How Self-Check-In Works in BytePhase (Step-by-Step Guide)
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How Self-Check-In in BytePhase Works
Self-check-in in BytePhase lets customers submit a repair request on their own, without you picking up the phone or typing at the counter. Here is exactly how the feature works, step by step.
Step-by-Step: Setting Up and Using Self-Check-In
Get Your Self-Check-In Link
- BytePhase sends you a self-check-in link automatically after you sign up.
- You can also find the same link on your login page, as shown below.
What Customers See When They Self-Check-In
- Clicking the self-check-in link opens a short form for the customer to fill out.
- Customers can use this link to submit a repair request on their own, any time.
- You can also add the link to your own website or customer portal so it is easy to find.
Once a customer submits the form, their request is added to BytePhase automatically — no manual entry needed on your end.
Where Self-Check-In Requests Land in Your CRM
- Log in to your BytePhase portal and open the Contact Us tab on the sidebar (Login > Contact Us).
Converting a Request into a Job
- Every request submitted through an open link or self-check-in shows up here.
- For each request, you can:
- Change its status
- Convert it to a customer
- New requests default to an open status, which you can change at any time.
- If the customer already exists in your data, clicking Convert To Customer confirms the match and creates a job directly, as shown below.
- If the customer is new, BytePhase asks you to create a customer record, then redirects you to the Create Job page.
- The request details are pre-filled on that job. Add any remaining details, then call or email the customer to confirm.
- Once the customer is added, they can create their own account and track their job’s progress from the customer portal.
That is the whole flow: a customer submits a self-check-in form, and it becomes a normal part of your repair ticket management — you just review it and convert it into a job.
Want to try self-check-in in your own shop? BytePhase includes a 15-day free trial, no credit card required, so you can test the feature with your own customers before committing.
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