Update your Dealerware iOS or Android app to the latest version

Each profile has a unique token ID, to ensure duplicate profiles aren't being created each time the feature is used.

The link sent to the customer will expires after 24 hours. In these cases, the customer should contact the dealership to request a new link.

First, confirm a profile does not already exist by using the search function

If a profile does not exist, select New Customer at the top-right of the page to create one

Enter the customer's name & phone number

Select Add Customer

Select View New Customer Profile from the pop-up

In Customer Details: Overview, scroll to the bottom of the page

Select Send Profile Link

First, search for the customer's profile

Navigate to the Report Profile Link column

Select the Send button

The customer will receive a text message from Dealerware containing a link to access the Mobile Check-in workflow from their personal device.

See Dealership Customer Workflow below for the customer's next steps.

Log in to Dealerware Mobile

Select Customers from the main menu

Select the + icon

Select Send Check-in Link

Select Customers from the main menu

Enter the customer's details into the search bar & select the profile

In the customer profile, select Send Check-in Link

When the confirmation pop-up appears, select Send

The customer will receive a text message from Dealerware containing a link to access the Mobile Check-in workflow.

See Dealership Customer Workflow below for the customer's next steps.

Once the customer opens the link sent from Dealerware, they will enter into the Mobile Check-in workflow from their personal device.

The customer will proceed through the workflow.

A pop-up indicating success will appear after the customer completes the workflow.