Leads: rolling out check-in.

Nobody sits out front at our offices, so a client who walks in has no way to say "I'm here." This fixes that. You decide how it runs at your site, then make it stick. Budget about two weeks from first conversation to habit.

Step 1: Make the call

The decision is yours as the lead. How you make it depends on the size of your office.

1. Bigger offices, or more than one floor: just turn it on. When providers are spread across an upstairs and a downstairs, a client has no good way to reach anyone, so this isn't really optional. Tell your team it's starting, show them once, and move to Step 2.
2. Smaller offices: decide together at your next team meeting. Ten minutes is plenty. It works best when everyone uses it, so aim for all in or not yet, rather than half the team.
3. Show it once, either way. Open your office's page on your phone, tap a name, check someone in. Fifteen seconds of demo does the explaining for you.
4. Pick a start date and tell Cassidy what you decided. "Signs go up Monday" beats "sometime soon," and Cassidy needs to know which offices are live.

Step 2: Hang the QR signs

1. Print your office's sign from the list below, two or three copies. The QR code on it is the only way in, so the sign is the whole rollout.
2. Hang one in every space a client waits. Multi-floor offices need a sign on each floor; if clients wait in more than one area, each area gets one.
3. Put them at seated eye level where someone waiting will actually look, not above a doorway.
4. Test one yourself. Scan the printed sign with your own phone camera and do a real check-in before you call it done. If your camera can't read it from a seat away, move the sign closer or print it larger.

Step 3: Get every provider set up (2 minutes each)

1. Self-test. Everyone opens the office page, taps their own name, types "Test," taps "I'm here."
2. Open the email that arrives and tap "Change how you get these" at the bottom. That link is theirs permanently.
3. Set preferences. Email is on by default. Anyone who wants texts flips the toggle and picks where: their Telzio number (texts can include a client's first name) or personal cell (first initial only, in case a text is glimpsed on a lock screen).
4. Point out what it changes for them. A client arriving is now a message on their phone, so they can stop watching the waiting room between sessions.
5. Check the roster. Anyone missing or misnamed on the page, tell Cassidy. Fixes show up within about fifteen minutes.

Step 4: Train clients (this is the habit-maker)

1. Providers use the script (it's on the main page) at the end of each session for the first two weeks: point at the sign, thirty seconds, done.
2. Walk clients past a sign once. Showing someone the actual sign on their way out beats describing it.
3. Reassure anyone hesitant: first name only, nothing saved, and a client who would rather not use it can still call or text us. It's a doorbell, not a requirement.
4. Expect a slow start. Most clients pick it up on their second or third visit, once they have seen the sign a couple of times.

Step 5: Check in on it after two weeks

1. Ask your team whether notifications are actually landing, and whether anyone wants to switch on texts after living with email for a bit.
2. Walk your waiting areas and confirm every sign is still hanging and still readable.
3. Tell Cassidy how it's going. What you notice is the only signal she gets, since the app deliberately keeps no record of check-ins.

If something's off

1. A provider isn't getting emails: have them re-do the self-test and check spam for a "Purple Sky" sender. Still nothing? Tell Cassidy.
2. Names, offices, or rosters wrong: tell Cassidy, changes land within fifteen minutes.
3. Anything else: nothing here can be broken by a client. Worst case a message doesn't send, and they're told to call or text us instead.