Objective

Empower staff to efficiently manage the flow of clients using Lobby.

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

1. From the navigation menu, click Locations

2. Navigate to the location you want to update

3. Click the more actions (⋮) icon

4. Click Edit

5. Select Callback requests can only be submitted during business hours

6. 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

1. From the navigation menu, click Lobby

2. From the status selector, click Edit

3. Navigate to the desired staff member and toggle their availability on or off, as required

4. 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.