How to use Mobile Check-in – Dealerware

Overview

Mobile Check-in improves dealership efficiency and CSI scores by allowing customers to self-credential and save driver's license, insurance, and credit card details from their personal devices before their appointments.

Enable Mobile Check-in

Update your Dealerware iOS or Android app to the latest version

Notes Before Getting Started:

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.

Use Mobile Check-in via Dealerware Web

The Mobile Check-in workflow in the Dealerware web app makes it easy to create a new customer profile or update an existing one.

Create a New Profile

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

Update an Existing Customer Profile

First, search for the customer's profile
Navigate to the Report Profile Link column
Select the Send button

Mobile Check-in - Update Profile 1.png

Mobile Check-in - Update Profile 2.png

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.

Use Mobile Check-in via Dealerware Mobile

Create a New Customer Profile

Log in to Dealerware Mobile
Select Customers from the main menu
Select the + icon
Select Send Check-in Link

Mobile Check-in - Mobile New 1.png Mobile Check-in - Mobile New 2.png

Mobile Check-in - Mobile New 3.png

Update an Existing Customer Profile

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

Mobile Check-in - Mobile Existing 1.png

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.

Dealership Customer Workflow

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.