How To: Configure Boarding Pass - Guest Information Form – Lynx

How To: Configure Boarding Pass - Guest Information Form

This guide provides an overview of how to design, customize, and deploy a professional Guest form that ensures compliance and streamlines the guest arrival experience.

When to Use This Guide
Benefits of Using This Guide
Form builder layout
Enabling or Disabling the Guest Information Form
Visual & UI Customization Options
Widget Categories & Elements
Editing & Deleting Fields:
Key Features
Related Articles

When to use this guide

Initial Setup: Use this guide to design and control what information guests must provide before check-in (ID, vehicle details, etc.).
Feature Activation: Use this guide to enable or disable the guest data collection requirement within your portal.
Form Construction: Use this when you need to understand the Toolbox categories and how to add/structure elements.
Compliance Management: Refer to this when you need to capture audit records, signatures, or mandatory guest data before sharing sensitive details like door codes.
Property Branding: Use this to customize titles, descriptions, and UI elements (colors/fonts) to match your property’s tone.
Field Management: Refer to this when you need to modify existing labels, delete outdated fields, or change field requirements.
Disabling/Maintenance: Follow these steps to disable the form via Guest Portal settings if you no longer wish it to be accessible to guests.
Visual Styling: Use this to align the form's appearance with your property's branding.

Benefits of using this guide

Centralized Information: Consolidate guest details, identity, vehicle plates, and purpose of stay into a single system-linked record.
Enhanced Guest Experience: Provides a modern, mobile-responsive "Pre Check-In Journey" that allows guests to upload IDs via their device camera.
Reduced Inquiries & Efficiency: Proactively collects structured data (guest counts, children, pets), reducing manual communication during check-in.
Increased Security: Automatically restricts access to stay information (like access codes) until all mandatory fields are submitted.
Compliance: Guarantees that every guest provides a non-removable signature for audit purposes.

Form builder layout:

Enabling or Disabling the Guest Information Form

Visual & UI Customization Options

Editing & Deleting Fields:

Key Features

Use this section to talk about the key features, examples below:

Three-Panel Layout: Seamlessly navigate between the Toolbox (elements), Canvas (working area), and Live Preview (real-time mobile view).
System-Linked Smart Fields: Add fields like License Plates (up to 6 vehicles), Number of Pets, or Check-in Time that map directly to stay records.
Fixed Mandatory Signature: Every form automatically includes a signature field at the bottom that cannot be removed or moved, ensuring compliance.
Flexible UI Customization: Full control over font size, background colors, and Submit Button text (e.g., "Save & Proceed").
Image Upload Capability: Allows guests to capture or upload Government IDs, Passports, or Driver's Licenses directly from their device.
Live Mobile Preview: Supports property selection to see exactly how the form renders for guests on mobile devices.
Smart Data Mapping: Fields like "Number of Adults" or "License Plates" update the system records automatically, ensuring reporting consistency.

Learn/ Read How To: Configure Boarding Pass for Pre-Check-In Verification here.

Steps	Actions
Step 1: Enable Form	Navigate to Group tabs on the Lynx portal and expand the Guest portal White label under the groups. Access Guest Portal settings and toggle the Guest Information Form to "On."
Step 2: Define Header	Click on the Edit icon for Title and Description to Customize and replace it with anything of your own choice .
Step 3: Build on Canvas	Drag elements from the Toolbox (left) onto the Canvas (center).
Step 4: Configure Fields	Click the edit icon to change labels or toggle the Required (On/Off) status.
Step 3: Review & Save	Check the Live Preview (right) for mobile accuracy and save the configuration.

Steps	Actions
Step 1: Locate Settings	Go to the Guest Portal Settings menu.
Step 2: Toggle Visibility	Switch the Guest Information Form On to make it accessible or Off to hide it.
Step 3:Impact Check	If disabled, the form will not be visible or accessible to guests in the portal.

Steps	Actions
Step 1: Header Title	Click on the Edit icom for Title to add a title of your own choice.
Step 2: Description	Click on the edit icon for Description to add instructions or steps to complete the form.
Step 3: Typography	After you click on the edit icon for Description you can use the text editor to customize the Font Size, Font style, Text color, background color and various other options to customize the Description text.
Step 4: Manage Form Settings	Click on the Edit icon for Manage form Settings to Modify the Followings : Question title font size: Button Text Button text color Font style Form background color.
Step 5: Colors	Click on the expand arrow for button text color, Button Color and Form background color to do the customization for these options. You can select the color from the Ui or you can add the hex code for the color to match it with our company design and layout.

Steps	Actions
Step 1: Reorder	Select an element on the Canvas and drag it up or down.
Step 2: Edit Label	Click the Edit Icon next to the element name.
Step 3: Set Required	Toggle the Required (On/Off) switch in the edit menu.
Step 4: Delete Field	Click the Delete Icon next to the element.