Check in at a walk-up location

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As a store representative, you can enable customers to check in on arrival at your service location. The user is added to the requester queue after filling in some details and a reason for the visit.

    Before you begin

    Role required: sn_walkup.walkup_login

    About this task

    A device at the store location runs the Walk-up application. The application welcome screen includes selections to check in for a service, view the list of requesters currently in the queue, and complete a survey. Both guest users and registered users can access the selections on the welcome screen.

    Figure 1. Walk-up application screen
    Walk-up application screen with tiles for Queue, Check-in, and Survey.

    Procedure

    1. Select Check-in from the Walk-up application screen.
    2. Add details in the Check-in screen.

      If the system already has a contact or a consumer with the same details, it associates the interaction with that particular contact or consumer in the system.

      Figure 2. Check-in screen
      Check-in screen with fields to enter the customer name, email address, and a reason for the visit.
    3. Following check-in, you can view the queue status by selecting Queue from the Walk-up application screen.

      The Queue widget enables you to view the list of requesters at the walk-up location. For more information, see Monitor Walk-up Experience queues.

      Figure 3. Queue status screen
      Queue status screen that shows the next three users in the queue.
      The Survey widget allows you to request the requester for feedback about the experience at the location. For more information, see CSM Walk-up Experience customer satisfaction surveys.