Who is this help guide for?
This help guide is for all team members who use the Chexology app on iPhone.
What's new
Starting with Chexology 1.2.39, we are releasing major improvements to Search and Navigation (as an opt-in beta test).
The biggest changes you will notice are:
1. The home screen becomes the Guests list — with live search
Instead of a mostly blank screen, the full guest list is shown immediately. If a guest has a reservation, tap the search bar and start typing to narrow down your results and find them. If they do not have a reservation, tap the “+” button to start a new exchange.
2. Common buttons are moved to bottom of screen
The buttons for the main screens (Guests, Items, Start Exchange, Actions, and Settings) now exist at the bottom of the screen, making it faster and easier to handle guest items.
3. Start a new exchange from any main screen
The “+” button (previously Start Exchange) allows you to quickly start a new exchange from any of the main screens.
4. Say goodbye to Reconcile and hello to Bulk Edit
In this update, we have replaced the Reconcile feature with the new Bulk Edit feature. Bulk Edit allows users with appropriate permissions to easily modify many items at once in the Guests or Items lists.
The new Guests list
The Guests list is now the first thing you see when you open the app.
Guest Filters
Filters are accessible at the top right of the Guests, Items, and Actions screens.
Improved filters make live search even more powerful — quickly narrowing down your search results and helping you find exactly the guest you need.
For example, you can now easily filter for VIP arrivals.
Filter by Departure status to see if there are any items you need to prepare so that guests have flawless departures.
The new Items list
Filtering Items
The Items list also includes powerful sorting and filtering options such as Storage Location, Tag Number, Item Type, and Tag Color.
This means that you can set a device to only show specific item types, tag colors, and storage locations.
For example, if you check bags on one side of the hotel and store golf clubs in another, you can filter the results to only show what you need, instead of viewing every item in the system.
You can also filter and sort by Tag Color or Storage Location.
Items filters screenshot (click or tap to view)
Note: Your filter set may be different.
The new Actions list
The Actions list button is now at the bottom, right-of-center of the screen. It looks like a lightning bolt with a red number badge that shows the number of outstanding actions.
Filtering Actions
Sorting and filtering options are available for Actions.
For example, you can set the filters to only show actions for items with orange tags.
Actions filters screenshot (click or tap to view)
Note: Your filter set may be different.
Filtering Actions with dispatch
If your location uses Chexology Dispatch, there are additional options you can use to filter actions. For example, you can filter by item type to show Luggage actions on bell team devices and Vehicle actions for the Valet team, while leads or supervisors can set their devices to see every exchange at their location.
You can also set some devices to only show actions for VIPs.
Adding notes in the Action Details
You can now add notes directly in the Action Details of any action by tapping Add Note.
Bulk Edit
Need to move an entire group's luggage at once? Here is an example of how to use Bulk Edit to change the storage location for multiple items.
- Tap Bulk Edit.
- Select all the items you need.
- Tap Modify.
- Tap Edit Storage.
- Tap Yes on the Confirm Action popup.
- Scan the new storage location.
Note: The Bulk Edit feature setting will only be available to certain users. If you need access to Bulk Edit but do not have it, please contact your client success manager.
Enabling the new Search and Navigation feature (beta)
To enable the new Search and Navigation feature, go to Chexology Settings > General > New Navigation (beta).
You can switch back to the classic search and navigation whenever you want during the beta period. These changes will become permanent when we officially launch the final version later this year.
Beta disclaimer
The New Navigation (beta) feature is currently in active testing.
We highly encourage you to try out this early-access update! As you explore the new layout, please keep the following in mind:
- It is safe: Your data and core app functions are just as secure here as they are in the standard app.
- It is a work in progress: Because it is a beta, you may occasionally encounter minor visual glitches or workflow hiccups.
- You are in control: You can switch back to the classic search and navigation at any time via your settings.
Let us know what you think
Notice a bug or have an idea on how we can make the app even better? Go to Chexology Settings > Help > Send Feedback to let us know!
Using the Send Feedback option in the app is the best way to share issues you may encounter because it includes diagnostic information from the device that helps our engineers isolate and fix the issue more quickly.
If you have more general questions that are not covered in this help guide, or if you want to make changes to your feature set, shoot us an email at help@chexology.com.
