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How to Set Up Check-In on a Device

Updated over a week ago

How to Set Up Student Check-In on a Device

Setting up device-based check-in allows students to quickly and securely sign in when they arrive at your clinic or office — without interrupting your workflow. With Check-In enabled, your team is instantly notified when a student arrives, encounters can be launched with pre-filled templates, and visit times are automatically documented.

Whether you’re running a shared clinic (e.g., Nurse + Athletics) or a single-role office, Check-In helps streamline front desk processes, reduce manual data entry, and ensure accurate documentation from the moment a student walks in.


Before You Begin

  • You’ll need access to your school’s August URL.

  • Check-In should be set up on the specific device students will use (e.g., front desk iPad, clinic laptop).

  • You do not log in to access the device’s check-in page.


Step 1: Access the Check-In Setup Page

  1. Open a browser on the device students will use.

  2. Go to your school’s August URL.

  3. Do not log in.

  4. Add /checkin to the end of your URL.

Example:
yourschool.augustschools.com/checkin

If this is the first time setting up Check-In on this device, you’ll see the initial setup screen.

  1. Click Start.


Step 2: Select Roles or Teams

Next, choose which team(s) students will be checking in with on this device.

  • You can select one or multiple roles.

  • Example:

    • Select Nurse only

    • Or select Nurse + Athletics if they share a clinic space


Step 3: Select Encounter Templates

For each selected role:

  1. Open the role’s template list.

  2. Choose which templates students should see as check-in options.

Repeat this process for each selected role.

💡 Tip:
Only include templates students should actively choose from. Keeping the list focused makes check-in faster and clearer.


Step 4: Choose Student Identification Method

You’ll select how students identify themselves at check-in. Options include:

  1. Date of Birth + Initials

    • Student enters date of birth (month and day only)

    • If multiple students share the same birthday, they will also be asked for initials.

  2. Student ID

    • Student enters their ID only.

  3. Email Address

    • Student enters their email only.

Once selected, click Save.

🔐 Best Practice:
Choose the method that balances ease of use and security for your environment.


What Students See During Check-In

Once setup is complete:

  1. Click Check-In in the upper right corner to view the student-facing screen.

  2. Students tap Start.

  3. They select the team they’re visiting.

  4. They choose their reason for visit (based on your selected templates).

  5. They enter identification information.

  6. A confirmation page appears.

  7. The screen automatically resets to the Check-In start page.

The device is now ready for the next student.


What Happens After a Student Checks In?

When a student completes check-in:

  • All users assigned to that role receive a check-in alert on their board.

  • You’ll see:

    • Student name

    • Time of check-in

    • Reason for visit

To Start an Encounter:

Click Encountered within the checkin entry.

If you selected a template during setup, the encounter will open pre-filled with that template.

If the Student Was Not Seen:

Select Mark as Missed.


Viewing Check-In Time

To see the exact check-in timestamp:

  1. Open the student’s encounter.

  2. Navigate to the History tab.

  3. You’ll see:

    • Time student checked in

    • Time encounter was started

This ensures accurate documentation for reporting and compliance.


Tips for Success

  • ✅ Set up separate devices for different locations if needed.

  • ✅ Keep template lists streamlined.

  • ✅ Test the full student flow before live use.

  • ✅ Choose the identification method that works best for your age group.

  • ✅ Place the device in a visible but supervised area.


Troubleshooting & Support

If you experience any issues with Check-In:

  • Click the question mark icon in the upper right corner of your August account to access live support.

Our team is happy to help you get everything running smoothly.

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