Customising Self Check-In

Marlin GTX enables stores to customise self check-in using the web portal.

Stores log in to the web portal to choose which fields customers see and must complete.

They can:

• Add Check-in questions
• Edit check-in instructions
• Edit messages
• Set the after check-in options
• Review validation services
• And apply custom branding

To enable self check-in in your GTX system, please contact the Megabus Support Team.

For help using self-check, once it has been set up, see the Self Check-In help page.

Accessing the Web Portal

The web portal at web.raptor.megabus.com.au is used to configure and view check-in details.

To log in to the web portal:

• Open web.raptor.megabus.com.au
• Enter your GTX salesperson email address in Username
• Enter your Portal Password
  • Same password used to log into the app or trade portal
• Enter the Server Url
  • Help > About in GTX
  • Marlin web Service URL field, or QR code
• Click Login

Configuring Self Check-In

The settings control what customers see and what they must submit when checking in.

To open the settings:

• Click Settings in the menu on the left
• Click Self Check-In

Select All Branches or individual branches using the Applies to drop-down at the top:

• Settings for All branches apply at every branch except the branches that set their own
  • Example: one store can require the street address while the other stores do not
• Apply to all branches applies the current settings to every branch

Each field can be set to Hidden, Read-only, Optional or Required:

• Click Revert to default next to a field to restore its default setting

Format on Mobile, Email and Postcode checks the entry looks like a valid mobile number, email address or postcode; it does not check the mobile number or email address exists.

Address search on Street address shows a drop-down of matching addresses as the customer types.

Adding Questions

Settings > Self Check-In

The Check-in questions section adds extra questions to the check-in page.

To add a question:

• Enter the question in New question
• Select the answer type using the Answer drop-down
  • Can be answered with Yes / No or with Free Text
• Click Add
• Click Save

Click Apply to all branches under a question to apply it to every branch.

Check-In Instructions

Settings > Self Check-In

The Check-In Instructions section below controls the instructions customers see when clicking the How to Check-In & After-Hours Access link.

The Link text is the text of that link and the title of the pop-up.

Single text blocks are shown as notes when clicking the link.

Click Write your own instructions to replace the defaults with your own blocks.

Editing Check-In Messages

The Check-in message section controls the email and SMS sent to the customer by the check-in link.

Use the placeholders listed at the top of the page to insert booking and store details:

• The available placeholders are {link}, {name}, {rego}, {datetime}, {store}, {phone} and {email}
• Click placeholders to copy them

Leave boxes blank to use the standard wording.

After Check-In Options

The After Check-In section contains the Keep Showing the Booking Summary Once the Customer has Checked-In check box.

• Ticked: Shows the booking details on the summary page
• Unticked: Shows only that the customer has checked in

Validation Services

The Validation services section lists the extra checks available.

Address search is currently the only service.

• Mobile and email validation may be added later.

Check-In Themes

Theme Management controls the branding in the check-in emails.

Themes are usually set once during onboarding and rarely changed.

However, users with access can edit the theme if it is enabled for them.

To open Theme Management:

• Click Settings on the left of the web portal
• Click Theme Management

The following settings are available:

• Branding Scope: Sets the branding for all branches that do not have custom branding
• Primary Colour: Used for buttons, headers, navigation and links
• Secondary Colour: Used for secondary actions and muted elements
• Success Colour: Used for success states, confirmations and positive actions
• Info Colour: Used for informational messages, tooltips and hints
• Warning Colour: Used for warning states and caution notices
• Danger Colour: Used for error states, delete actions and destructive operations
• Brand Background: Used for feature panels and card headers
  • Clear to leave un-set
• Brand Accent: Used for highlight badges and the header underline
  • Clear to leave un-set
• Logo (Light Mode): Sets the logo for light mode
• Logo (Dark Mode): Sets the logo for dark mode

Click Save Branding to keep the changes.