The Pre Check-in Form is a form used to verify and complete guest information before their arrival. It helps streamline the check-in process and ensures that important details such as guest identity, estimated arrival time, and etc.
This form becomes available once the booking status is “Confirmed.” That means after the reservation has been officially confirmed, the guest can access and fill out the form as part of the arrival preparation process.
There are two ways for host to issue this form:
Method 1: Issue Pre Check-in form via Payment Confirmation email
The condition for this is that guest has made a payment (Full or partial).
Method 2: Issue Pre Check-in form email directly from Booking Detail page
The host can send this form regardless payment status.
Method 3: Issue Pre Check-in form email automatically based on schedule.
The host can send this form regardless payment status and host must set up the schedule beforehand.
Method 1: Issue Pre Check-in form via Payment Confirmation email
Login to PMS Dashboard.
Go to Booking List.
Select a booking and go to its booking detail page.
You need to make sure of the following:
Make sure that the status is Confirmed.
Make sure that the status for Pre Check-In Form is No Submission, as this indicates that the guest has not submit a Pre Check-In form previously.
Make sure that the invoice for this booking has been generated.
Follow this step for get the Payment Confirmation email with the Pre-Check in Form Access.
If the payment method is Card Payment, the system will send Payment Confirmation email to Guest's email automatically upon successful payment.
Guest need to check the inbox for the Payment Confirmation email if the payment using other payment.
In the email detail, there a Pre Check-in Form button and guest can click it to access the form.
After guest submit the form, the Pre Check-In Form status will change from No Submission to Submitted. Clicking this will open a popup that displays inputted information by guest.
Method 2: Issue Pre Check-in form email directly from Booking Detail page
Login to PMS Dashboard.
Go to Booking List.
Select a booking and go to the booking detail page.
You need to sure of these following:
Make sure that the status is Confirmed. If this is not the case, you must change the booking status to Confirmed beforehand.
Make sure that the status for Pre Check-In Form is No Submission, as this indicates that the guest has not submit a Pre Check-In form previously.
Find the Pre Check-in Form Status and click the three dots icon.
Select "Send reminder now".
Confirmation popup will appear and click Send after confirming the email.
Guest need to check the email inbox for the Pre Check-In form email.
On the email, there will be a Pre Check-in Form button and guest can click it to access the form.
After guest submit the form, the Pre Check-In Form status will change from No Submission to Submitted. Clicking this will open a popup that displays inputted information by guest.
Method 3: Issue Pre Check-in form email automatically on set schedule
First, we need to set the schedule for the system to decide when to send the email automatically.
Login to PMS Dashboard.
Go to Settings->Form Builder.
Click View Form.
Go to Reminder Schedule tab.
Click Add Schedule.
Select the schedule type, currently there is only one type which is "Before Check-In date".
Input the value which means days before check-in. For example, entering 5 will tell the system to automatically send Pre Check-In Form email to guest 5 days before the check-in date.
Click Save Changes.
Go to Booking Details and locate the Pre Check-in Form Status on top of page, and click the three dots icon.
Toggle the Auto Reminder to active. This will active the auto send feature based on the schedule set before.
Upon receiving the email, guest need to check the inbox for the email and open it.
On the email, there will be a Pre Check-in Form button and guest can click it to access the form.
After guest submit the form, the Pre Check-In Form status will change from No Submission to Submitted. Clicking this will open a popup that displays inputted information by guest.
