, no credit card required.

The kiosk app is available on iOS, Android, and the Windows Store. For iPad, any model running iOS 12.0 or later with Wi-Fi will work. We recommend the iPad A16 (10.9") with the minimum options. Note that iPad Air and iPad Pro do not fit in our kiosk stands. We also sell floor-stand and counter-top kiosk enclosures. If you use QR code check-in or the mobile check-in app, customers use their own smartphones so no extra hardware is required.

No. There are no setup fees, no contracts, and no cancellation fees. You pay monthly or annually and your subscription stays active through the end of your billing period.

Most lobbies are fully up and running within 15 minutes. You create your account, configure your check-in questions, set up your device or print your QR code, and you're live. Need help? Schedule a demo or training call with our team.

Yes. You can configure the fields customers see during check-in including name, phone number, email, and reason for visit. You can set up to 16 visit reasons with up to 16 sub-reasons per category, and add custom text-based questions (open-ended or yes/no). Any field can be toggled on or off from the admin panel.

Absolutely. The 14-day free trial gives you full access to every feature with no credit card required. You can set up real check-in workflows, test with your staff, and see how it works in your lobby before committing.

Customer Check In offers four ways to log incoming visitors, and all four can be used together at the same location:
  • Kiosk — A tablet in your lobby (iPad, Android, or Windows) where customers tap to check in.
  • QR Code — Post a printed QR code at your entrance. Customers scan it with their phone and check in from where they stand. No app required.
  • Mobile App — A free app for iOS and Android that saves customer information for repeat visits. One-tap check-in on every return trip.
  • Assisted (Manual) Entry — Staff enter customer information directly from the queue display. Ideal for customers who need help or when reception is logging arrivals themselves.

Place a tablet in your lobby in a floor stand or counter-top mount. The app is available on the iOS App Store, Google Play, and Windows Store. Customers tap Check In, fill out your configured questions — name, contact information, reason for visit, and any other fields you've set up — then tap submit. The check-in appears on the staff queue display instantly and the kiosk resets for the next customer.

We recommend the iPad A16 (10.9") with the minimum options. Any iPad running iOS 12.0 or later with Wi-Fi will work. Important: iPad Air and iPad Pro do not fit in our kiosk stands.

Print a QR code and post it at your entrance, lobby, or service counter. Customers open their phone camera and point it at the code. The check-in form opens directly in their browser — no app download required. The customer fills in the fields you've configured, taps submit, and they appear on your system queue immediately.

No. Customers can check in instantly using a kiosk in your lobby or by scanning a QR code with their phone camera. The form opens directly in their browser — no app download, no account creation, and no login required. For repeat customers who want an even faster experience, the free Customer Check In mobile app saves their information so future visits are a single tap.

Yes. The Customer Check In mobile app is completely free for customers on both iOS and Android. Customers create a profile once, and their information is saved for every future visit. Repeat check-ins become a single tap — no re-entering names, phone numbers, or other details.

Customer Check In can be configured to collect the information your business needs at check-in, including name, phone number, email, up to two custom text questions, up to two yes-no questions, and up to 16 reasons with 16 related sub-reasons. These fields can be configured to capture appointment type, account number, who they are here to see, or any other important check-in information.

Customer Check In is used by credit unions, banks, government agencies, DMV offices, financial institutions, service counters, and any organization that greets walk-in customers. If customers arrive at your lobby and need to be logged, queued, or routed to a staff member, Customer Check In can streamline that process.

Yes. We provide free onboarding, demos, and training for your team. You can schedule a demo with us anytime, and we offer unlimited support meetings to help you get the most out of Customer Check In.

Customer Check In is designed to work alongside your existing systems and workflows. Using split-screen browser mode and our sidebar display, your team can manage the lobby queue while working side by side with your existing software. There are no complex integrations or setup requirements.

Yes. Most offices combine check-in methods — a kiosk at the entrance, the mobile app, a printed QR code, and manual entry by staff when needed. For high-traffic offices, you can set up multiple kiosks and post multiple QR codes at different locations throughout the office to make check-in easy from anywhere. All methods feed into the same queue, so your team sees every customer on one queue display regardless of how they checked in.

After a customer submits their check-in, they see a confirmation screen and staff are notified immediately on the queue display. The customer appears in the waiting list with their name, arrival time, reason for visit, and any other information they provided. Staff can update the customer's status, send an SMS, route them to a station, or call them up when ready.

You can set up to 16 primary visit reasons, and each reason can have up to 16 sub-reasons. This lets customers select their visit type and narrow it down further, which helps the system sort and route customers to the correct department, teller, or staff member automatically.

