Square Appointments: Class Check-Ins and Purchased Packages in Client Dashboard

[Unnerror]

Hi everyone,

I’ve been exploring Square Appointments for a yoga studio and testing different workarounds and limitations. I’ve run into a few issues and wanted to see if I’m missing something.

1. Check-ins for class-type appointments:

There doesn’t seem to be a way to check in each person individually for a class. It’s similar to “Mark as complete” for regular appointments, but there’s no equivalent per attendee for group classes. Has anyone found a workaround for this?

2. Clients viewing their packages:

From the client dashboard, there doesn’t seem to be any way for clients to see the packages they currently own. The only time their package appears is when they go to book another class - during the payment step, they can see a package available to redeem.

Is there another way for clients to view their active packages? Any possibility of adding this to the client’s “My Account” page?

Any suggestions or workarounds would be greatly appreciated!

[Unnerror]

Hi everyone,

I’ve been exploring Square Appointments for a yoga studio and testing different workarounds and limitations. I’ve run into a few issues and wanted to see if I’m missing something.

1. Check-ins for class-type appointments:

There doesn’t seem to be a way to check in each person individually for a class. It’s similar to “Mark as complete” for regular appointments, but there’s no equivalent per attendee for group classes. Has anyone found a workaround for this?

2. Clients viewing their packages:

From the client dashboard, there doesn’t seem to be any way for clients to see the packages they currently own. The only time their package appears is when they go to book another class - during the payment step, they can see a package available to redeem.

Is there another way for clients to view their active packages? Any possibility of adding this to the client’s “My Account” page?

Any suggestions or workarounds would be greatly appreciated!

[Katie_SQ · Accepted solution]

Hi @Unnerror, 

@UmerKhalid is spot on here (thanks for jumping in!) - currently, there's no built-in way to mark attendance for individual attendees in Classes. So, in this case I recommend adding your support to this active Feature Request where we're currently tracking feedback for class attendance functionality.

Regarding your second question about clients viewing their packages, you're right that clients can only see their available packages during the booking process. There's currently no option for clients to view their package details from their client dashboard outside of the booking flow. Since this would be a helpful addition to the client experience, I encourage you to submit a separate Feature Request for this functionality here. 

If you have any other questions about Square Appointments, please don't hesitate to let me know!

[Katie_SQ · Accepted solution]

Hi @Unnerror, 

@UmerKhalid is spot on here (thanks for jumping in!) - currently, there's no built-in way to mark attendance for individual attendees in Classes. So, in this case I recommend adding your support to this active Feature Request where we're currently tracking feedback for class attendance functionality.

Regarding your second question about clients viewing their packages, you're right that clients can only see their available packages during the booking process. There's currently no option for clients to view their package details from their client dashboard outside of the booking flow. Since this would be a helpful addition to the client experience, I encourage you to submit a separate Feature Request for this functionality here. 

If you have any other questions about Square Appointments, please don't hesitate to let me know!

[Pour1forZee]

You are accurate!  There is not a feature/option in Square that allows you to check in clients/customers which is very surprising!!  This is a very basic function that is not offered and it is very frustrating!