We’re excited to introduce Customer Self Check-In, a new feature designed to make the start of every agreement faster, easier, and more accurate—for both your team and your customers.
What Is Customer Self Check-In?
Customer Self Check-In allows advisors to send a secure link via email or SMS, prompting the customer to fill out their own personal and vehicle-related information before arriving on site. The form includes personal details, driver’s license, and insurance information.
Why It Matters
Time at the counter can be rushed, and data entry errors can cause issues down the line. With Customer Self Check-In, your team gets accurate, customer-provided information ahead of time—no clipboard, no waiting, no double entry.
This means:
Fewer delays at handoff
Better data accuracy in agreements
Happier customers who feel prepared and in control
How It Works
From the agreement or planner view, your advisor can generate a check-in request and send it directly to the customer via SMS or email.
They can then select the request method and simply click Send Now.
The customer will receive their link and allowing them to complete the form securely from their device. Once submitted, the data is automatically updated in the agreement.
Early Access: Now Available
Customer Self Check-In is available as part of our Early Access Program. If you’d like to activate it for your account, just contact our team and we’ll get you set up right away.
Ready to modernize your check-in process?
Fleetlane’s Customer Self Check-In is a simple yet powerful tool to speed up your workflow, reduce friction, and create a more professional first impression. Try it today and experience the difference.