To check your customer out of the store, open the customer deal card and click the Check Out button.
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: If a customer cannot be checked out, it may be due to multiple open deals. Use the 'Deals' tab on the customer card to switch to the correct deal or close out duplicate deals.
System Errors: If the system does not automatically check out a customer after a new day begins, this setting change must be requested by an Expert User.
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.