Check-In Requests (cloud)
Check-In Methods: Customers can check-in via self-serve kiosk, mobile phone, or an employee using the LobbyCentral portal.
Queue Types: Lobby, Work, and Callback queues. Displayed in their respective tabs on the Check-in Management screen.
- Lobby Queue: For walk-in customers. Tracks wait and service time.
- Work Queue: For non-present customers (e.g., email/phone assistance). Only tracks service time.
- Callback Queue: For customers requesting a call. Managed online.
Visit Reason: Short description of service provided, assigned to a queue. "View Service Details" link shows additional info if available.
Service Notes: Employees add necessary visit info.
Custom Fields: Admin-created fields to capture additional customer info. Required fields must be filled to complete check-in.
Assign To: Select an employee from a dropdown menu. Default is First Available.
Referred By: Field for indicating which employee referred the customer, used for reporting.
Options: Additional service needs. Includes "Assign this request to me."
Creating a Request (Lobby & Work Queues)
- Click Check-In.
- Enter customer’s name/phone/account ID.
- Select the customer or create a new record.
- Select the queue and visit reason.
- Enter service notes and complete custom fields.
- Assign an employee and set additional options.
- Option to send text notifications to the customer.
- Click Submit.
Appointment Check-In: Review Creating & Managing Appointments for more info.