To begin using the Kiosk Check-In Manager (KCM) , activate and configure the default settings.
Note: The KCM is kiosk specific - NOT account-specific. Each kiosk is managed by its own KCM. If the account contains multiple kiosks, activate a KCM for each kiosk.
Table of Contents
Step 1.
Click Mobile Tools from the main menu.
Step 2.
Click Digital Kiosk Wizard.
Step 3.
Click the pencil icon in the edit column of the Kiosk that needs a KCM.
Step 4.
Locate & click the Check-In Manager button at the top of the screen.
Step 5.
In the pop-up provided, click the Create Kiosk Check-In Manager button, and the page will refresh and issue a KCM URL.
BASIC KIOSK CHECK-IN MANAGER (KCM) SETTINGS
Once the feature is activated for a kiosk, the KCM Settings pop-up will appear. This page controls a variety of settings, functions, and user restrictions.
Note: Waitlist & Data Sync - The Waitlist System and Data Sync settings are optional functions of the KCM that allow staff to manage a queuing system used to notify contacts when their table is ready, or when their order is ready for pick-up, or that their number for entry has been called. These settings are explained in additional articles.
- Check-In Manager Link - Each KCM is assigned a unique, case-sensitive, URL that can be opened on any browser. To begin using the KCM right away, click the Launch Tools button to open the KCM and enter your PIN.
- Messaging - All messages sent from the system are linked to a campaign. In order to send messages from the KCM, a default keyword must be selected from the drop-down menu. Click the Message Templates button to create messages for use with the Basic KCM or Waitlist System.
- Message Templates - Click the Message Templates button to create one-time message templates you will be used to send messages to contacts from the KCM. The page will open in a new tab on your browser.
- Auto Log-Off - Use the drop-down menu to select the amount of time the KCM can remain open/idle before timing out & automatically logging the user off of the KCM.
- Live Stream - This feature will automatically load the profile of the most recent checked-in contact. With Live Stream ON, each time a new contact checks in, the profile page will refresh displaying the new contact information.
- Employee Tracking - Activates another button on the KCM toolbar which lists the employees/users and the aggregate activity generated by their PIN. Activating the Employee Tracking Report also allows for the generation of additional Reporting menu options (ex: Check-In Manager Ranking & Check-In Manager Activity).
- "View Kiosk" Button - The KCM allows you to enter check-ins from the New Check-In button page as well as open a live representation of the customer-facing kiosk when clicking the View Kiosk button. Hiding the View Kiosk button removes the button from the KCM toolbar, allowing you to simplify the experience for your staff.
- Custom Contact Details Form - Mapping a web form to the KCM has the effect of customizing the data fields available within the contact profiles. This option allows for collecting more specific information about contacts (ex: Custom Fields 1-10).
- Auto-Lock Kiosk - When locked, the customer-facing kiosk cannot be used unless an employee/user is logged in to the corresponding KCM. Use the space provided to customize the lock message that will display when someone attempts to check-in to a locked kiosk.
Note: The font type and color of the Kiosk Lock display message is controlled by the Digital Kiosk Wizard's Main Page, Kiosk Generated Message settings.
Step 6.
Click the Update button at the bottom of the pop-up window to save your Basic Check-In Manager Settings
To activate and configure a KCM Waitlist, please read and follow the instructions contained in the related articles listed below.
Step 7.
Manage Staff - Click the Manage Staff tab at the top of the pop-up to create and manage employee PINS for the KCM. Follow the steps below to Create and Edit Staff profiles.
Step 8.
Secure PIN Length - Use the drop-down to select from 4, 5 and 6 digits pin lengths. Each employee/user profile must contain the same Pin Length.
Note: Every newly created KCM is activated with a Default User & PIN. To change Pin Lengths to something other than 6 Digits, delete the default user first.
Step 9.
Enter a Name and PIN in the Add New Employee fields provided then click the Add button to save your entry.
Note: Unless specified, all users will be able to add/remove check-ins, edit contact profiles, and delete coupons.
(Optional) EDIT STAFF SETTINGS
Step 10.
Click the edit icon in the Settings column.
Step 11.
Enter the new Employee Name in the field provided and, or, checkmark the boxes provided to add restrictions to the Staff profile.
Options -
- Restrict the ability to edit points - Prevents the user from changing a contact's points.
- Restrict the number of points per customer - Limits the number of points a user can provide per contact over a set number of days.
- Restrict the ability to edit customer information - Prevents the user from changing contact's profile information.
- Restrict from un-redeeming and deleting coupons - Prevents the user from un-redeeming and deleting coupons.
Note: This option should be allowed for admin and management user profiles only.
Step 12.
Click the Update button to save your selections.
Step 13.
Repeat steps 10-12 as needed to edit the user profiles for every employee that will have access to the KCM.
Please explore our other support articles to learn more about the Kiosk Check-In Manager (KCM).