Manage Services (cloud)
Visit reasons are the services provided to your customers. Each visit reason is assigned to a queue and appears in the drop-down menu when a new check-in request is created. Visit Reasons may be assigned to multiple queues.
Service Properties
Name | The name of the visit reason or service. Description name is limited to 100 characters. |
Is a Sub-Service of | Visit reasons may be created separately, or they may be organized by parent services and sub-services. This helps to organize the selection list at the kiosk. Read more on sub-services below. |
Duration | The length time to schedule for the service. This value is used when scheduling an appointment. The default duration is one (1) hour. |
Kiosk Name Override | Alternate description displayed at the kiosk, in place of given service name (optional). Reports always display the given name of service. |
Make This Selection the Default Selection in Kiosk? | If enabled, this description will appear as the default choice when the queue is selected. The customer may still choose another service. |
In Queues | Assigns the visit reason to a queue and displays the queues the service is already assigned to. |
Group | Used to organize descriptions into groups. Has no effect during check-in. See Data Tables for more information |
Available In: | By checking the appropriate boxes, the service will be visible in that area. For example: if the user selects Main and Kiosk only, then the service will not show in ExpressLobby, online appointments, or online meetings (zoom). Click all boxes to show services on every platform. |
Description | Detailed description of the service. There is no size restriction in this field. Used to break down or give a long description of the service for employees to review. This is not shown to customers checking in. |
Status | Indicates if the service description is active. If Inactive is selected, the visit reason will not show or be selectable in the drop-down menu at check-in. |
Sub-Services
LobbyCentral added sub-services as a way to organize long service lists at the kiosk. Traditionally, each service is displayed on a separate line, in alphabetical order, at the kiosk. This can be overwhelming to a customer if the list of services is very long.
Example: Credit unions may create visit reasons for opening a checking account, closing a checking account, opening a savings account, closing a savings account, opening a Money Market account, etc. By using sub-services, the credit union can organize the visit reasons, and make the list of available services easier on the eyes at check-in.
In the image above, the bold text denotes the Queue, Close Account and Open Account are the parent services, and all services showing dashes in front of the text are sub-services. This breaks up the list of services, so that customers can more easily find the service they are looking for.
Add Visit Reason
- Go to Tools > Administration > Manage Visit Reasons
- Select New Service.
- Set the service duration.
- Enter the kiosk name override (optional).
- Check box to make this service the default selection in the kiosk (optional) .
- Select a queue from the drop-down menu to add the service to that queue.
- Repeat step 6 until the service has been added to all required queues. Note: A Visit Reason/Service must be added to at least one queue.
- Select the service group (optional).
- Choose whether to show the service in the kiosk.
- Enter long description (optional).
- Click Save.
Note: All visit reasons must be added to a queue (step 6), in order to appear in the list of available services when creating a request.
Modify Visit Reason
- Go to Tools > Administration > Manage Visit Reasons
- Locate the visit reason to update and click Modify.
- Make desired changes.
- Click Save.
Delete Visit Reason
- Go to Tools > Administration > Manage Visit Reasons
- Locate the visit reason to remove and click Delete (see note below).
- Confirm that you want to delete the description.
Note: You cannot delete a service description once it has been used. Modify the status to Inactive to prevent it from being used.