In this article
Objective
Empower staff members to efficiently manage customer/member flow by editing walk-in appointments using Lobby.
NOTE: Lobby is an add-on feature. Please connect with your Customer Success Contact to get started.
Steps
From the navigation menu, click Lobby
Navigate to the walk-in appointment you want to edit
Click the more actions (⋮) icon
Click Edit Walk-In
Make the required changes
Click Save
You are returned to the Lobby view. Click the more actions (⋮) once more if you want to update the status of the walk-in, or cancel the walk-in (depending on your permissions; please refer to A note on access and visibility for more info).
A note on access and visibility
Admins, managers, and staff can add walk-in appointments.
Admins, managers, and staff can edit walk-in appointments.
Admins and managers can update the status of a walk-in appointment or cancel the walk-in appointment from the Lobby view.
Staff can update the status of a walk-in appointment by accepting the appointment and completing the appointment workflow (facilitating the appointment).
NOTE: To allow staff to update the status of a walk-in appointment from the Lobby view:
From the navigation menu, click Settings
From General, click Lobby Management
From Lobby View, toggle on Allow staff to update status from the Lobby View