Mobile Check-In Guide#

Check in customers quickly from your phone or tablet. The mobile check-in wizard guides you through each step with a touch-optimized interface.

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Starting a Check-In#

From the Dashboard#

1. Tap Check-in in the bottom action bar
2. Find the customer in the arrivals queue
3. Tap their booking to start

From Search#

1. Tap the search icon
2. Enter name, email, phone, or confirmation number
3. Tap the matching booking
4. Tap Check In

From the Calendar#

1. Open Calendar from the action bar
2. Tap on the booking
3. Tap Check In in the booking details

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The 5-Step Wizard#

The check-in process has 5 steps. Progress is shown at the top, and you can tap steps to navigate.

Step 1: Verify Customer Identity#

Confirm you have the right person.

What you see:

• Customer name and contact info
• Booking summary
• Identity verification prompts

What to do:

1. Verify customer identity (ID check)
2. Confirm booking details are correct
3. Tap Continue to proceed

Tip: Ask to see ID if this is a new customer.

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Step 2: Select Bookings to Check Out#

Choose which bookings to check in.

What you see:

• All bookings for this customer
• Status indicators (overdue, due now, due soon)
• Selection checkboxes

Quick actions:

• Select All — Check in everything
• Today Only — Just today's bookings
• Clear All — Start over

What to do:

1. Tap checkboxes to select bookings
2. Or use quick actions
3. Tap Continue

Tip: Bookings due now or overdue are pre-selected.

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Step 3: Waivers & Safety#

Complete required safety checks.

What you see:

• Waiver status (signed/pending)
• Safety checklist items
• Equipment inspection prompts

Checklist may include:

• ☐ Liability waiver signed
• ☐ Safety briefing given
• ☐ Equipment walkthrough completed
• ☐ Customer understands return time
• ☐ Emergency procedures explained

What to do:

1. Complete each item on the checklist
2. Tap each checkbox as you finish
3. Tap Continue when all complete

If waiver is pending:

• Option to resend waiver link
• Option to have customer sign in person
• Or proceed without (based on your policy)

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Step 4: Settle Balance#

Collect any outstanding payment.

What you see:

• Amount due (if any)
• Payment method options
• Card entry form or manual options

If balance is $0:

• This step shows No Balance Due
• Tap Continue to skip

Payment options:

What to do:

1. Confirm amount with customer
2. Select payment method
3. Process payment
4. Tap Continue when complete

Tip: Have the customer sign on your device if needed.

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Step 5: Final Details & Send Off#

Add optional notes and documentation.

What you see:

• Notes field for any comments
• Pre-rental photo upload option
• Final summary

What to do:

1. Add notes if needed (condition issues, special requests)
2. Upload pre-rental photos to document equipment condition (optional)
3. Review the summary
4. Tap Complete Check-In

Photo tips:

• Document any existing damage
• Capture odometer/hour reading
• Photo timestamps are saved automatically

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After Check-In#

Confirmation#

You'll see a success message with:

• Confirmation number
• Unit(s) checked out
• Expected return time

What Happens Automatically#

• Booking status changes to Rented
• Unit shows as Out on dashboard
• Return time appears in today's queue

Next Steps#

• Give customer any keys/equipment
• Remind them of return time and location
• Provide contact number for emergencies

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Navigation Tips#

Moving Between Steps#

• Tap numbered circles at top to jump
• Use Back and Continue buttons
• Swipe left/right (on some devices)

If You Need to Stop#

Your progress saves automatically:

1. You can close the browser
2. Return later to continue
3. The wizard remembers your place

Canceling Check-In#

If you need to start over:

1. Tap the X or back arrow
2. Confirm you want to exit
3. No changes are saved

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Common Scenarios#

Customer Arrives Early#

1. Find them in the queue (may be listed under Future)
2. You can still check them in
3. Note the early start if relevant

Customer Has Multiple Units#

1. All units appear in Step 2
2. Use Select All to check in everything
3. Complete one wizard for all units

Balance Due at Check-In#

1. Step 4 shows the amount
2. Collect payment before proceeding
3. Can't complete without payment (or approval)

Waiver Not Signed#

1. Step 3 shows waiver as pending
2. Option: Resend link for mobile signing
3. Option: Have them sign on your device
4. Option: Proceed without (your policy)

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Touch Gestures#

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Troubleshooting#

Can't Find the Booking#

• Check spelling in search
• Try confirmation number
• Check date filters
• Customer may be under different name

Payment Won't Process#

• Verify card details
• Check internet connection
• Try manual payment option
• Contact support if card is declined

Step Won't Complete#

• Ensure all required items are checked
• Look for validation errors (red text)
• Scroll down for missed items

Wizard Won't Load#

• Refresh the page
• Check internet connection
• Try a different browser
• Clear cache and try again

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Best Practices#

Be Prepared#

• Review arrivals before they come
• Have any required equipment ready
• Know your safety briefing

Stay Efficient#

• Use Select All when appropriate
• Skip optional steps if busy
• Return to add photos later if needed

Document Everything#

• Note any pre-existing damage
• Take photos of equipment condition
• Record odometer/hour readings

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Related Articles#

• Mobile Overview
• Check-In & Check-Out (Desktop)