Self Check-In

Guests receive a unique check-in link in their pre-arrival email and can complete the form before they arrive. As a staff member you can send the link manually, monitor whether a guest has submitted, view what they filled in, and access uploaded ID documents β€” all from the booking.


  1. Open any booking from the calendar or dashboard.

  2. Click Check in Guest (or Re-Check In if the guest has already checked in) to open the Check-In popup.

  3. In the popup header, click the Self Check-In pill button.

  4. A panel opens showing:

    • QR code β€” guest scans with their phone to open the form instantly

    • Copyable URL β€” click Copy to copy the link to the clipboard

    • Send Link to Guest β€” emails the unique link directly to the guest's address on file

The Send Link button has a 2-minute cooldown to prevent duplicate emails. After sending it shows Sent! and stays disabled.

The link is also sent automatically in the pre-arrival email. Use the manual send when a guest asks for it again or did not receive the original email.


Checking Submission Status

Open the booking and go to the Logs tab. If the guest has submitted:

  • A teal "Self Check-In" entry appears at the top of the log.

  • It shows the date and time of submission plus any details the guest provided:

    • ETA β€” estimated arrival time (if your settings collect it)

    • ID uploaded badge + View ID link β€” click to open a secure preview of the document (link expires after 1 hour)

    • Custom answers β€” one line per question, label and answer

If the guest has not yet submitted, no Self Check-In log entry appears. You can send the link again from the Check-In popup.


ID Documents

Uploaded ID documents are stored privately. To view one:

  1. Go to the Logs tab of the booking.

  2. Find the teal Self Check-In log entry.

  3. Click View ID next to the ID uploaded badge.

  4. The document opens in a new tab. The link is valid for 1 hour.


Check-In Source Indicator

On the Guests page, each guest shows how they checked in:

  • Online β€” submitted through the self check-in form

  • Desk β€” checked in manually at the front desk (or via the Check-In popup)

  • No label β€” not yet checked in


Guest Experience

When a guest opens their link they see:

  1. Property name and stay dates at the top

  2. House rules (if configured) β€” must be read before filling the form

  3. The form fields enabled in your settings: ETA time picker, ID upload, signature canvas, custom questions

  4. Check-In Instructions below the form (door codes, parking, directions)

  5. A success screen after submission showing their booking summary and the Post Check-In Message (Wi-Fi, room number, etc.)

If the guest already submitted, the link shows the success screen instead of the form β€” they cannot submit twice.

If the stay has ended (more than 2 days past the last night), the link shows an expired message.


Configuring What the Form Collects

All self check-in settings β€” house rules, instructions, post check-in message, toggles, and custom questions β€” are managed under Settings β†’ Self Check-In in the Finance portal. See Self Check-In Settings for the full reference.

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