How Self-check-in Works in BytePhase?

By Vishwajit SayambarPublished On: July 27th, 2023Categories: Boost your business, Features, Tips & Tricks2.2 min read

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Step-by-Step Process

Clicking on that button will bring up a form
This link can be used by customers to submit or generate tickets on their own
You can also add this link to your website or any portal so your customers can easily access it
The customer will receive this form

If a customer fills out this form, their request will be automatically added to BytePhase CRM

Login to your BytePhase CRM portal you will see the ContactUs tab on the sidebar
- Login->ContactUs

All customer requests/tickets submitted through open links or by self-check-in are displayed here
In response to that Request, you can take the following actions:
- Change Status
- Convert To Customer
By default, all requests have an open status, which you can change at your convenience
Once you click on the Convert To Customer button, then move forward
- When the customer is already present in your data then it just shows a popup like the customer is already present and creates a job like the one shown below

If the customer is new, it will ask you to create a new one in your customer data and redirect you to the create job page.

Then by default, the details from the request will be filled in that job, and you can add the remaining details or take further action, such as calling or emailing them.
By adding their data to your portal, the customer can create his own account and track the progress of his job.

Here we are Done!