In this article
Objective
Empower staff to efficiently manage the flow of clients using Lobby.
NOTE: Lobby is an add-on feature. Please connect with your Customer Success Manager to get started.
Steps
Managing walk-in availability happens at both a location and a staff level. This means that both a location's settings need to reflect when walk-ins are accepted, and a staff's settings need to reflect when they are available to accept walk-in appointments.
Manage location availability
From the navigation menu, click Locations
Navigate to the location you want to update
Click the more actions (⋮) icon
Click Edit
Select Callback requests can only be submitted during business hours
Click Save
The location is updated. With this setting enabled, clients can only add themselves as a walk-in appointment when the location is open.
Manage staff availability
From the navigation menu, click Lobby
From the status selector, click Edit
Navigate to the desired staff member and toggle their availability on or off, as required
Close the edit view
Toggle on/off a staff member's availability to facilitate walk-in appointments at a specified location
Hot Tip!
If the staff’s availability is not displaying as expected in the edit view, it is most often because the incorrect location is selected. To resolve this, from Lobby, navigate to the location dropdown and select the location that corresponds to where the staff member is working that day.
A note on access and visibility
Admins can update walk-in availability for all users and edit Locations.
Managers can update walk-in availability for themselves and for staff at locations to which the manager is also assigned. They can also edit locations they are associated with.
Staff can update walk-in availability for themselves only.