When viewing a place, tap the blue check-in button to add a visitor.
Search for your visitor's name or number. If there are any matching contacts, you'll see them under Suggested – otherwise, simply Create New Contact.
If you're creating a new contact, you're able to add further details – like landline or address.
If you're checking in an existing contact, you can (optionally) tap the blue info button to view their full profile and edit their details.
Whether you're checking a new or existing contact, you'll see this screen – where you can choose to send the mobile brochure, or add a note. When you're ready to check in your contact, tap Done.
That's it! Your contact is now checked-in and will sync to your connected CRM.
Offline Capabilities: You can still check buyers in when the device is offline. However, you need to stay logged into Homepass on the device until it finds a connection and syncs the data. Do not log out as you might lose any information if it has not had time to sync.
You can only perform check-ins on an offline device. *Any notes or edited contact details will not be saved.
If you'd like, you can also use kiosk mode to enable self-service check-ins. Learn about kiosk mode here.
If you need further assistance, our support team is here to help!