Coconut Software

Paul Sullivan

Meredith Bird

Lobby

Lobby Overview

Lobby: Multi-service walk-ins

Callback Service Overview

Article(s) intended to provide an overview of this feature

Overviews

Lobby Setup

Manage availability to facilitate walk-in appointments using Lobby

Articles intended to provide information on how to set up a feature or aspects of a feature

Setting Up

Add a Walk-In Appointment (Staff)

Facilitate a walk-in appointment

Edit a walk-in appointment

Add Yourself to the Queue

Join the Line through Client View

Articles that provide information on how to use this feature to achieve desired outcomes

How-To

Strategies to manage walk-in availability at your organization using Lobby

Articles intended to provide recommended configurations and potential use-case scenarios

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API Docs

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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