What you'll learn
This guide explains how Customer Check-In works in OneLead, how customers can submit their own details, and how consultants can capture their information quickly and accurately on arrival.
What is Customer Check-In?
Customer Check-In is a fast way to capture a visitor’s details the moment they arrive at your dealership or when they attend an event or respond to a marketing promotion.
The Check-In form can be:
- Completed directly by the customer
- Accessed via QR code
- Opened from a link in marketing emails or event pages
- Submitted on behalf of the customer by a consultant
Once the form is submitted, OneLead creates a clean customer record and issues the customer their own digital business card, which supports fast communication and follow-up.
1. How Customers Check In
✔️ The Customer Check-In Form
When a customer arrives, they scan a QR code or open a link provided by your team or marketing campaign.
This loads the Check-In Form, which collects:
- Full Name
- Contact Number
- How did you hear about us?
- Purchase Interest (e.g. Buying, Trade-In, Finance)
This ensures the dealership captures accurate information directly from the customer.
2. What Happens After Submission
Once the customer completes the Check-In:
✔️ A new customer record is created (if one does not already exist)
OneLead automatically builds a clean, structured record using the details from the form.
✔️ The customer receives their own digital business card
A digital card is immediately generated and shown to the customer.
The card includes:
- Their name
- QR code for quick scanning
- Auto-generated customer profile link
✔️ Consultants can scan the digital card
A consultant scans the QR code using their OneLead mobile app or camera, allowing them to:
- Instantly open the customer record
- Log activities
- Start communication
- Track the visit
3. Two Ways to Add a Customer in OneLead
There are now two supported methods for adding new customers:
Method 1: Customer Check-In Form (Recommended)
Best for:
- Walk-ins
- Events
- QR marketing campaigns
- High-traffic showrooms
Benefits:
- Customer enters their own details → fewer data errors
- Immediately provides a digital business card
- Automatically builds a customer record in OneLead
Method 2: Added by a Consultant (Web or Mobile)
Consultants can manually add a customer when:
- Assisting over the phone
- Pre-loading a lead before arrival
- Capturing details during off-site interactions
- Customer prefers not to complete the form themselves
Refer to Creating a Customer Record for the full step-by-step guide.
4. Checking In an Existing Customer
If a customer already exists in OneLead:
- Search for the customer
- Open their record
- Add a check-in note or log the visit in Activities
- Update Lead Details if anything has changed
This prevents duplicate records while keeping the visit history complete.
5. Best Practices for Customer Check-In
- ✔️ Encourage customers to self-check using the QR code
- ✔️ Use the digital card to instantly identify and communicate with customers
- ✔️ Review auto-created customer records for any missing details
- ✔️ For returning customers, always update notes and activities
- ✔️ Use Check-In during events to speed up lead capture
Pro Tip: Always ask customers to complete Check-In themselves. It ensures accurate details, speeds up the process, and automatically generates a digital card you can scan for easy follow-up.