The instructions below will guide you through installing Servant Keeper Check-In 2 on your computer. Use these instructions if you are new to SK Check-In or if you are installing Check-In as a "kiosk" install to connect to an existing SK8 database. Install Check-In only after Servant Keeper 8 has been installed on at least one computer.


  1. Open the installation email and click on the Servant Keeper Check-In 2 installation link.

  2. When asked to "Run" or "Save" the file, click "Run" and the installation program will begin to run.

    NOTE: Depending on the browser you are using, your options to run the installer may vary. If you are unsure of how to download the setup on your computer, it is recommended to contact your Administrator or IT person.

  3. The first window you will see is the Servant Keeper Check-In License Agreement. (See Figure 1) Please read the agreement so that you understand the licensing of the program before continuing with the installation. If you agree with the license agreement, click the “I accept the agreement” radio button. Click the [Next] button to continue with the program installation.


    NOTE: Use the [Cancel] button at any time in the installation to stop the installation process and close the Setup.

  4. Next, you will see the Install Type window. (See Figure 2) There are 2 different installation types to choose from. For this help sheet, we will choose the first option: "Install Servant Keeper Check-In 2". This option will install the Servant Keeper Check-In 2 program and connect to your Servant Keeper 8 database. Click the [Next] button to continue with the installation.


  5. You will now see the Customer Information window. (See Figure 3) Enter your Servant Keeper Customer ID number, then click the [Next] button to continue with the install.


    NOTE: If you do not know your Customer ID number, click "Find your customer ID" to log in to the Support Center and find your ID number in the "Account Information" area.

  6. The next window indicates where the Servant Keeper Check-In 2 program will be installed. (See Figure 4) The Help Desk recommends keeping the default installation path. Click the [Next] button to continue.


  7. You will now see the Ready to Install window. (See Figure 5) This window reviews all of the settings that have been made thus far in the installation process. If the information is correct, click the [Install] button to begin the installation. If you need to make any changes before continuing with the installation, use the [Back] button to go back to any of the previous steps in the Setup wizard.


  8. A green progress bar will appear showing you the progress of your installation. (See Figure 6) When the installation is complete, it will automatically advance to the next step.


  9. The Servant Keeper Check-In Setup Wizard will appear. If Servant Keeper 8 is installed on this computer, the setup wizard should automatically detect your database settings. If SK8 is not installed on this computer or your database is not detected, use the options on the screen to connect Check-In to your Servant Keeper 8 database.

    For a Local Database: Choose the "Local Database" radio button. Use the [Browse] button on the screen to browse to and select the Servant Keeper 8 database on your computer or network. (See Figure 7a) After selecting the database, click the [Test Connection] button. When the red light next to the database file path turns green, you are connected to a valid SK8 database. Click the [Next] button to continue.

     
    For a Cloud Database: Choose the "Cloud Database" radio button. Use the [Cloud Settings] button to open the "Customer Login" window. (See Figure 7b) Paste (or type) the information from the "Servant Keeper Cloud Data Login Information" email you received after your Cloud purchase in the spaces provided. After entering the correct information to connect to your database, the "Cloud Databases" window will appear. Click once on your database to highlight it, then click [Choose Database]. Click the [Test Connection] button--when the red light next to the database name turns green, you are connected to a valid SK8 database. Click the [Next] button to continue.


    NOTE: If you just purchased Servant Keeper 8 Cloud, it could take up to 24 hours for your Cloud database to be created and the "Cloud Data Login Information" email to be sent. If it has been over 24 hours since signing up for the Cloud and you do not know your Customer Login information, click "Cloud Account Retrieval" to log in to the Support Center and find your information in the "Account Information" area.

  10. On the next step, choose the users from Servant Keeper you want to use in Check-In. (See Figure 8) If there are any Servant Keeper users you do not want logging in to Check-In, untag them at this time. Click [Next] to continue.


  11. You will now see the "Authorize Individuals and Configure Hardware" window. (See Figure 9) Check the "Auto-Authorize Head of Household and Spouse" box to authorize all Head of Households and Spouses to check in and out members of their family.

    Check "Auto-Authorize Individuals over the age of..." box to authorize all individuals over a certain age to check in and out members of their family. For this option, the age will default to 17, but can be changed. This is especially helpful if you wish to authorize older children to be able to check in and out their younger siblings. If you choose not to use either of the auto-authorize options, manual authorization can be done from the Authorization area within the Check-In program.

    If you have a label printer installed, select the printer options for your label/claim ticket printer in the "Label Printer Setup" section. Check "Use Printers at this Station", then check "Enable Printer #1" to select your installed label printer in the drop-down menu. Only enable printer #2 if you have a second label printer to use at this station. If you have not yet installed your printer, you can add it at any time in the Settings > Hardware area of the Check-In program.

    Click [Next] to continue.


  12. On the next step you will see all of the options you have selected for the Setup Wizard up to this point. (See Figure 10) Review all of the settings that have been made thus far in the setup. If the information is correct, click the [Finish] button to complete the process. If you need to make any changes before finalizing the setup, use the [Back] button to go back to any of the previous steps in the Setup wizard.


  13. You will see a window telling you how many days are remaining on the Servant Keeper Check-In demo and asking if you would like to register. (See Figure 11) On this window, there are three options:

    • [Buy Now]: Choose this option at any time if you have not yet purchased Servant Keeper Check-In and wish to do so. This option will launch the online store where you can purchase the Check-In program.

    • [Activate License]: Choose this option if you have purchased Servant Keeper Check-In and wish to register the program. Registering the program will stop the 30 day demo countdown.

    • [Continue Demo]: Choose this option if you wish to use Servant Keeper Check-In as a 30 day demo. This option will allow you to use the fully functional program for 30 days. At the end of the demo period, you would need to register and activate Check-In in order to continue using the program. If you are using the 30 day demo, skip to step 15 of this help sheet.

    Servant Keeper Demo window
  14. If you chose the [Activate License] option on the previous window, you will see the Register and Activate Servant Keeper Check-In window. (See Figure 12) Paste (or type) your Servant Keeper Check-In Product Code on the "Product Code" line. After pasting in your Product Code, the Customer ID, Organization Name, and Email fields my auto-fill with your organization's information. If these boxes do not auto-fill, type the correct information in the boxes provided. On the "Name this installation" line, enter a name to identify the license code used on this computer. Click [Register and Activate] to complete your registration.

    Register and Activate Servant Keeper window
  15. You will now see the Servant Keeper Check-In Login window. (See Figure 13) Enter the same email address (or User ID) and password you use when logging in to Servant Keeper 8. Press the <Enter> key on your keyboard or click [Login] to continue.


    NOTE: Use the "Remember Login" option if you would like to have SK Check-In remember your email or User ID.

  16. If this is the first time you're logging in with an existing SK User ID and Password, you may see the "Change Password" window. On the "Email" line, enter your email address--this is what you will use to log in. On the "Password" and "Confirm Password" lines, enter the password you wish you use when logging in to the program. Please note: this is the password you will use to log in to Servant Keeper 8 and SK Check-In 2. Passwords ARE case-sensitive, must be at least 6 characters in length, and contain at least 1 number. You will know your password meets the minimum requirements when the red square next to each password field turns green. (See Figure 14) Click [Save] to update your user information and log in to the program.


  17. Your Servant Keeper Check-In program is now installed! To open the program in the future, simply use the blue "SK Check-In" icon from your computer's Desktop screen.