Using the Customer Dealership Check-in Feature

IN THIS ARTICLE

• Desktop Check-in Process
• Mobile Check-in Process

The Check-in feature in DealerCenter is a structured way to manage customer interactions at your dealership. It functions like a checklist, helping your team provide a consistent, high-quality customer experience every time someone visits. Common tasks include greeting the customer, conducting a demo test drive, verifying a driver's license, performing a lot walkthrough, and handling initial finance discussions. This standardized approach ensures nothing is missed and all customers receive the same exceptional service.

Desktop Check-in Process

When a customer arrives at your dealership, you can use the Check-in feature to manage their visit efficiently. Follow these steps:

1. Go to the customer's page in DealerCenter.
2. Click the Check-In button located at the top of the customer’s profile page.
   
   
   
   
3. The system presents a customizable checklist. Complete each task by selecting them as you go through your interaction with the customer.
   
   
   
   
4. Add any relevant notes next to each task, if needed.
5. Once all tasks are complete, click Check Out to conclude the customer's visit.

The customer’s status updates automatically based on actions performed, ensuring efficient follow-ups or appropriate status adjustments.

Mobile Check-in Process

You can also perform customer check-ins directly from the DealerCenter mobile app:

1. Open the DealerCenter app and navigate to the customer's profile.
2. Tap the Check-In icon on the customer's main screen.
3. Confirm check-in when prompted by tapping Yes.
4. A list of predefined tasks appears. Complete these as you assist your customer, adding notes where necessary.
5. After completing tasks, tap Check Out at the bottom to end the customer’s visit.

The mobile app syncs with the desktop system, automatically updating the customer's status and maintaining accurate records.