Set up the Walk-in Manager

Accessing the Walk-In Manager Settings

1. Navigate to the Settings Panel:
   • Open the navigation panel on the right-hand side.
   • Go to Setup and Configuration.
   • Click on General tab on the left-hand corner.
   • Scroll down and select Walkin.

Key Configuration Options

Client Identification

• Operator Input Options:
  • Choose Keyboard to manually input client names or Automatic Number to assign a number automatically.
• Visitor Identifiers:
  • Decide if visitor identifiers (name/number) will be printed on:
    • Client tickets.
    • Team member tickets.
    • Point-of-sale (POS) receipts.

Display Options

• Estimated Wait Time:
  • Choose to show clients the estimated wait time.
• Visit Tagging:
  • Enable prompts to tag visits as new clients or requests.

Operational Settings

Service Allocation

• Single vs. Multiple Employees:
  • Assign all services to a single employee or allow multiple employees to handle parts of a single visit.
  • Note: The system will assign alternate team members if specific skills are required.

Service Breaks:

• Configure if and how service breaks are bookable (this may not always be available).

Workforce Optimization

Labor Forecasting

• Define optimal and maximum client wait times (e.g., 10 and 20 minutes).
• Use these metrics to forecast staffing needs during peak times.

Client Data Preferences

• Data Collection Focus:
  • Choose between primarily collecting or not collecting client data.
• Demographics:
  • Enable mandatory demographic questions during client interactions.

Additional Considerations

Advanced Features

• Expand visit details to view additional client and appointment information.
• Enable or disable group viewing and employee request visibility.

Final Tips

• Take your time to review and test each setting for your business model.
• Regularly revisit settings to adjust based on operational needs and client feedback.