Managing Guest Defaults

What are guest defaults used for?

Guest Defaults allow you, as the activity operator, to pre-select values that will be saved to the guest waivers instead of asking your guests to choose answers to these items themselves.

 

Selecting a guest default will result in the options you have selected being applied to ALL new guest that are checking in on this device. These defaults can be configured for the following properties:

• Activities
• Equipment
• Site
• Staff
• Time Slot

How is this useful?

In one example using Equipment:

You may run a helicopter tour operation and have three helicopters in your fleet. Each guest has to be assigned to the specific helicopter that they will be travelling in.

The decision of which helicopter to assign is not something you'd leave up to the guest, so instead you or your staff pre-select the applicable helicopter from your Guest Defaults menu. Your chosen helicopter will now be assigned to all guests signing in on that device.

In a second example using Sites:

You might have one activity (paddle boarding) operating at two different locations i.e. Beach & Poolside. Both locations run the same activity and waiver but you provide one tablet/mobile device at each location so guest can complete waivers at either location.

Using the guest defaults you can set the 'site' to Beach on the first tablet and Poolside on the second tablet, allowing every guest who completes the waiver on the 'beach tablet' to automatically inherit that location on their waiver and every guest who completes the waiver on the 'poolside tablet' to automatically inherit that location on their waiver.

Important notes

Your configuration will be saved to your device and the settings will remain even after restarting the app. It is therefore very important to be aware of which default values you have selected to ensure that you don't apply values to guests unintentionally!

How to set Guest Defaults

You can access the Guest Defaults menu from your Home screen or the app's main navigation Menu.

Look to the right of the "Launch Check-In" button. The number next to the little "user settings" icon represents the amount of properties that have default values assigned. E.g. if you have specified defaults for Activities and Equipment, this number will show "2" irrespective of how many options were selected within each.

Tap the (...) icon to see all available check-in actions. Then tap the "Edit Guest Defaults" option.

You'll see the Guest Defaults menu displayed. The menu will show you each available property, a little badge number to indicate how many options have been selected for the given property, and a summary of the selected values.

To view the available options for a property, simply tap anywhere within the property block.

From the list of options, select the ones you wish to set as default values. Some properties will allow you to select multiple values, others only allow one.

Changes are saved automatically. To get back to the main Guest Defaults menu, tap the back arrow ( < ) next to the property title.

When you're done, you can close the modal by tapping the close button ( X ) at the top-right of the modal.

Changing Guest Defaults from within a check-in session

When you launch a check-in, you'll notice a "guest settings" icon button displayed in the main toolbar. This serves as shortcut to launch the Guest Defaults menu, and also as reminder to you that there are default values configured that will be applied to the guest that is about to check in.

Note that this button will only display while you are on the first page of the form. We do this so that your guests don't have access to these settings and make unwanted changes while they are checking in.