Sign In App and Sign In Scheduling (formerly 10to8) work together simply and efficiently to help you manage your visitors and events with ease.
If you're an existing user and would like to activate this integration, reach out to our support team for assistance.
This guide explains how the integration between Sign In App and Sign In Scheduling works, and walks you through the basic steps involved in getting your Sign In Scheduling account up and running.
SECTIONS:
Using Sign In App with Sign In Scheduling
- Bookings & Pre-registrations
Getting Started with Sign In Scheduling
Using Sign In App with Sign In Scheduling
Bookings & Pre-registrations
Within Sign In App, you can add pre-registrations. This allows you to register visitors before they arrive.
When you or your visitor book an appointment via Sign In Scheduling, that appointment will appear in your Sign In Scheduling calendar.
Over in Sign In App, the visitor/customer associated with that booking will appear under the 'Pre-registered' section of your portal. You'll see their name along with their expected arrival date and time (the start time of their booking).
Clicking on the visitor/customer's name here will open the visit details. Here you can see their expected arrival time once again, and the name of the staff member who'll be hosting their appointment.
Note: in Sign In Scheduling, you'll find the booking within the calendar of the staff member shown here.
Signing in & out
When a visitor/customer signs in for their appointment via Sign In App, you'll see this reflected in your Sign In App portal. Your 'Visitors' number will change to reflect their arrival, and their name and sign in time will be moved to the 'Signed in' section.
Note: in the same way, signed-out visitors will appear under the 'Signed out' section alongside their sign-out time.
Sign In Scheduling will recognize when a visitor/customer signs in. Once they've done so, you'll see this reflected in the appointment information sidebar which can be opened by clicking on the booking within the calendar.
A little further down within the sidebar you'll find the appointment activity window. Here you'll find all conversation and arrival history. When a visitor/customer signs in or out with Sign In App, you'll see this documented here.
Getting Started with Sign In Scheduling
Adding your availability
Your availability dictates your working/bookable hours. To add your availability, head to 'Setup' > 'Availability' and click '+ Add Availability' underneath the day you'd like to edit.
You’ll then see a sidebar open to the right. Here, you can click the '+ Add' button to enter your working hours, your working location, and specify the services for which you’re available.
You can also choose whether to apply these working hours only to that specific day, or to multiple days.
When you’re done, be sure to click the ‘Apply’ button at the bottom of the sidebar, as these settings will not save automatically. The available hours you've added for each day will then be shown on the availability page.
For a more in-depth guide on customizing your availability, click here.
Note: The guide linked here, along with the others you'll find throughout this one, include screenshots showing the original 10to8 branding. Although the interface looks a little different, all functionalities remain the same.
Creating services
When you’re ready to start creating your bookable services, head over to ‘Setup’ > ‘Services’ and click '+ Add'.
You can create regular services which are based on your working hours, and class services for bookings with multiple visitors/customers, which are based on classes you've already scheduled into your calendar. Feel free to create as many services as you like; there’s no limit!
Each service can be individually customized. You can open the service settings for each service in ‘Setup’ > ‘Services’ by clicking on them within the list.
The function of each service setting is as follows:
- Direct link to service– the specific URL that can be used to navigate directly to the booking page for this service
- Availability – the type of availability the service is based on (regular or based on scheduled classes)
- Public description – the description viewable for this service on your public booking page
- Duration – how long bookings for this service last
- Buffer/travel time – periods of time added before/after bookings for this service, to allow for travel/preparation
- Location – the location(s) at which this service can be booked
- Color – the color assigned to this service within 10to8
- Online booking – who can book this service, and with how much notice
- Staff selection by customer – how staff members are assigned to bookings for this service
- Staff – the staff members able to take bookings for this service
- Customer cancellations– whether cancellations are allowed for this service, and with how much notice
- Customer changes – whether changes are allowed for this service, and with how much notice
- Payment – whether a price is shown for this service, and whether payment is required
Click here for a more detailed guide on creating and managing your services.
Using the calendar
Each bookable staff user within your Sign In Scheduling account will have their own calendar. To open the calendar, head to the ‘Calendar’ tab within the left-hand menu.
The calendar gives an overview of all bookings scheduled with you and the other staff members within the account.
Use the navigation arrows on either side of the date at the top-left to view other days/weeks.
You can use the staff selection menu in the top-right to pick which staff member’s calendar you’d like to view. You can select more than one staff member at once if your permissions allow this.
Available time within the calendar is displayed in plain white. Busy or unavailable time is displayed as grey diagonal stripes. You can schedule appointments or events into the unavailable areas if you like, but bear in mind that the staff member might not be available to attend unless their available hours are amended.
To change the calendar view, click the settings button in the top-right corner of the screen, which will open a sidebar to the right.
Within the settings sidebar, you can choose whether to display either your scheduled bookings or your working hours. You can also choose whether to view your scheduled events in a daily or weekly view, as a timeline, or as an agenda. You can also choose how to color-code the events and which information you’d like displayed at a glance (e.g. service name, location, customer name, time).
We understand that people have different viewing preferences and screen sizes, so you can choose whether to shorten or elongate the calendar to best suit you.
To schedule a new booking or event into the calendar, you can either click on your desired timeslot directly, or click the ‘+’ icon in the bottom-right corner.
Doing so will bring up another sidebar to the right, which contains all of the necessary fields to create a booking. You’ll need to select a service from the drop-down menu at the top, or type in your own title if you’re booking another type of event.
You can then select your customer(s), the allotted time, the location and the staff. You can add a private note if you like (these are not visible to visitors/customers), set the booking to recur, and add buffer time if needed.
When you’re done, click the ‘Book’ button at the bottom of the sidebar. The booking will then be placed into your calendar and any visitors/customers on the booking will be pre-registered within Sign In App.
To read an advanced overview of the calendar and its functions, click here.
Setting up messaging
To begin setting up your messaging, head to ‘Configuration’ > ‘Messaging’. Here you can configure automated booking notifications for both your visitors/customers and your staff.
To configure the messaging settings for your visitors/customers, head to ‘Customer Messaging’.
For every booking scheduled with Sign In Scheduling, automated emails and SMS can be sent to your visitors/customers containing the date, time and location of their appointment. Emails and SMS can also be sent to notify visitors/customers of changes to their bookings, and of cancelations. To enable these messages, ensure that ‘Email Notifications’ and ‘SMS Notifications’ are toggled on.
The following email and SMS notifications can be sent to your visitors/customers:
- New booking
- Booking proposal
- Changed booking
- Cancellation
- Class signup
To view the content of each email and SMS notification, click to open the drop-down. If you're on the Pro plan or above, you can edit the content of these messages.
Staff messaging settings can be configured under ‘Staff Messaging’. Email and SMS booking notifications can be enabled/disabled, alongside Email, SMS and desktop appointment reminders.
Note: Staff messaging settings configured on this page will be applied across the board. If individual staff members wish to disable their booking notifications, they’ll need to remove their contact information from their profile under 'Setup' > 'Staff'.
You can find further information on customer messaging here, and staff messaging here.
Need More Help?
We hope you’ve found this guide helpful! If you have any questions, don’t hesitate to reach out to our support team who will be more than happy to assist.