Check-in Tracking

Monitor guest check-in progress through the Guest Directory. Track who has completed pre-check-in, review signatures, and view submitted documents—all from a single dashboard.

Overview

Feature

Description

Progress Tracking

See which guests have completed check-in steps

Status Filters

Filter by check-in status (Get-Info, Signatures, Checkins)

Document Review

View uploaded ID documents

Signature Review

View signed registration cards

Bulk Actions

Send reminders to guests with incomplete check-in

Accessing Check-in Tracking

  1. Go to Guest Directory (top-level navigation)

  2. Use the filter tabs to view check-in status:

Tab

Shows

All

All guests (search available)

Get-Info

Guests with incomplete check-in

Signatures

Guests who have signed registration card

Checkins

Guests who completed pre-check-in

Arrival Today

Today's arrivals

In-House (Arrival)

Currently in-house guests by arrival

Departure Today

Today's departures

Check-in Status Tabs

Get-Info Tab

Shows guests who haven't completed all required check-in steps.

Use Case: Identify guests who need reminders to complete pre-check-in before arrival.

Actions:

  • Send broadcast reminder to selected guests

  • View individual guest details

  • Check which steps are incomplete

Tip: Send the Get-Info email snippet to collect phone numbers from guests who only have email addresses.

Signatures Tab

Shows guests who have signed your registration card.

Column Details:

Column

Description

Name

Guest name (click to open inbox)

Contact

Phone and email

Reservations

Stay dates and room

Score

Guest feedback score

Signature

Date signed (click to view)

Viewing Signatures:

  1. Click the signature date in the last column

  2. View the signed registration card

  3. See guest information and signature

Checkins Tab

Shows guests who have fully completed pre-check-in.

Column Details:

Column

Description

Name

Guest name (click to open inbox)

Contact

Phone and email

Reservations

Stay dates and room

Score

Guest feedback score

Checkin

Completion date (click to view details)

Viewing Check-in Data:

  1. Click the checkin date in the last column

  2. View all submitted information:

    • Arrival details (date, time, guest count)

    • Identity verification status

    • Uploaded documents

    • Signed agreements

    • Payment status

    • Special requests

Shortcuts Dropdown

Access additional filters via the Shortcuts dropdown:

Filter

Shows

Arrived Yesterday

Guests who arrived yesterday

Arrival Today

Today's arrivals

Arrival Today (Not Checked In)

Arrivals who haven't checked in yet

Arriving Tomorrow

Tomorrow's arrivals

In-House (Checked In)

In-house guests who completed check-in

Mid-Stay

Guests not arriving or departing today

Departed Yesterday

Guests who left yesterday

Departure Today

Today's departures

Departure Today (Not Checked Out)

Departures not yet checked out

Departing Tomorrow

Tomorrow's departures

Viewing Guest Check-in Details

From the Guest Card

When viewing a guest's profile, check-in data appears in the guest panel:

Check-in Data Summary:

Field

Description

Arrival

Date, time, adults, children

Identity

Verification status (verified, processing, canceled)

Documents

Document type and upload status

Agreement

Signature status and date

Payment

Payment capture status

Requests

Special request answers

Click the link icon to view full check-in details.

Check-in Details Page

The full check-in details page shows:

  1. Guest Information

    • Name, phone, email

    • Number of adults and children

  2. Identity Verification

    • Status: verified, processing, requires_input, canceled

    • Error details if verification failed

  3. Documents

    • Document type selected

    • Upload status (uploaded vs. presenting on arrival)

    • Link to view uploaded document

  4. Registration Card

    • Signed agreement text

    • Guest signature (drawn or typed)

    • Date and time signed

  5. Payment

    • Payment method added

    • Authorization status

    • Deposit amount

  6. Special Requests

    • Answers to custom questions

    • Arrival time preferences

Sending Reminders

Individual Reminder

  1. Click the guest name to open their inbox

  2. Send a message with the check-in link

Bulk Reminder

  1. Go to Guest Directory and click the Get-Info tab

  2. Select guests who need reminders

  3. Choose a snippet or create a message

  4. Click Preview & Send

Recommended Snippet Variables:

  • {{checkin_link}} - Direct link to check-in

  • {{firstName}} - Guest's first name

  • {{arrival_date}} - Arrival date

Automation for Check-in Tracking

Pre-Arrival Check-in Request

Create an automation to request check-in before arrival:

Setting

Value

Name

Pre-Arrival Check-in Request

Audience

Arriving Tomorrow

Send Time

2:00 PM

Snippet

Include {{checkin_link}}

Reminder for Incomplete Check-in

Send a reminder on arrival day:

Setting

Value

Name

Check-in Reminder

Audience

Arriving Today

Check

Custom - {% unless origin_stay.fully_verified %}true{% endunless %}

Send Time

9:00 AM

Snippet

Reminder with {{checkin_link}}

Confirmation After Completion

Use a trigger to confirm successful pre-check-in:

Setting

Value

Event

Guest Pre-Checkin Completed

Action

Send Post-Checkin Snippet

Delay

0 (immediate)

Status Indicators

Identity Verification Status

StatusMeaning

verified

ID successfully verified

processing

Verification in progress

requires_input

Guest needs to complete verification

canceled

Verification was canceled

Document Status

Status

Meaning

[Type] uploaded

Document successfully uploaded

[Type] not uploaded

Selected type but no upload

Present on arrival

Guest will show ID at front desk

Payment Status

Status

Meaning

Payment captured

Card authorized successfully

Pending

Payment step not completed

Best Practices

Daily Workflow

  1. Morning: Check Arrival Today (Not Checked In) for guests needing follow-up

  2. Midday: Review Get-Info for tomorrow's arrivals

  3. Evening: Send reminders to incomplete check-ins

Communication Timing

Stage

When to Send

Initial Request

24-48 hours before arrival

Reminder

Morning of arrival (if incomplete)

Confirmation

Immediately after completion

Prioritization

  1. High Priority: Arrivals today with incomplete check-in

  2. Medium Priority: Tomorrow's arrivals without check-in started

  3. Low Priority: Arrivals 2+ days out

Troubleshooting

Guest not appearing in Get-Info tab

Possible Causes:

  • Guest already completed all required steps

  • Reservation not synced from PMS

  • Wrong date filter applied

Solutions:

  • Search for guest by name in "All" tab

  • Check PMS integration status

  • Verify reservation dates

Can't view uploaded documents

Possible Causes:

  • Document still processing

  • Upload failed

  • Permission issue

Solutions:

  • Wait a few moments and refresh

  • Ask guest to re-upload

  • Contact support if issue persists

Signature not showing

Possible Causes:

  • Guest typed name instead of drawing

  • Agreement step was skipped

  • Signature not saved properly

Solutions:

  • Both typed and drawn signatures are valid

  • Check if step was marked skippable

  • Ask guest to re-sign if needed

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