QR Code Check In
Independent client intake
Check-ins help clients initiate the Kiip account sign-up process on their own to expedite intake with your program.
Setting up client Check In
Step 1
Click on ‘Check In Code’ in the left navigation. Simply toggle the code on in order to enable it for your program. Then you can customize the welcome message for clients or select any forms that you have added to Kiip. See this article for adding forms to Kiip.
Step 2
You can download and/or print a QR code or copy a URL to send directly to clients. Your clients scans the QR code or clicks the URL leading to a custom signup page. Upon account creation, they're instantly added to a secure room.
Note: Sending a URL of the QR code is best for email or text communication. If you digitally send the QR code, the recipient won't be able to scan it with their phone.
Step 3
Clients who create an account using the QR code or URL will be listed under the 'Check-in' tab on the inbound clients page.
Check in for clients
Watch this video to see the client experience after scanning your QR code or clicking your signup link.