Choosing what customers fill out on a shared device (Customer View)

Customer View lets you select which checkout steps a customer fills out themselves on a shared tablet for a specific booking — their contact details, photo ID, waiver, equipment choice, or payment. This is useful at check-in when you want to hand the tablet to the customer and let them complete a few steps without seeing the rest of your admin dashboard.

Where to find it

Settings → Customer View.

This page shows the default steps that appear when you hand a device to a customer. You can still override these defaults for one specific booking from that booking's own page.

How it works

When you open a booking, scroll to the Customer View section:

1. Toggle the steps on or off — choose whether the customer should fill out their contact details, photo ID, waiver, equipment choice, and/or payment themselves. 2. Copy the link — share the link with the customer so they can complete those steps on their device.

For each step you turn on, the customer sees only that step on their screen; they do not see your admin dashboard or bookings for other customers.

Example

A jet ski rental shop could hand a customer a tablet at check-in with only "Sign the waiver" and "Pay" turned on. The customer signs and pays, then hands the tablet back — they never see other customer bookings or any admin controls.

Device security

To lock a device so the customer cannot access anything else on that tablet, even after finishing checkout, use the Kiosk feature. See What the kiosk is: Staffed or Autonomous for the overview, and Setting or changing your kiosk password (staff PIN) to secure the device with a staff PIN.