When a guest arrives for a tour, you'll want to mark them as Checked In, which will secure their spot on the roster. When a guest fails to appear for a tour, you'll want to mark them as a No-Show, which will move their booking to the Pending Action Queue if there is a balance due remaining and free up the corresponding amount of spots for the trip. This process does not notify customers, it is simply for your own organization.
Check-in Preferences
To set up your Check-in preference go to Products> Listings. Here you have 2 options:
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Global Check-in preferences: this applies to all your listings.
- Global Settings>Check-in Preferences
- Toggle on the 'Require guests to check-in to participate in the event'
- When this feature is enabled guests who are marked as checked-in will receive the review, gratuity requests, and follow-up emails, but those who are not marked as checked-in will not get these emails.
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Listing specific Check-in preferences:
- Hover over the listing> Edit> Check-in
- Toggle on the 'Require guests to check-in to participate in the event'
- When this feature is enabled guests who are marked as checked-in will receive the review, gratuity requests, and follow-up emails, but those who are not marked as checked-in will not get these emails.
Mark a Guest as Checked In or as a No-Show
Check-in
- Navigate to your Dashboard, locate the guest's trip timeslot, and click on it to arrive at the roster.
- If you want to check in a guest, click the green check next to their name and they'll be marked as attended.
- You will also see a green guest count on the Dashboard and Roster to show you the total number of guests marked as checked in.
No-Show
- Navigate to your Dashboard, locate the guest's trip timeslot, and click on it to arrive at the roster.
- If you want to mark a guest as a No-Show, click the red ban button.
- When you mark a guest as a No-Show, their booking will remain in the roster with the ban button in red.
- If you click to open the Pending Action Queue you'll see the No-Show booking there as well, only if a balance needs to be collected.
- Note: Customers marked as No-Shows will increase trip availability by the corresponding amount of people. So this will cause these slots to open up to the public to be booked.
- If you mark a booking as a No-Show that is not on that day's date (ie future date), you will be greeted with a pop up asking you if you would like to increase the availability or not.
Pro Tip: If you mark someone as a no show, by accident and need to correct this, simply just click the red No Show button again, and they will no longer be a no show.