---
schema_version: "1"
id: 9a3b465e14ed172612e12240c5efcc8b2aad896e9ad4d28e53101213c1f0dab4
title: Check In Drop-In Customers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_check_in_drop_in_participants.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_check_in_drop_in_participants.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 718ced6cfe9f2ba30ef95b0419bc072aaea797a2c1465e3cb81b95c1b26fb748
description: When a participant —customer— arrives at a business location, a greeter captures their information and then assigns the participant to a waitlist based on their reason for visit.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Check In Drop-In Customers

When a participant —customer— arrives at a business location, a greeter captures their information and then assigns the participant to a waitlist based on their reason for visit.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d43966e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43966e66 ">To view waitlists:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43966e66 ">Read and Edit on Waitlist</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43966e66 ">To check in customers:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43966e66 ">
              <ul>
                <li>Read on Account, Contact, Lead, Service Resource, Service Territory, Waitlist, Work
                  Type, and Work Type Group</li>

                <li>Create, Read, and Edit on Appointment Category</li>

                <li>Create on Lead </li>

                <li>Read and Write on the Waitlist record</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43966e66 ">To create appointments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43966e66 ">Create on Service Appointment</td>

          </tr>
        </tbody>
      </table>

1. In an active waitlist, click **Check in**.
2. Select a participant type.
    
    | Option | Description |
    | --- | --- |
    | New Participant | A customer who needs your organization’s services for the first time. |
    | Existing Participant | A customer who already uses your organization’s services. |
    
    Based on the selected participant type, Salesforce Scheduler shows the relevant fields.
3. If the participant is new, specify these details:
    1. Enter participant’s first name, last name, contact number, and email address.
    2. Select a work type group based on the participant’s reason for visit.
    3. If necessary, enter the participant's associated company and description about the visit.
    4. If necessary, select a service resource.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
        
        Note The Service Resource field only shows the service resources who have enrolled in the waitlist.
4. If the participant is existing, specify these details:
    1. Select a record type, and then select the participant record.
        
        The available record types are account, contact, and lead.
    2. Select a work type group based on the participant’s reason for visit.
    3. If necessary, enter a description about the visit.
    4. If necessary, select a service resource.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
        
        Note The Service Resource field only shows the service resources who have enrolled in the waitlist.
5. Check in the participant.

A service appointment record is created for the customer and the customer is added to a waitlist based on the selected work type group.