Getting started guide
1. Why Chexology
Chexology is a tool designed to make your job easier. You’ll experience smoother lines, reduced customer complaints, and a digital record that lets you efficiently find items at a glance.
If you have questions regarding our software at any point, please contact us! We will happily walk you through the process or jump on a call to answer any of your questions. We appreciate you, and we want your onboarding experience to be a smooth one.
2. Required hardware
(iPad or iPad mini and cables)
Item tags and bands
Tag reader dock may be included (optional)
3. Hardware accessories
PivotTable adhesive foam discs
(Single-sided and double-sided)
4. Prep accessories
We designed hanger tags to help you see all your claim numbers from a distance.
Insert the arrow band into the tag opening, arrow side out. Pull the circle end of the band halfway through the hole.
Hold the tag against the neck of the hanger and pull the arrow through the band circle.
Make sure the coat tag is facing towards you with the tag number right side up as shown in the image.
Pro-Tip: Stretch out the arrow bands to loosen them!
Settings - Gear icon at the top left to access application settings.
Search - Search field that allows for searching of customer profiles based on phone number, pin number, tag number, name, or other optional fields.
Item shelf - Summary of items scanned and customer details.
Assign button - Tappable button for staff to use when assigning items for retrieval.
Action list - A log that allows you to view all the items waiting for an action to be taken. From this screen, you can assign/un-assign yourself tasks.
6. Prep tag reader
Open the app and log in with your account credentials. Follow the prompts to enable camera permissions for capturing customer and item photos if it’s the first time you’ve opened the app.
How to connect your tag reader to your iPad via bluetooth
1. Power on the tag reader. An indicator light will appear.
2. Tap the gear icon to open the app settings.
3. Tap on the Accessories menu.
4. Toggle on "Use Bluetooth Reader.”
5. Tap on the serial number that matches the last four digits on the tag reader’s label.
If the reader is not connected properly an orange bar will appear at top of the screen. Power it off and retry the above steps.
Pro-Tip: If you have multiple kiosks and tag readers, power each reader on one at a time. This will allow you to easily connect each reader to a kiosk.
7. Positioning the kiosk
Position the kiosk as indicated in the illustration. With this ideal location, you’ll experience better customer photos, more accessible access to the tag reader, and superior visibility of the device while assisting customers.
Pro-tip: For permanent placement of your kiosk, use the double-sided PivotTable. For temporary placement, use the single-sided PivotTable which will work as a suction cup.
8. Open exchange flow
Collect: Collect the customer’s items. Position the item behind the iPad's back camera while hovering a tag over the reader which prompts the camera to take a photo of the item.
Pro-tip: You can continue to tag items while the customer is entering their phone number.
Prompt: Ask the customer to enter their mobile number by saying, "Your phone number is your claim ticket.”
Pro-tip: A four-digit pin can be substituted for a phone number.
Swipe: Verify that all items scanned appear on the item shelf. To complete, swipe above the item shelf. Once complete, hang checked items on the rack.
Pro-tip: When you see the "Thank You" screen appear, this confirms that all items have been checked. A confirmation text message will be sent to the customer (if this feature is enabled).
9. Close exchange flow
Search: Flip the iPad or tap the "Search" field to bring up the search screen. Find the customer profile by typing in the last 4 digits of their phone number or the tag number.
Retrieve and return: Retrieve and visually verify you are returning the correct items to the correct customer.
Swipe: Swipe right on the item details row to return and close out the guest transaction.
Pro-Tip: To avoid duplicates during the next shift, it is very important to swipe to return.
10. Installing The Chexology App
Go to the app store.
Search for Chexology
Tap "Get" to start your download