How to Use Self Check-In for Customers in RepairDesk

Self Check-In for Customers

Long wait times and manual data entry can frustrate customers and slow down operations at your repair shop. With Self Check-In in RepairDesk, customers can enter their details directly on a customer-facing display, reducing wait times, minimizing errors, and ensuring accurate records—so your team can focus on repairs instead of paperwork.

Watch this step-by-step video to get started:


FAQs:

How do I enable Customer Facing Display (CFD)?
1

Navigate to: 9 dots > Integrations

Navigate to Integrations
2

Tap Connect on Customer Facing Display.

Connect Customer Facing Display
3

Tap the “Enable Customer Facing Display” button.

Enable Customer Facing Display
4

Copy the iFrame Code, select a Terminal, and paste the code onto your Customer Facing Device (CFD). (Learn more)

Copy iFrame Code
How do I configure Self Check-In?
1

Go to the Self-Check-In Configuration screen, located next to the Module Configuration tab.

Self-Check-In Configuration
2

Enable the module to allow customers to enter their information through the customer-facing display.

Enable Module
3

Customize the appearance of the Self Check-In form:

  • Choose the background color and text color for the form.
  • Enable checkboxes to display the logo, date, and time on the form.
    • Customize Form Appearance
    4

    Customize the fields displayed on the form:

  • Use checkboxes to select the fields to display.
  • By default, First Name and Last Name fields are enabled and marked as required.
  • The Required fields for trade-in column shows mandatory fields when capturing seller details for a trade-in.
  • The Position column defines the order of fields on the form.
    • Customize Form Fields
    5

    Click the Save Changes button.

    6

    A pop-up will ask if you want to replicate the settings across multiple stores. If needed, select the store(s) and click Save Changes again.

    Replicate Settings

    When can I view the Self Check-In form?

    You can view the Self Check-In form in the following scenarios:

    • While creating a ticket from the POS.
    • While editing a ticket.
    • While adding seller details during a trade-in purchase.
    How do I access the Self Check-In form on the Customer Facing Display?
    1

    Click on the three dots menu in the POS, then select Self Check-In from the menu.

    Self Check-In Menu
    2

    The Self Check-In form will be displayed on the customer-facing screen.

    Self Check-In Form

    How does the Customer Check-In Process work?
    1

    The customer fills in the required fields and clicks Next.

    Fill Required Fields
    2

    As details are entered, they are automatically populated on the left-hand side of the screen in real-time.

    3

    If GDPR Compliance is enabled:

  • The next screen will ask the customer if they want to become GDPR compliant.
    • GDPR Compliance Prompt
  • Checking the GDPR compliance box will display the Terms and Conditions. The customer must accept the Terms & Conditions and click Submit.
    • Accept GDPR Terms
  • Once the form is submitted, customer details will appear on the relevant screen where Self Check-In was initiated.
    • Customer Details on Screen

    How can I change the country or region to mark it as GDPR compliant?
    To change the country or region for GDPR compliance, follow these steps:
    1. Close all tabs on the Customer Facing Display (CFD) terminal.
    2. Navigate to Settings.
    3. Make the necessary changes to the country or region.
    4. Click Save Settings.
    5. Reset the CFD terminal.
    6. Reopen all tabs to complete the process.
    ​
    Can I change the default Terms and Conditions for GDPR?
    1

    Yes, you can change the default Terms and Conditions by following these steps:

  • Click on the 9 dots menu in the top-right corner.
  • Navigate to Store Settings > Module Configurations.
  • Select GDPR.
  • Modify the Terms and Conditions as needed.
    • Modify Terms and Conditions
  • Click Save Changes to apply. (Learn more)

    •
    What happens if a customer does not complete the Self Check-In process?
    If a customer does not complete the Self Check-In process, their details will not be saved, and they will need to start over.