Auto-Assignment Rules

You can define rules, to automatically assign a customer check-in to a user. These rules apply only to the Kiosk.

  • Rule Type - Select rule based on customer's first name, last name, or selected service.
  • Condition - Conditions indicate what the rule should examine to determine if it qualifies.
  • Equal to Condition 1 - The rule will compare the selected rule type against the value in the Condition 1 field. If there is an exact match, the rule will trigger its action.
  • Between Condition 1 and Condition 2 - The rule will compare the selected rule type against the values in Condition 1 and Condition 2. If the value is equal to or greater than Condition 1 and equal to or less than Condition 2, the rule will trigger its action. Example: If comparing customer last name, where Condition 1 is set to A and Condition 2 is set to H, any name beginning with A through H will qualify for this rule.
  • Condition 1 & 2 Value Fields - Condition 1 & 2 fields are alpha-only and may contain up to three letters.
  • Assign to User - The check-in request is assigned to the selected user. Important! This will override Requested Employee field in the kiosk.
  • Status - The status enables or disables the rule being used in LobbyCentral.

Creating an Auto-Assignment Rule

  1. In Administration, select Auto-Assignment Rules.
  2. In Kiosk Routing Rules, click New Rule.
  3. Select a Name for the rule.
  4. Select a Location.
  5. Choose the rule type.
  6. Choose the rule Condition.
  7. Select Condition 1.
  8. Select Condition 2.
  9. Assign user #1.
  10. Assign user #2 (If user #1's status is Logged Out, Away, or at Lunch, then check-in will be assigned to user #2).
  11. Set the Status to Active (default).
  12. Click Save.

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