Tutorial: Setting up a multi-step manual reservation process including a price quotation sent to the customer, upload of signed contract, manual confirmation and online payment (7 / 7)

Tutorial Table of Contents

part 1: Overview of the reservation process used
part 2: Price offer / quotation
part 3: Contract signing
part 4: Manual confirmation
part 5: Online payment
part 6: Offline payment and delayed notification
part 7: Check-in and check-out
Part 7 of 7: Check-in and check-out
The check-in and check-out status can be applied manually by the administrator once the user checks in to their accommodation and then checks out - which is a great way to keep track of the check-in / check-out time. It's also possible to send self check-in and check-out links to the customer in an email notification using the $(checkin_url) and $(self_checkout_url) tags (see Q204).

Planyo also integrates with some physical access systems which automatically send an access code or QR code to the customer for their self check-in. If you have a lockbox with a fixed code, you can of course simply send this code to the customer in their confirmation notification or a notification sent just before the arrival.

It's also possible to keep using the color manager to automatically apply new colors for the checked-in / checked-out events.

Of course your process could involve other steps, requiring more colors. In such case it's enough to enter the new color labels and possibly edit the Reservation color changed email notification template to include another section inside the condition $(if) $(rental_color_XXX) $(then) --- email body --- $(endif) . This way you can define multiple email notifications, one for each color.

If your check-out process involves getting some sort of feedback from the customer, you may want to configure the checked out email notification to send an email to the customer once they check out:
- Use the reviews feature (see Q260) if you wish to allow the customer to leave a rating and feedback which other customers will be able to see
- You may also wish to get private/internal feedback from the customer, e.g. allowing them to specify any irregularities or the state/condition of the resource after their rental. In such case please see Q380 to see how to configure reservation form fields not visible at the time of reservation but filled out by the customer at a later time, in this case after the check out.

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