Using LobbyCentral

Basic Articles on getting started using LobbyCentral

How does a customer check-in to LobbyCentral?
Your customers may check-in through the use of a kiosk. The kiosk may be setup on a computer, or on an iPad or tablet. Checking In without an Appointmen...
Mon, Apr 10, 2017 at 10:57 AM
How do I check-in a walk-in customer?
On the Check-In Management screen, click the Check-In button. Enter the customer’s name (full or partial), phone number, or account ID. Click Continue...
Mon, Apr 10, 2017 at 11:25 AM
How do I check-in a customer with an appointment?
Click the Appointments tab on the Check-In Management screen.  Locate the appointment, and click Check-In.  Once you've completed these steps...
Mon, Apr 10, 2017 at 11:28 AM
How do I check-out a customer?
Select the customer's name from the wait list to open the request. Enter closing comments in Request Details (optional). Click Check-out to close...
Mon, Apr 10, 2017 at 10:57 AM
How do I create an appointment?
Click the Appointments tab on the Check-In Management screen.  Select New Appointment. Enter the Customer name or click Continue, without entering a n...
Wed, Apr 5, 2017 at 2:13 PM
How do I change, or cancel, a scheduled appointment?
Go to Search > Appointments in the main menu. Select the date range and/or customer name, and click Search. Locate the customer from the list, and ...
Wed, Apr 5, 2017 at 2:50 PM
How do I edit a pending service request?
In pending service requests, click the Edit Service Request icon, to the right of the customer's elapsed wait time. Make desired changes. Click S...
Mon, Apr 10, 2017 at 11:11 AM
How do I view the detail of a pending request?
A user may view a check-in request without removing it from the wait queue.  Click the View Request icon to the right of the customer's elapsed wai...
Mon, Apr 10, 2017 at 11:16 AM
How do I edit a closed service request?
In the menu, go to Search > Request History. Enter the available information, and click Search.  Locate the request to edit, and click Detail. Cl...
Mon, Apr 10, 2017 at 11:33 AM
How do I merge customer records?
Select Tools > Merge Customer Records from the menu bar. Enter the Name (or partial name), Phone number, Account ID, or Customer Number of the Primar...
Mon, Apr 10, 2017 at 1:08 PM