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SELF CHECK-IN SET UP STEPS

Since Self Check-in  is completely automated from start to finish and integrated with the booking process in MyPMS, there are only three steps for you to complete in MyPMS to set up Self Check-in for your site. How you customize these Letters is dependent on how you want run your Self Check-in process.  

"Self Check-in Exempt" and "eSign Exempt"

Each booking has an option to be flagged as "Self Check-in Exempt" and/or "eSign Exempt" and these settings are managed via the Booking Data tab on the specific booking desired to be 'exempted' from the automated Self Check-in process.  When flagged "Self Check-in Exempt", that particular booking will not send Self Check-in Letter(s) and/or SMS messages.  When flagged "eSign Exempt", that particular booking will not require the eSign document be completed to enable a Self Checkin-in, but it will still be allowed Self Check unless "Self Check-in Exempt" is also flagged on.

To setup Self Check-in for your property, follow these steps:

  1. Enter Room Entry Information in MyPMS
  2. Customize the Default Letters used in the Self Check-in process
  3. Set Default Email Letters (SMS Messages)Letters used for Self Check-in 

Self Check-in

STEP 1: Enter Room Entry Information in MyPMS The Room Entry Instructions are displayed to the Guest in MyBooking and automatically sent to the Guest via email and/or SMS in the "Self Check-in Complete" Letter when the guest is checked-in. The instructions displayed and sent to guests is customized to each Room in the “Room Notes” field of each Room. The “Room Notes” merge field is then inserted as into the Email Letter and/or SMS Message. Therefore, you need to enter the Room Entry Instructions you want sent to guests in the “Room Notes” field for every Room in MyPMS, even if the instructions are the same for all Rooms. For step-by-step instructions, see Add or Edit Rooms

STEP 2: Customize the Default Letters used in the Self Check-in Process. These are the Letters that will be used to communicate to Guests during the Self Check-in process. They are a very important part of the process as Guest Communication is crucial for the the Self Check-in process to work as seamlessly as possible. The Letters used for email are required for the Self Check-in process to function. SMS Messaging is optional and requires a subscriptionThere are three Letters that need to be created for the Self Check-in process, four if you are using eSign Digital Document Signing (Note: an SMS Message must also be created for each Letter if you are using SMS). See detailed information on Creating Default Letters

    1. "Self Check-in Start" Letter starts the self check-in process by automatically sending the Guest an email and/or SMS with a secure link to access MyBooking.
    2. "Self Check-in Complete" Letter contains your customized room entry information and instructions and is displayed to the guest in MyBooking and automatically sent to the Guest when self check-in is complete.
    3. "MyBooking Cancellation Letter" is the Letter is automatically sent to Guests when they cancel their booking.
    4. OPTIONAL: "eSign Digital Request" Letter If you want to require a digital signature for check-in, the BookingCenter eSign-Digital Document Signing lets you create a customized Letter with a digital signature function and send it to a guest to open and digitally sign via a secure link attached to their booking. Learn how to use eSign - Digital Document Signing

    We have provided Default Template Letters for both email and SMS Messages for you to customize in SETUP | LETTERS area of MyPMS, they are listed at the bottom of your Letters and SMS Messages Lists. Please review the Templates and feel free to use them “as-is” or customize to your property by adding or editing text, images or merge fields. See detailed information on Creating Default Letters If you are using SMS Messages, then see Add or Edit SMS Messages.



Set Default Email Letters (SMS Messages)Letters used for Self Check-in  Once you have created the Self Check-in Letters, they need to be selected as the Default Letters in SETUP | PARAMETERS | DEFAULT LETTERS. The Default Letter for Email is required for the Self Check process to function. The SMS Messaging is optional. To choose one or both of these as the delivery method, you simply need to select the Default Letter you created or the template provided in the respective drop-down list for Email or SMS. If you do not want to send an SMS message, then do not select a Letter in the drop-down menu and leave it on "Select Letter". For step-by-step instructions, see Self Check-in | Default Letters

Optionally, you can also schedule an additional "Self Check-in Start" Letter to be sent to the Guest before the check-in date using Auto Letters

To get started, see SMS Module Pricing Feel free to use the Default Templates “as-is” or customize to your property by adding or editing text, images or merge fields.