Staff Tools

Queue display, Lobby TV, SMS messaging, and reporting

The Lobby TV is a customer-facing display for your waiting room. It calls out customer names or ticket numbers (configurable), shows queue position, plays voice announcements that audibly call the next customer to a specific station, and rotates advertisements or announcements you configure in the admin panel. Set it up using our dedicated Firestick TV App, or open the Lobby TV URL in a web browser on any other device.

Yes. With one click from the queue display, staff can send an SMS directly to a customer's phone. Use preset messages like "Please come to Window 3" or "We are ready for you," or type a custom message for specific instructions. Messages are sent from the system, so your staff's personal phone numbers are never shared with customers.

SMS works in two directions. Staff can send messages to customers with instructions, updates, or directions to a specific desk or window. You can also set up staff notifications that text a staff member's phone number when a customer checks in for a specific sub-reason — for example, notifying a loan officer when someone arrives for a loan appointment.

Every check-in is timestamped automatically so you can track wait times, service times, hourly statistics, day-of-week workload, and overall customer volume. Reports can break this down by reason for visit. Export your data to a CSV file at any time to create your own custom reports and analysis.

Yes. Our integrated Review System sends an SMS to each customer right after checkout while their visit is still fresh. Customers tap a star rating and can add a comment. Sending the request immediately drives much higher response rates than traditional email surveys. Reviews are stored in your admin panel, and low ratings can trigger an email alert so you can follow up right away.

Yes. There is no limit on the number of staff users. Tellers, receptionists, loan officers, and managers can all be logged in at the same time. When one person updates a customer's status, the change appears instantly for everyone. Each staff member gets their own login credentials.

Yes. Every processing stage is timestamped automatically, so you can see exactly how long each customer waits and how long each interaction takes. Reports break this down by hour, day of week, and visit reason — giving you the data you need to identify bottlenecks, staff your lobby properly, and improve service times.

Yes. You can export all of your check-in data to a CSV file at any time. Use it for backups, marketing, compliance, or importing into other business systems.

No. SMS credits never expire as long as your subscription is active. Purchase credits and use them at your own pace — there is no expiration date and no pressure to use them within a specific window.

Any TV or device with a web browser can run the Lobby TV — just visit your Lobby TV link in a full-screen browser. This works on smart TVs, Amazon Fire Stick, Chromecast, Roku, Apple TV, or a PC connected to a monitor via HDMI. For better performance and easier control, we also offer a dedicated Check In TV app for the Fire Stick.

Yes. The Lobby TV supports up to 20 rotating images alongside the customer queue in split-screen mode. Upload and manage your images in TV Configuration and they sync automatically. Use the space for promotions, branch hours, holiday closures, new product offers, seasonal messages, or any content you want customers to see while they wait.

Account & Billing

Plans, pricing, and account management

Yes. Every new account starts with a free 14-day trial that includes full access to all features, unlimited users, and 100 free SMS messages. No credit card is required to start. Start your free trial →

We offer annual and monthly pricing. Both plans include every feature, unlimited check-ins, unlimited users, and free training. View pricing →

No. Every plan includes unlimited check-ins. Whether your lobby processes 10 customers a day or 500, the price stays the same.

No. Every plan includes unlimited staff users at no additional cost. All staff members have their own credentials.

Yes. Contact us to add additional branches or office locations. Each location gets its own check-in settings, queue, and reporting while being managed under a single account.

We accept credit cards, checks, and ACH bank transfers. We can also send invoices upon request. We do not accept purchase orders.

Security & Data

Encryption, access controls, and data protection

Yes. All traffic is encrypted using TLS 1.2+. Data is encrypted at rest using AES-256. Role-based access controls let you restrict who can view, edit, or export data.

Your data is backed up daily and all backups are encrypted.

All data is hosted on SOC 2 compliant infrastructure in the United States. We do not store any data outside of the country.

Customer Check In includes three role-based security levels to control what each team member can access:
  • Level 1 — Basic user: view the queue and check in customers
  • Level 3 — Reports user: everything in Level 1 plus access to reports and analytics
  • Level 5 — Admin: full access including account settings, user management, and data export
You control which levels can edit or delete records, so only authorized staff make changes.

Yes. We support Single Sign-On (SSO) using the SAML 2.0 standard. SSO is compatible with Microsoft Entra ID, Okta, Google Workspace, OneLogin, PingIdentity, and other SAML 2.0 identity providers. SSO is available for large accounts only — contact us for more information.

Yes. You can configure automatic data de-identification after 7, 14, or 30 days, which anonymizes customer records after the set period. You can also choose to auto-delete data entirely after 7, 14, or 30 days. These settings are managed from the admin panel and help meet your organization's data retention policies.

Ready to Improve Your Customer Check-In Process?

If you're still using paper sign-in sheets or manual processes, it may be time to upgrade.

Request a demo today and see how simple customer check-in can be.

Request a trial or demo