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.