To issue Pre Check-in form, the host must set the status of the booking to Confirmed.
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 sure of the 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.
Make sure that the invoice for this booking has been generated, if that is not the case you can go to Payment tab and click Generate invoice.
Add user payment by clicking Add payment button under Payment List section.
Select the payment option and click Next.
Select the payment channel and payment method. Click Next.
If the payment method is Card Payment, the system will send Payment Confirmation email to Guest's email automatically upon successful payment.
For other payment methods, there will be a checkbox for Send payment confirmation mail and user must click it so that the system will send Payment Confirmation email to guest.
Guest need to check the inbox for the Payment Confirmation email and open it.
Inside 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 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 its booking detail page.
You need to sure of the 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.
Locate the Pre Check-in Form Status on top of page, and click the three dots icon.
Select "Send reminder now".
A confirmation popup will appear and click Send after confirming the email.
Guest need to check the inbox for the Pre Check-In form email and open it.
Inside 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.
Inside 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.
