Beta: Managing check-in forms

Collect valuable information from your guests, such as their names, email addresses, and mobile numbers, by sending them a check-in form before their arrival. This form also allows guests to upload identification documents, such as passports and driver's licenses, and you can share your terms and conditions with them.

Follow the instructions below.

Create the form (Guest app)

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Guest experience mode.
3. Click Guest app.
4. In the top-right corner, click Add guest app.
5. Under "App modules", click the pencil icon to the right of "Check-in form". 
6. Turn the Required toggle on or off to mark fields as mandatory. 
7. Click Add item to the right of "Module content" to choose additional information to gather from or present to the guest:
   • File upload allows the guest to upload identification documents (such as driver's license, ID or a passport):
     1. Choose the type of documents your guests should upload.
     2. Choose who should upload the files - "All guests", "Main guest only", or "Adults only".
     3. Click Add at the bottom.
   • Input field - Allows the guest to enter details about themselves or their stay:
     1. Choose the reservation or guests details your guests should upload.
     2. Click Add at the bottom.
   • Terms & Conditions lets you present the Terms & Conditions of the stay to the guest.
     1. Enter the Terms & Conditions in the free text box. You can also add variables.
     2. Under "Agreement to terms & conditions", you can edit the text which will be displayed as the checkbox. 
     3. Click Apply at the bottom right.
   • E-signature - Allows the guest to sign the form electronically.
   • Marketing consent - By marking the checkbox, the guest consents to receiving marketing-related materials from you. This content module cannot be marked as mandatory.
8. To change the order of fields, hover over them until you see the three vertical dots, then drag and drop them at your desired location.
9. In the top-right corner, click Done.

   Tip:

   The check-in form is sent as part of a guest app. If you want to personalize it, do that now, before the next step.

10. In the top-right corner, click Save guest app.
11. In the pop-up, give the guest app a name to identify it in Guesty, and click Save guest app.

Edit the form (Guest app)

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Guest experience mode.
3. Click Guest app.
4. Find the guest app with the form you want to update, and click the pencil icon at the right end of the row.
5. If there is information you no longer require from the guest, click X to the right to remove it from the form.
6. Follow step 6-10 in "Create the form".

Delete the Guest app

Deleting the check-in form is a permanent action and the app will no longer be accessible by guests. If you still want to use a check-in form, edit the one you already have to fit your current needs instead of deleting and creating a new one.

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Guest experience mode.
3. Click Guest app.
4. Click the trash can icon at the right end of the row.
5. Read the information in the pop-up, and click Confirm.

If the variable of the check-in form you deleted was added to automated messages, it will be blank when the message is sent to guests, and guests that already have the link will not be able to access the app anymore.

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