How to tag items

Chexology Version 1.2.4 and newer

The  tagging experience is designed to make it easier than ever to add customers, tag items, take photos, and store items using the Chexology app.

Watch the video or follow the instructions below to learn how to tag items.


Video: New Tagging Experience


Start an Exchange

To begin tagging items, tap Start Exchange on the home screen.

An Exchange happens whenever a Chexology tag is used to associate items (such as luggage) with customers.

In order to complete an Exchange, you must have a customer associated with at least one tagged item.


Enter customer Information

As you begin adding information, if there is a matching reservation, you can tap the Add button (light blue) to auto-fill the rest of the fields.

Your screen may look slightly different, depending on how your location is set up.


Add an existing customer using Search 

You can also start an exchange by adding an existing customer with the Search function at the top of the home screen. 

You can search by Phone/Pin, Tag number, and First or Last name (Other).

When you find your customer, tap Add.


Adding a Phone Number

 

Add a phone number to an exchange to send a digital claim ticket to the customer when the exchange is complete.

Using a phone number also adds a layer of security.


Changing the Country Code

Tap the flag icon to choose a different country code. 

On the next exchange, the country code will reset to your usual location.


Using a PIN instead of Phone Number

Some customers may not wish to share their phone number even after explaining that it provides more security and a better experience.

Tap opt out to enter a 4-digit PIN instead.

Encourage the customer to choose a PIN that they will remember easily such as their birth date.


Taking the customer's photo

If enabled at your location, use the Take Photo button to take an identifiable picture of your customer for extra security.


Tagging Items

Tap Add Items to start tagging items.


Ways to add tags

There are three ways to add tags.

  1. Tap - Uses the iPhone's NFC reader to get a tag's number wirelessly.
  2. Scan - Uses a device's built-in camera to capture the tag number.
  3. Manual - Allows you to enter a number yourself.

We recommend using the Tap feature whenever possible.


Tap to tag

To use the Tap function, grab a tag and tap it near NFC reader on your mobile device. on iPhones, it is usually near the top of the device. The mobile device will show a check-mark when a tag has been read successfully.

Then, attach the tag to the item.


Scan to tag

Use the Scan function to capture the tag number using the mobile device's built-in camera.

Please note: We recommend using the Tap feature over the Scan feature.


Adding Item Photos

After a tag is successfully added, take one or more photos of the item being tagged by pressing the black circle camera button.


Tagging Multiple Items

  • If you are tagging more than one item on a single tag, make sure to select the Quantity and take a photo showing all the items.
  • If you need the multi-tagging feature, but it is not enabled at your location, please reach out to help@chexology.com

Adding more items to an exchange

  1. Tap Add Next Item.

 

  1. Tap the new tag, take a photo, enter the item quantity, and tap Done.

Storing Items

  1. Tap the Store button.
  2. Use Tap, Scan, or manually enter the storage location.
  3. Tap Done when finished.

 


Editing Items

To edit a tag you already added, tap on it. 

You can add more photos, change the number of items, or remove the tag from the exchange by tapping on the Trash Can. After you’re done editing a tag, tap Save to return to the Exchange screen. 


Completing an Exchange

After you have tagged all the items and entered all the guest information needed, tap Complete to finish the exchange.

 

 




Still need help?

Send us an email at help@chexology.com if you need additional support.