The Company Setup and Workstation Setup screens give you the power and flexibility to set up CheckIn with all the options and preferences that fit best for your business.
To begin navigating to either of these screens, start from any of the Dashboard screens. Select the More button at the top right of the screen. Then, select the Admin button in the pop-up menu.
Selecting the More button from the Products Dashboard
Once you have selected the Admin button, select either the Company or Workstation button to navigate to either one.
Company Setup Screen
Once on the Company Setup screen, you have the option to edit a variety of company-wide options and preferences. This can include:
- Company Logo, Address and Locations
- Tax Information
- Settings related to Payments, Credit Cards, Emails
- Setting up Terms and Conditions
Workstation Setup Screen
On the Workstation Setup screen, you are able to edit options and preferences relating to your current workstation (the computer you are currently using). Any options changed here will not affect any other computers at your store using CheckIn. This is a great way to set up various computers to do different things - such as having different options set up on Register workstation compared to a Back Office one.