System Options (on-premise)
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.
Settings
Contains the basic functions for LobbyCentral.
User Activity Retention
| Customer Label | Name used to identify the consumer. i.e., Customer, Member, Patient, etc. |
| 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. |
| Work Queue Reminder Email | Used to set the number of hours before a reminder email is sent to user, of open work requests. |
| Notification Push Method | The method used to push notifications, JavaScript (recommended), or server-side. |
| Notification Push URL | URL associated with the push notification. |
| Chat Session Reset | Deletes all open and closed chat sessions. This does not remove the messages that were sent. |
| Card Reader | The type of card reader being used with LobbyCentral; None, MagTek, or Generic Keyboard Wedge. |
| User Password Expiration | Used to set the number of days before a user is prompted to change their password. The default is set at 90 days. |
| 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. |
Applications
| Appointments | Enables display for My Appointments in the bottom left menu of the Checked in Screen and allows users to create new Appointments for customers. |
| Visitor Center | Enables access to Visitor Center from the menu toolbar. Includes options to Manage Visitors, and view Visitor History. |
Options
Includes various options and settings for the LobbyCentral user.
| Enable "first one in, first one out" rule | Requests must be taken from the queue in order of the customer check-in time, with earliest check-ins being selected first. |
| Enable LobbyCentral Messenger | Enables the integrated chat feature. When enabled, the chat window appears at the bottom right of the LobbyCentral screen. |
| Use Single Sign-On | Turns on Windows Active Directory authentication. See Single Sign-On in the LobbyCentral On-Premise Admin Manual, for more information. |
| 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 | Enables the long description for a service. It is displayed by selecting Click for information, when creating a work record through the Web UI. Information is also displayed in the Help Card section when checking out the customer. |
| Disable Single Customer Mode | Allows the user taking a service request out of the wait list, to change the request's status to In-Service, without opening the work record. |
| Make Member Number a required field when checking in a new Member | Requires the Customer ID (Account ID, Student ID, etc.) to be entered before completing the check-in process. |
| Allow users to join and leave service queues | Allows a user to join or leave a queue so that an administrator does not have to manually add or remove the user. This is strictly a convenience feature. |
| Show all users in the Assign To list when creating a request | All users will be displayed in the Assign To list, whether they are logged into LobbyCentral or not. |
| Hide logged out users in the 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 | LobbyCentral will not validate the field while the ticket is in edit. |
| 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. |
| Require customer record from kiosk check-in to be assigned by user (duplicate checking) | When enabled, requires users to choose the customer record for a check-in, created at the kiosk. This option is designed to reduce duplicate customer records. |
| Disable Help Card in Check-Out window |
Removes the Help Card section from the check-out window if not used. |
| Enable Last, First, Middle format for customer name in lists | Displays customer's name by last name, followed by first and middle name. For example, "Smith, Robert Thomas." |
| Combine multiple queues on check-in management page |
Notification
Allows user to set the notification rules and options for LobbyCentral.
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. |
Notification Options
| Email check-in notification message to users | Sends an email to the members of a queue after a request has been created. The user's email address must be added to their user account, if this option is enabled. See Users in the LobbyCentral On-Premise Admin Guide, for information on modifying the user's account. |
| Email new work ticket notification to users | If enabled, will email notification to the user that a new work ticket has been created.The user's email address must be added to their user account, if this option is enabled. See Users in the LobbyCentral On-Premise Admin Guide, for information on modifying the user's account. |
| Mask customer name in notification emails and texts | When this is turned off, the notification email, will say John Smith. If enabled, it will show as John Smi**. |
| Send text check-in notification to users | Sends an SMS message to the members of a queue after a request has been created. The user's mobile number and provider must be added to their user account, if this option is enabled. See Users in the LobbyCentral On-Premise 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. |
| Enable customer text paging | If enabled, LobbyCentral will send the customer a text message when they are selected from the wait queue. |
| 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. |
Fields
Allows the admin to Enable or Disable fields that display during the check-in process.
Item Tracking
Used to enable and customize Item Tracking in the Customer Record at check-out, so that any add on services may be tracked.
| Enable Item Tracking | Adds the Item Tracking section to requests, so that the user can notate any add on services accepted or declined by the customer. |
| Title | The name of the Item Tracking section. |
| Column 1-4 Headers | Used to reflect the customer's choice, or comments, regarding whether or not the add-on was accepted. For example: Accepted, Not Accepted, Requested Additional Info, etc. |
Network & Email
Contains the network and email server details for the user's location.
LobbyCentral Server Name: The name of the server hosting LobbyCentral. Caution! Changing this value will restart LobbyCentral.
Mail Server
Information required to set up email and text notifications within LobbyCentral. For more information, please see
SMS Check-In Notification in the LobbyCentral On-Premise user guide.
| SMTP Server | The email server being used to send emails |
| SMTP Username | The email username, if the SMTP requires a username, to send emails. |
| SMTP Password | Password for SMTP Username. |
| Port | The port used by the SMTP Server to send emails. |
| Default Sender | The default sender email that will be used by LobbyCentral as the sender. |
| Test Email & Test Email Button | Allows administrator to enter and send a test email to review email server settings. |
Twilio SMS Integration
Information required regarding your Twilio account. For information on setting up a Twilio account, please see
SMS Check-In Notification in the LobbyCentral On-Premise user guide.
| Phone Number | Your Twilio phone number including area code. |
| Account SID | Assigned by Twilio |
| Token | Assigned by Twilio |
| Test Mobile Number & Test SMS Button | Allows administrator to enter and send a test SMS message to review settings. Note: Sending a test SMS will count against your Twilio usage. |
Database
| Server Name | The name of the SQL Server containing the LobbyCentral database. |
| Database Name | The name of the LobbyCentral database. |
| Username | The SQL Server account used by LobbyCentral. |
| Password | Password used by LobbyCentral. |
| Use Trusted Connection | Indicates if a trusted connection is being used. (Should not be checked when using a SQL Login) |
| Connection Timeout | Default timeout is set to 20 seconds. Any changes made to this setting need to be entered as seconds as well. For example, if changing the setting to 5 minutes, enter 300 (seconds) in the field. |
| Command Timeout | Default timeout is set to 20 seconds. Any changes made to this setting need to be entered as seconds as well. For example, if changing the setting to 5 minutes, enter 300 (seconds) in the field. |
| Additional Connection Parameters | |
| Encryption | Displays whether database is encrypted. To encrypt, click the Protect Configuration button. Running this function will force users out of the software. All users must be logged out to avoid losing work. |
| Protect Configuration | By default, the database information is stored in clear text in the CustomerSettings.config file, found in the "web" folder. You can encrypt this section of data so that it is not readable. To encrypt the file, click the Protect Configuration button. To decrypt the file, click Unprotect Configuration. CAUTION! Running this function will force users out of the software. All users must be logged out to avoid losing work. |
Online Scheduler
| Subscriber ID | ID assigned to your LobbyCentral Appointments account once it is created |
| Token | Provided by LobbyCentral when signing up for LobbyCentral Appointments. |
WARNING! Do not share or expose this information. It is used to encrypt data to and from the Online Scheduler. If your token is compromised, contact support immediately to change it.