Configuring Self-Check-In Settings for Your Business

Accessing Self Check-In and Wallboard Settings

1. Log In: Access your Smart System Console.

2. Navigate to Self Check-in Settings: Click on the arrow on the right side to "Page 2" to view more options, then select Self Check-In Settings.

3. Select Site (if applicable): Choose the site you want to configure settings for if you have multiple locations.

4. Select either:

• • Walk-In Manager - For direct self-check-ins.

  • Client - For customers updating information via tablets or computers.

Key Configuration Options

Customer Information Settings

• Mandatory Fields - Specify required fields (e.g., first name, last name, email) for check-in.

• Search Options - Enable search by first name, last name, or email.

• Editable Information - Allow customers to update details like phone number and email.

• Demographics - Collect optional data such as physical address or other demographics.

Appointment and Employee Preferences

• Employee Requests - Enable customers to request specific employees.

• Service Pricing - Display pricing during check-in.

• Wait Times - Show estimated wait times based on:

  • General queue.

  • Specific employees.

Visit Delay and Queue Management

• Delayed Visits - Allow customers to hold their place in line but return later.

• Delay Limits - Set maximum delay time (e.g., 30 minutes).

• SMS Notifications - Notify customers about their turn with customizable timing.

Security Measures

• Captcha Verification - Prevent bots by requiring CAPTCHA verification.

• On-Screen Keyboard - Enable for tablet use.

Idle and Reset Timers

• Idle Timeout - Set time limits (e.g., 10 seconds) for inactivity before resetting.

• Reset Timer - Return to the main screen after an appointment is made.

Roster and Availability Settings

• Configure based on:

  • Rostered Availability - Scheduled employee hours.

  • Current Availability - Actual clocked-in employees.

Wall Board Display Options

• Queue Visibility - Show:

  • Wait times for individual customers.

  • Positions in the queue.

• Display Settings - Customize how many customers are visible based on screen size.

• Fallback URL - Set an alternate webpage for interruptions.

Branding and Graphics Customization

• Background Images - Upload custom graphics for:

  • Desktop screens (1920 x 1080 pixels).

  • Mobile devices in portrait mode.

• Different Screens - Use unique images for initial and subsequent screens.

Finalizing Changes

1. Review all settings.

2. Press Save to apply changes.

Pro Tips:

• Regularly test settings to ensure optimal performance.

• Update branding elements seasonally for a fresh look.

• Monitor customer feedback to refine configurations.