Managing a Check-in
Before managing a check-in, ensure:
- The booking exists and is not canceled. Depending on your status date basis setting, it may appear as Upcoming (
upcoming) or Ongoing (current) before check-in day. - The contract has been signed (uploaded to the Contract tab)
- Access codes are configured in the property's Access Lockers tab
Step 1 — Review upcoming arrivals (7 days before). Open Operations > Check-in & Check-out and filter by the upcoming week. Identify all check-ins and ensure preparations are assigned.
Review this tab at the start of each week to plan operations. Watch for same-day turnovers (a check-out and check-in on the same day) — these require extra coordination.
Step 2 — Verify the unit is ready.
Check Operations > Tickets for all related cleaning or preparation tickets for the unit. All tickets should be in Completed status before the check-in date (stored as closed in product data/API payloads). If they are not, follow up with the assignee.
Step 3 — Verify check-in payments are complete (day of check-in). Open the booking's Payment Plan tab and confirm all check-in payments have been received (marked as Paid). If any are outstanding, contact the tenant to resolve before handing over keys.
Step 4 — Hand over access. Meet the tenant at the property or arrange for a team member to do so. Provide keys, access codes, and any physical items (parking permits, mailbox keys, etc.). The check-in email sent automatically to the tenant already contains the access codes configured in the property's Access Lockers tab.
Step 5 — Verify booking status.
Open the booking in the Bookings module and confirm the status is consistent with your configured status date basis (contract dates vs move dates). Around active occupancy, the booking should appear as Ongoing (product value: current). This status is computed automatically from dates and cancellation state.
Next step: When the tenant's stay ends, follow the Managing a Check-out workflow.