System Options (cloud)
System options contains features that affect the system in whole, and should only be changed when all users have been logged out of the system.
|Customer Label||Drop-down box allows you to choose the term used to identify your customer (i.e. Customer, Member, Client, Patient, etc.).|
|Account ID Label||Allows you to change the Label used to identify an "account" (i.e. Student ID, Patient ID, Account Number, etc.).|
|Check-In Capture Type||Mode LobbyCentral is operating in. (See Check-In Capture Type below, for detailed information.)|
|Applications||Contains other applications run by LobbyCentral. See Applications below for a detailed description of each.|
|Company Name||The name of your business or practice.|
|Theme||Changes the colors of the user interface.|
|Wait List Colors||Allows the user to set the color for pending requests based on how long the customer has been waiting. Overrides default max wait-time color of red when a customer's wait time exceeds the set location, or queue value. You may specify green, yellow, or red.|
Check-In Capture Type/Operation Mode
|Capture Time In, Time Seen, and Time Out||Default operating mode of LobbyCentral. Queues customers waiting for assistance. Tracks time in, time seen, and time out.|
|Capture Time In and Time Out||Tracks Visitors time in and time out. Does not queue, or track, wait and service times. Also called Visitor Management Mode.|
Capture Time In and Time Out
If Capture Time In and Time Out is selected in Check-In Capture Type, the following options are displayed.
|Sign-out Visitor on Departure||The receptionist must sign-out the visitor, or the visitor can sign-out using the kiosk. Choose this option to track total time in building.|
|Sign-out Visitor immediately after sign-in||The visitor is automatically signed-out after signing in. Choose this option if you only need a count of total visits per day. Total time in building is not recorded.|
|Appointments||Check box to display My Appointments in the bottom left menu of the Home Screen, and to allow users to create New Appointments for customers.|
|Visitor Center||Click box to enable access to the Visitor Security Center from the Applications tab, in the top menu bar, on the Home screen.|
|Use "first one in, first one out" rule||Requests must be taken from the queue from oldest to newest.|
|Hide 'Other Service' option||Prevents the option “Other” from appearing in the service drop-down list.|
|Track time for add-on services||If enabled, LobbyCentral will track the time worked for services added to the request.|
|Show long service description when creating a request||If enabled, the service long description will be displayed in Notes, when creating a work record.|
|Hide Referred option||Removes the “Referred By” option when creating a request.|
|Don't show Check-out window when taking a pending request. (Multi-customer handling mode)||If enabled, taking a service request will change request’s status to In-Service without opening the Work Record window.|
|Enable Instant Messaging||Enables the integrated chat feature.|
|Use 'last, first middle' format for customer name in lists||If checked, the customer's name will appear showing Last name first, then First name and middle initial.|
|Do not allow users to join/leave queues||If checked, an administrator must manually add or remove users from a queue. This is strictly a convenience feature.|
|Hide logged out users in Assign To list||Users who are not logged into LobbyCentral will not be displayed in the Assign To list.|
|Disable custom field validation during edit:||If this option is enabled, the user can edit pending/in-service requests and leave Required fields empty.|
|Show Account ID column in the In-Service list||If enabled, the Account ID field will appear as a column in the In-Service list.|
|Require Closing Comments at check-out||If enabled, user will not be able to close work record without adding closing notes.|
|Allow check-in prioritization by first(original) check-in time for transfers||When enabled, will allow a user to transfer a customer to another queue by their original check-in time. See Managing Pending & In-Service Requests for more information.|
Rules overrides LobbyCentral's default email/text notification. If set, notifications are not sent until the total pending count is equal to or greater than the specified value.
|Send email/text notifications to Supervisors after x waiting customers||Supervisors will not receive email/text notifications until after the set number of waiting customers has been reached.|
|Send email/text notifications to Users after x waiting customers||Users will not receive email/text notifications until after the set number of waiting customers has been reached.|
|Enable email check-in notifications|| Sends an email to the members of a queue after a request has been created. Email notification is also sent when a pending check-in is changed. The user's email address must be added to their User account if this option is enabled.
See Managing Agents/Users in the LobbyCentral Cloud user guide, for information on modifying the user's account. Please note: The option to send an email notification to the selected user only, requires the additional step of being enabled in Kiosk Settings.
|Enable SMS check-in notifications|| Sends an SMS message to the members of a queue after a request has been created. SMS notification is also sent if the requested user is changed.The user's mobile number and provider must be added to their User account if this option is enabled.
See Managing Agents/Users in the LobbyCentral Cloud Admin Guide, for information on modifying the user's account.
|Include custom field responses in email notification||If enabled, the notification email that is sent to users when a customer checks in, will include the results of the custom fields.|
|Mask customer name in notification emails and texts||For HIPPA compliance. When this is turned off, the notification email, will say John Smith. If enabled, it will show as John Smi**.|
|Enable customer text paging for turn calls|| LobbyCentral can send customers an SMS notification after they've been selected from the wait queue. An email is sent to the customer's mobile provider, who translates the email into text form, and delivers it to the customer's mobile phone.
Please note: Once the email is sent from LobbyCentral, exact delivery time depends on the customer's mobile provider, web traffic, internet access speed, and other items out of our control.
||When enabled, a notification will be emailed to queue members if an employee deletes a pending or in-service request.|
|Do not send email notification for work queues||When enabled, Work queue requests will not be emailed to the queue it is assigned to. This is beneficial when many work queue requests are generated, and employees do not want to be bombarded with email notifications.|
|Repeat Overdue Notification||Repeats the overdue notification "x" times for the set value. For example: If max wait time is 5 minutes, and Repeat is set to 2, the overdue notification will display at 5, 10, and 15 minutes.|
|Customer Text Notification Message|| Allows user to customize the text notification message sent to the customer's phone.
|Enable Item Tracking||If enabled, the Item Tracking section is displayed when working a request.|
|Title||The name of the Item Tracking section.|
|Column 1-4 Headers|| The name of the outcome column. Reflects the customer's choice regarding whether or not the add-on was accepted.
For example: Accepted, Not Accepted, Requested Additional Info, etc. These columns may be customized.
|Items||Used to track products offered to a customer, during check-out. For example, add-on/cross-sell products, such as low interest credit cards, or a car loan refinance. Interest Section Items appear in the Check-out window, under Customer Interests.|
|Predefined Comments||Used to create standard/common customer responses to offered product interest items. When the user offers a cross-sell item, they can then select the corresponding customer comment in the Customer Interests section, of the Check-Out window; For Example, 'Interest Rate Too High' or 'Not Interested.'|