How to configure your check-in or a check-out workflow?

You can digitize your rental processes by letting your customers perform their check-in or check-out procedures on their own on their smartphones.

How create a check-in or check-out procedure ?

1. Login to your Fleet Management Dashboard: app.sailsense.io

2. When logged in, click your name on the top right corner, then choose settings.
3. In the menu on the left, choose checklists.
4. Click on 'Add check-in' or 'Add check-out' depending on the type of procedure you wish to create
5. Here you need to:
   1. Provide a name for your checklist: this name will be displayed in your customers' mobile app
   2. Select one of the process types:
      • "Check-in by Sailor" or "Check-out by Sailor": this allows your customers to perform the check-in or check-out procedure by himself/herself in the Sailsense Mobile App. In case a critical item is missing, he/she will need to get it sorted out with one of your team members in order to be able to complete the checklist.
      • "Check-in by Charter Company" or "Check-out by Charter Company": in this case, one of your team member will have to perform the check-in or check-out procedure on his phone, in the Sailsense Mobile App.
   3. Select the boats to which this procedure will be applied. 
      Notes:
                 (i) you can create a different check-in or check-out procedure for all your boats
                 (ii) each boat can only be linked to one check-in and one check-out procedure
   4. Choose the optional modules to be added to the procedure: these modules allow you to customize the information you request from your customers:
      • Ask for the crew list: 
      • Ask for fuel gauges
      • Ask for water gauges
      • Ask for engine hours
      • Allow your customer to log damages (see dedicated article).
      • Request approval of your terms of service (see dedicated article)
      • ...
   5. Add as many sections and items as you want
   6. When done, click on Save changes