Lockii
Lockii
Docs
  • Docs
  • Changelog
  • Feature requests
  • Support portal
    • Team Members & Permissions
    • Managing Locations
    • Configuring Pricing
    • Using the Schedule & Availability View
    • Customizing Pickup & Return Flows
    • Managing Customers
    • Managing Your Inbox & Alerts
    • Company Settings Overview
    • Stock Units & Instant Book Links
    • Creating & Managing Bookings
    • Reporting & Analytics
    • Lockii Mobile App
    • Using the Dashboard
    • Using the Bookings List
    • Global Search
    • Automated Customer Communications
    • Maintenance Management
    • Products & Inventory
    • Customizing Customer-Facing Language
    • Team Comments & Mentions
    • Comments on Bookings & Customers
    • Managing Booking Change Requests
    • Handover Proof Documents
    • Managing Locations
    • Revenue Recovery for Failed Card Charges
    • Inbox Notifications and Alerts
    • Configuring Pickup and Return Questions
    • Managing Product Photos

Configuring Pickup and Return Questions

Pickup and return questions let you collect safety acknowledgements and condition photos from customers automatically during self-service pickup and return. Configure company-wide steps in Settings, then add product-specific steps where one item type needs extra checks.

Customers complete every step on their phone. Lockii stores answers and photos on the booking and includes them in handover proof documents.

In the app: Settings → Booking Flow for global steps, or open any product for product-specific steps


How steps work at pickup and return

Lockii separates steps by phase:

Phase

When customers see these steps

Pickup

During the pickup flow, before the lock code is revealed

Return

During the return flow, after smart lock confirmation (when applicable) and before the booking closes

Each phase supports two step types:

Type

What the customer does

Question

Answers yes/no to a short prompt (up to 75 characters)

Photo

Takes a guided camera photo with a short label (up to 25 characters)

On a booking with multiple products, Lockii combines your global steps with any product-specific steps linked to the booked products. Global steps always come first. Product-specific steps follow.


Quick guide: company-wide steps

  1. Go to Settings → Booking Flow.

  2. If pickup forms are disabled, enable them when prompted.

  3. Add steps in the section you need:

    • Pickup questions and Pickup photos for the pickup flow

    • Return questions and Return photos for the return flow

  4. Click the + button to add a step, then edit the prompt and description.

  5. Drag rows to reorder steps within each section.

  6. For photo steps, choose whether customers can upload from their gallery or must use the live camera.


Quick guide: product-specific steps

Use product steps when only certain items need extra checks (for example e-bikes that need a battery photo, or trailers that need a hitch inspection).

  1. Open a product from Products.

  2. In the sidebar, find the Questions field.

  3. Click Add Question.

  4. Pick an existing step from your library, or choose Create new step.

  5. Set the phase (Pickup or Return) and type (Question or Photo).

  6. Save. The step is linked to this product only.

To remove a product-specific step from one product without deleting it everywhere, open the step editor and remove it from that product.


Limits and best practices

  • You can add up to 12 photo steps per phase (pickup or return).

  • Lockii warns you after 4 photo steps in a phase. More photos mean fewer customers finish the flow.

  • Keep question prompts short and plain. Two or three pickup questions and one or two return questions is enough for most fleets.

  • Use product-specific steps for specialist items instead of adding extra global steps every customer must complete.


What customers experience

Pickup: customers open their pickup link, read location instructions, answer pickup questions, take pickup photos, then receive their lock code.

Return: customers open their return link. If the booking uses smart locks that require return confirmation, Lockii confirms locks first. Return questions and photos only appear after every required lock is confirmed. Customers then answer return questions, take return photos, and tap Complete Return.

For Bikeep bike docks, customers see a guided harness return screen before return questions appear. See Customer Returns for the full return flow.

See Customer Pickup & Lock Codes and Customer Returns for the customer-facing flows.


Mobile app

Product-specific questions are configured in the web app only. On mobile, review pickup and return answers and photos from a booking's Forms screen.


Tips

  • Start with one pickup photo and one return photo. Add questions only when you need a formal acknowledgement.

  • Reuse library questions across products when the same check applies to multiple product types.

  • Download the Handover Proof Document after a dispute to get quiz answers and photos in one PDF.

  • Pair return questions with the Positive experience communication rule so Lockii only asks for Google reviews when the customer had a smooth return.

PrevInbox Notifications and Alerts
NextManaging Product Photos
Was this helpful?