Purple Sky Counseling Check In

Client check-in, the easy way.

A client walks in, taps your name, types their first name, taps "I'm here." You get a message in seconds. Nothing about the client is ever stored.

Your office's page

Each office has its own page. Clients reach it by scanning the QR code on the sign in the waiting room, on their own phone. If the sign shows the wrong office, tapping the location pill switches it.

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How you get notified

  1. Email is on from day one. Every check-in emails you at your practice address within seconds, first name only, from "Purple Sky."
  2. Texts are opt-in. Open any check-in email and tap "Change how you get these" at the bottom. That's your personal settings page: turn texts on, and choose your Telzio number or your personal cell.
  3. Privacy is automatic. Texts to Telzio can include a first name; texts to a personal phone show a first initial only. Never a last name, never anything clinical, and the sender just says "Purple Sky."
  4. One channel always stays on. The settings page won't let you turn off both email and texts.

Never gotten a check-in email? Do a ten-second test: open your office's page above, tap your own name, type "Test," tap "I'm here." Your settings link is at the bottom of the email that arrives.

What to tell clients

"When you come in for your next visit, you can let me know you've arrived right from your seat. There's a sign in the waiting room with a QR code: point your phone camera at it, tap my name, type your first name, and tap 'I'm here.' I get a message right away, so you can settle in instead of wondering whether I know you're out there. It only sends your first name, nothing else, and nothing gets saved."

Leads

Rolling this out at your office? The step-by-step lead guide, including printable QR signs for every location, is at checkin.purpleskycounseling.com/leads.

Quick answers

  1. Client scanned the wrong office's sign? They can tap the location pill in the top corner and pick the right one, no need to rescan.
  2. If a client tells you they saw "Something didn't go through," let their provider know directly. Nothing is lost, the message just didn't send.
  3. Clients check in on their own phone. There is nothing to hand out and nothing for you to reset between clients.
  4. A client without a smartphone, or who would rather not scan, can still call or text us. This is a doorbell, not a requirement.