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How do I reconcile my clients' sign-in times with their booking times?
How do I reconcile my clients' sign-in times with their booking times?
Gnomes avatar
Written by Gnomes
Updated over a week ago

There are two reports you can utilize to reconcile your clients' sign-in times with their booking times. These two reports are the Signin Reconciliation report or the Hours Used vs. Hours Booked report.

The Signin Reconciliation report will give you the last 45 days of bookings and sign-ins and attempt to match them up. It does so by looking at who signed in, who the booking was for, and what date these were on. Your clients must be using the sign-in/sign-out feature for this report to pull the data.

If you have a client who has multiple bookings on one day, there may not be a one to one match between the signin sheet and the booking. In this case, you want to look at the 'in_at' and 'starttime' fields to match them up.

The Hours Used vs. Hours Booked report will give you the total difference in bookings and sign-ins for the month, for each client. This report is helpful to provide a snapshot of the times, but it is smart to still spot check with the SignIn Reconciliation report, in case a client forgot to sign-out on of those days. 

To reconcile the difference between the times, you have a few options:

  • Add the additional booking time to your client’s accounts as new bookings - Open the Signin Reconciliation report > click 'see on calendar'  > create booking > assign to that client

  • Extend the original booking time to match the hours used - Open the Signin Reconciliation report > click 'see on calendar' > Click on booking > Edit

  • Add a one-time fee to the client's account for the additional amount at the end of the month (one-time fees are billed to the client within 24 hours)

    • Open the Hours Used versus Hours Booked report to see the Difference. Then go to Clients tab > Client > Fees/Credits > Add > Custom Fee

    • Open the Signin Reconciliation report to see difference in the 'Signed In Hours Minus Booked Hours' column. Then go to Clients tab > Client > Fees/Credits > Add > Custom Fee

Here is more information on digital sign-in/out for your clients.


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