Valet Basics

How to use Chexology in a valet setting.

Before you begin

At the start of your shift, you need to log in to Chexology.

If your location uses the Chexology Dispatch feature, you will also need to set your availability.

Click or tap on each section below to learn how to do each task.

The Chexology app, logging in, and logging out

  • Make sure you have downloaded the Chexology app to the device you will be using.

Logging In

  • To log in, enter your username and password, then tap Log In.

Logging Out

  1. At the end of your shift, tap Settings (gear icon).

     
  2. Tap Log Out.
 
 

How to set your availability

Note: This section only applies to locations that use the Chexology Dispatch feature.

  1. Set your availability by tapping Settings (user icon) on the top left of the home screen. The red dot indicates that you are Away and not available to be assigned Actions (Tasks/Tickets).
     
     
  2. Turn on Available.

     
  3.  The green dot shows that you are Available and can be assigned Actions (Tasks/Tickets).

Logging Out

  1. At the end of your shift, tap Log Out.
  2. The app will ask if you are still Available for work. Select Available or Away depending on your status.
 
 

Checking a vehicle in

Step 1: Greet the guest

Greet the guest before taking out your Chexology device.

Step 2: Start an exchange

  1. Tap Start Exchange on the home screen.
  2. Add the guest's information to the Exchange screen.
    1. If the guest does not want to share their phone number, tap opt-out to enter a 4-digit PIN instead.
       
  3. If your location uses a reservation integration and you see a match appear in the blue button at the top of the screen, tap it to fill out the rest of the guest's information automatically.
  4. If your location checks luggage and other items, tag them as explained in the Bell desk basics help guide.
  5. Send the guest to the next step in their arrival journey.

Step 3: Tag the vehicle

  1. Clip a fresh valet tag to the guest's keys.
  2. Tap Add Items.

     
  3. A Ready to Scan alert will pop up.
  4. Tap a valet tag to the top of the phone.
  5. Take the main photo of the vehicle and make sure you clearly see the following:
    1. License plate
    2. Make
    3. Model

Step 4: Add photos before moving the vehicle

Important: Make sure to take these steps before moving the vehicle or driving it to the parking area.

  1. Take four walk-around photos from each side of the vehicle, front, and back.
  2. If the vehicle has any damage:
    1. Tap the Damage Location on the drawing.
    2. A red X will appear in that spot.
    3. Take a close-up photo of the damage.
    4. Do this for every part of the vehicle that is damaged.

Pro Tip: Some locations add a photo of the key fob with the valet tag.

  1. Take the final photo, then tap Done.
  2. If you are ready to park the vehicle, tap Store and skip to Step 5.4.
  3. If you are not ready to park the vehicle, tap Complete. A Store Action (to park the vehicle later) will be created in the Action List.
  4. After tapping Complete, you will see a confirmation that the check-in was successful.

Step 5: Park and store the vehicle

  1. Drive the vehicle to its designated location.
  2. Tap the Action List on the top-right of the home screen.

     
  3. Tap Store for the vehicle you are parking.

     
  4. Point the camera at the QR code for the parking spot and tap Scan. An alert will let you know that the storage was successful. If your location does not use QR codes for storage, see the NFC Tap to Store section below.

     
  5. Make sure the valet tag is securely attached to the guest's keys when storing them.

Pro Tip: You can also enter the Storage Location manually or use NFC Tap to Store where available (see below).

Storing a vehicle using NFC Tap to Store (click for more info)

  1. In the NFC tab, tap the Scan button at the bottom of the screen.
  2. When you see the Ready to Scan alert, tap the top of the phone to the NFC storage location, sticker, or tag.
  3. An alert will let you know that the storage was successful.
 
 

Storing a vehicle manually (click for more info)

  1. In the Storage Location box, type the parking location, and tap done to hide the keyboard.
  2. Tap the Done checkmark.
  3. An alert will let you know that the storage was successful.
 
 

Returning a vehicle to a guest

Step 1: Queue the vehicle

  1. Greet the guest.
  2. Tap the search bar.
  3. Enter the last 4 digits of their phone number or PIN.


    Tip: To search by name, tap Other.


    Tip: To search by Tag number, tap Tag.

     
  4. When you see a match, tap Queue.

    For locations without the dispatch feature, this will add the requested vehicle to the Action List.
    For locations using the dispatch feature, there may be additional steps.

Step 2: Get the vehicle

  1. Open the Action List.
  2. Tap Assign.

    The button will change to Unassign which means that someone is getting the vehicle (in this case you).

     
  3. Go and get the vehicle.

Step 3: Return the vehicle

  1. Unclip the tag from the keys and keep it with you.

     
  2. Tap the guest row.

     
  3. Tap Return.

Important: Make sure to Return the vehicle in the app as soon as the guest closes their door and drives away. This helps maintain an accurate vehicle inventory.

Pro Tip: Swipe to Return (Click for more info)

You can return a vehicle swiping right on it in the Action List.

 
 

Using the dispatch feature

If your location has the dispatch feature, please see the Dispatch for team members article which is written for bell desk teams but works the same way for valet.



Still need help?

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