--- title: "Using Self Check-In" slug: "self-check-in" description: "Learn about Self Check-In in Marlin GTX trusted automotive and mechanical workshop software." updated: 2026-10-29T00:19:50Z published: 2026-10-29T00:19:50Z canonical: "help.megabus.com.au/self-check-in" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Using Self Check-In **Marlin GTX** enables customers to check in to their bookings online. Stores send [check-in reminders](/gtx/docs/self-check-in#sending-check-in-reminders) by email or SMS with a link to the self check-in page. Customers use the link to review and update their [booking details](/gtx/docs/self-check-in#booking-details), answer the store's [check-in questions](/gtx/docs/self-check-in#check-in-questions) and [sign](/gtx/docs/self-check-in#checking-in) the privacy policy. Customers then [check in](/gtx/docs/self-check-in#checking-in) when they drop off their vehicle. [Check-in updates](/gtx/docs/self-check-in#check-in-updates), including notes, answers and [signatures](/gtx/docs/self-check-in#customer-signatures), are saved to the booking in GTX. Stores can also **view** and **send** in using the [Marlin web portal](/gtx/docs/self-check-in#web-portal). To enable self-check in in your GTX system, **Marlin GTX**. Once enabled, see the [Self Check-In Set Up](/gtx/docs/self-check-in-set-up) help guide for further configuration options. ## Sending Check-In Reminders Check-in reminders can be sent manually for a single booking, when running the end of day or using **Bulk Messages**. A check-in reminder contains the link to the customer's self check-in page. Reminders can be sent to the customer's **mobile** or **email**, as configured in the Marlin web portal. > link? ### End of Day Reminders #### Periodic > End of Period Check-in reminders for the **next day's bookings** are sent when running the [End of Day close-off](/gtx/docs/end-of-day-2). **To send check-in reminders at end of day:** - Make sure **Send Messages** is ticked - Click **Start** to send **To check messages before sending:** - Click the **Message List** button to the right - Click on the **Booking Reminder Messages** tab at the bottom-right - Use **checkboxes** to select which messages to send or exclude - [Individual messages](/gtx/docs/self-check-in#individual-reminders) that have already been sent will be **excluded by default** - Customers with **multiple messages** are highlighted in bold - The **Status** column shows the current reminder status of each booking The messages are sent as the **first step** of the end of day process. A **Done** window shows when all messages have been sent. ### Individual Reminders **Individual check-in reminders** can be sent from the Business Planner. **Use this option for customers who:** - Are booked on the **same day** you are sending out the reminder - Or who **missed the automated** reminder from the previous End of Day **To send an individual check-in reminder:** - Right-click the booking in the **Business Planner** - Click **Send or Schedule a Check-In Reminder** In the **Booking Confirmation Reminder** pop-up that opens: - Check the **Contact**, **Vehicle**, **Mobile** and **Email** details are correct - Make sure **Send a check-in reminder** is ticked - Click **OK** ### Bulk Reminders Use this option to send **multiple check-in reminders** without running the End of Day close-off. This suits stores that send reminders **first thing in the morning** of the booking. **To send bulk check-in reminders:** - Click **Bulk Messages** at the bottom-right of the Business Planner Task list **In the Bulk messages pop-up that opens:** - Click on the **Booking Reminder Messages** tab - Set the **date range** at the top, if required - Use the **checkboxes** to select which customers to send reminders to - The **Status** column shows if a reminder has been sent or the customer has checked in - Click **Select All** (bottom-left) to tick every customer - Click **Select None** (bottom-left) to clear every tick - Click **Send** (bottom-right) ### Checking Reminder Statuses The **Booking Confirmation and reminder** pop-up shows the current status of a booking. **To check the status of a check-in reminder:** - **Right-click** the booking in the Business Planner - Click **Send or schedule a check-in reminder** - The status is shown below the **Send a booking reminder** checkbox, with the date and time when the customer has checked in ## Customer Check-Ins To check in, customers **click the link** in their reminder to open the self check-in page. **To check in:** - Check **Your Details** are correct - **Update anything** that needs changing - Enter any extra information in **Customer notes** - Answer the **required questions** - Confirm your **marketing preferences** - Sign the **privacy policy** - Click **Check in** Customers can save their details without checking in, by clicking on the **Save My Changes for Later** button at the bottom of the page. ### Booking Details The **Your Booking** section at the top of the check-in page shows the store and booking details from GTX, which cannot be edited. Customers can use the **Your Details** section below to edit the customer's details and add any extra notes to their booking. Changes to customer details and notes entered in **Customer notes** are updated in GTX once saved (even before checking in). ### Check-In Questions The **A few questions** section below shows the store's check-in questions. These questions are **completely customisable** and can be answered with Yes or No or with free text. > link Customers can also use the **Staying in touch** section below to update their communication preferences. Answers to these questions and marketing questions are **updated in GTX** once saved (even before checking in). ### Checking In Check in is unavailable until the customer has **signed the privacy policy** at the bottom of the check-in page. **To sign:** - Click the **Privacy Policy** link to read the policy - Draw the signature in the **Customer Signature** box - Click **Check in** Note Customers can also click **How to check in & after-hours access** above the Check-In button to view the store's check-in instructions. The name and content of this link is [editable](/gtx/docs/self-check-in-setup#check-in-instructions). **After-hours** check-in instructions can be set by each store, if required. After clicking **Check in**, customers see a summary page with the check-in date and time: - The store can choose whether the booking details show on the summary page - Customers cannot return to the check-in page after checking in ## Check-In Updates Customer updates appear in the GTX booking after saving or check-in. **To review updates:** - **Refresh** the Business Planner - **Open** the booking - Changes to **customer details** are saved to the booking - The customer's notes and answers are added to the booking **Notes** section at the bottom-right, below any existing notes - If the customer has checked in, the **Status** changes to **Vehicle received** ### Customer Signatures **Customer signatures** are added to work orders as [attachments](/gtx/docs/attachments): - A green **A** in the Attachments column of the Business Planner shows a signature is attached (if no other attachments already existed) **To view the signature:** - **Open** the booking - Click on the **Work Order** button at the bottom of the booking pop-up - Click on the **Attachments** button at the top of the Work Order window - Open the attachment with the **Type** **CUSTSIG** To change whether the signature prints on the order invoice, please [contact the Megabus Support Team](https://www.megabus.com.au/support). ## Web Portal Log in to the web portal to view check-ins and send links. See [Accessing the Web Portal](/gtx/docs/self-check-in-setup#accessing-the-web-portal) for the login steps. ### Viewing Self Check-Ins The **Self Check-Ins** page shows the reminders that have been sent and the check-in status of each booking. **To access the page:** - Select **Appointments** in the menu on the left - Select **Self Check-Ins** The **Activity** list shows the **Customer**, **Vehicle**, **Booking** and **Status** of each booking: - **Link sent** shows a check-in link has been sent - **Dropped off/Checked-in** shows the customer has checked in Select bookings to view their **details** in the panel on the right ### Sending Check-In Links **Check-in links** can also be sent directly from the web portal. **To send check-in links:** - Click the **Send Check-In Links** button at the top right of the Self check-ins page - Select the **Booking Date** - Select **Send By** method - **Tick** the customers to send links to - Click **Send Links** - Or click **Close** to close the window without sending