To check your customer out of the store, open the customer deal card and navigate to the Deals tab. Select the deal in the Visit stage or marked as checked in (indicated by a green dot), then click the Check Out button to complete the process.
This action is permission-based and typically restricted to managers or users with specific permissions.
DriveCentric provides a streamlined system for managing customer visits through check-in and check-out functionalities. This guide explains how these processes work, the permissions required, and how to troubleshoot common issues.
You will only see a Check Out button on customers checked into the store. The Check In button turns into a green Check Out button after you check the customer into the store.
Permissions for checking out customers can be enabled by an Expert User. Navigate to Store Settings > User Management > [USERNAME] > Permissions to enable the relevant permissions.
Troubleshooting Common Issues
Multiple Open Deals: Customers with multiple open deals may not display the Check Out button. Open the customer’s profile and navigate to the Deals tab. Identify the deal in the Visit stage or marked as checked in (indicated by a green dot). Select the correct deal and proceed with checkout. If duplicate deals exist, a manager should remove the extra deal to prevent future confusion.
System Errors: Customers may appear stuck as checked in due to system errors or duplicate profiles. Locate and merge duplicate profiles to ensure accurate records. Re-check the customer in and immediately check them out to refresh their status.
Operational Guidelines
Checking in Sold Customers: Customers with an active deal can be checked in, and the visit will count as a return visit. Delivered customers starting a new visit will initiate new conversion metrics.
Preventing Double Check-Ins: Close out duplicate or inactive deals to ensure only one active deal remains open.
FAQs
Who can check in customers?
Any user with access to a customer's open deal can perform check-ins.
Why can't I check out a customer?
Ensure you have the necessary permissions. If not, contact an Expert User to enable them.
What happens if I check in a customer on their appointment day?
The appointment is marked as a show.
Related Articles: Checking a Customer In the Store
Additional resources: Troubleshooting Check-In Issues.