Cubu Docs
User Guide
User Guide
  • 👋Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • 📚Introduction to Cases
      • 📚Service Models and Flow
      • 📚Storing Data with Fields
      • 📚Categorizing Cases with Tags
      • 📚Service Categories and Types
      • 📚Inboxes
      • 📚Routes
      • 📚Working Hours
      • 📚Walk-in Services
      • 📚Appointment-based Services
      • 📚Data Tables
      • 📚The Customers Data Table
      • 📚Automation
        • 📄Automation Triggers
        • 📄Automation Conditions
        • 📄Automation Actions
    • Agent Status Tracking
    • Portals
      • 📚Portal Flow I: Single Unit
      • 📚Portal Flow II: Cross Unit Search
      • 📚Prerequisites & Data Collection
    • Kiosks
      • 📚Kiosk Flow
      • 📚Kiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • 📚Unit Access Permissions
        • 📚Inbox Access Permissions
        • 📚Service & Calendar Access Permissions
        • 📚Fields Access Permissions
        • 📚Data Table Access Permissions
      • 📚Built-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • ⚒️Agent Console Basics
      • ⚒️Processing Cases
      • ⚒️The Inbox Tab
      • ⚒️The Case Tab
      • ⚒️Workspace Settings Tab
    • Calendar
      • ⚒️Selecting Calendars
      • ⚒️Booking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • ⚒️Searching for Records
      • ⚒️Managing Data Records
    • Case Browser
    • General Tasks
      • ⚒️Updating your Profile
      • ⚒️Selecting Your Current Unit
      • ⚒️Change Language
      • ⚒️Switch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • ⚒️Managing the Organization Tree
      • ⚒️Configuring Unit Access
      • ⚒️Configuring Time Zones
      • ⚒️Managing Inboxes
      • ⚒️Managing Routes
      • ⚒️Managing Workstations
      • ⚒️Managing Portals
      • ⚒️Managing Kiosks
        • ⚒️Printed Tickets Templates
    • Service & Process Configuration
      • ⚒️Global Service Settings
      • ⚒️Managing Service Categories
      • ⚒️Managing Service Types
      • ⚒️Managing Fields
      • ⚒️Managing Tags
      • ⚒️Managing Working Hours
      • ⚒️Managing Automations
      • ⚒️Managing Data Tables
      • ⚒️Managing Back-office Tasks
      • ⚒️Managing Alert Rules
    • Service Management
      • ⚒️Walk-in Services Settings
      • ⚒️Appointment-based Services Settings
      • ⚒️Managing Service Availability
      • ⚒️Manage Service Daily Plans
      • ⚒️Manage and Scedule Daily Plan Templates
    • Security and Permissions
      • ⚒️Managing Users & Invitations
      • ⚒️Managing Groups
    • Customer Engagement
      • ⚒️SMS Templates
      • ⚒️Email Templates
      • ⚒️ICS Templates
      • ⚒️Managing Themes
      • ⚒️Managing Fonts
      • ⚒️Media Library
      • 🗒️Dynamic Text Parameters (Messaging)
    • Localization and Translation
      • ⚒️Translating Resource Names
      • ⚒️Translating Kiosks, Portals, Tickets, and Chats
      • 📄Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • ⚒️Organization General Settings
      • ⚒️Public Text Languages
      • ⚒️File Storage
      • ⚒️SSO
      • ⚒️BI and Reports
      • ⚒️Certificates
      • ⚒️Webhooks
      • ⚒️Integrations
      • ⚒️Groups
      • ⚒️Registered Applications
    • Chats Admin
      • ⚒️Chat Settings
      • ⚒️Chatbots Configuration
    • Billing
      • ⚒️Subscription Management
      • ⚒️Payments
    • Logs
      • ⚒️Event Log
      • ⚒️SMS Log
      • ⚒️Change Log
  • Digital Signage
    • 📚Digital Signage
    • 📚Digital Sign Appearance
    • ⚒️Managing Digital Signs
    • ⚒️Managing Screen and Frame Layouts
    • ⚒️Managing Playlists
    • ⚒️Managing Public Announcements
  • How To Guides
    • Agent Tasks
      • 🧐How to unlock a case processed by another user
    • Admin Tasks
      • 🧐How To: Compensate For No-shows
      • 🧐How To: Reference Data Records from Cases
      • 🧐How To: Configure a Phone Call Meeting
      • 🧐How To: Set Up a Kiosk Ticket Printer
      • 🧐How To: Configure SendGrid as an Email Provider
      • 🧐How To: Configure Mandrill as an Email Provider
      • 🧐How To: Use Google Fonts in Themes
    • Automations
      • 🧐How To: Use Automation to Send SMS
      • 🧐How To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • 🧐How To: Use the Kiosk Client App
      • 🧐How To: Connect a Digital Sign
    • Kiosks
      • 🧐How To: Configure Accessible Kiosk with IVR
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On this page
  • Creating a Kiosk
  • Kiosk Settings
  • Kiosk Login
  • Kiosk Details
  • Appointment Check-in
  • Behavior
  • Printed Tickets
  • The Services Tab
  • See Also
  1. Admin Tools
  2. Organization Tree

Managing Kiosks

Configuring kiosks using the Directory tool

Admin Tools -> Directory

Kiosk administration requires the Directory Admin role.

Creating a Kiosk

To create a kiosk:

  • Select a unit from the organization tree.

  • Click Kiosks.

  • Click the New Kiosk button to open the New Kiosk dialog.

  • Enter a unique name for the kiosk and select the Kiosk Profile. The kiosk's profile controls the texts shown on kiosk pages.

  • Click Create to create the kiosk.

Kiosk Settings

Kiosk Login

The Kiosk Login card provides the Kiosk Key and Password needed to connect to a kiosk. When the kiosk is created, it is assigned a default password. You can view the password by clicking the "Show Password" button.

Change the default password as soon as possible.

Kiosk Details

  • Active: Uncheck the box to deactivate the kiosk. An inactive kiosk cannot connect.

  • Kiosk Name: A unique name identifying the kiosk.

  • Description: A free-text description of the kiosk.

  • Kiosk Profile: Use the dropdown to select a kiosk profile. The profile controls the text displayed on the kiosk pages. See: Localization and Translation

  • Theme: Use the dropdown to select the default theme for the kiosk. The theme controls the kiosk's appearance (including colors, images, and fonts). To learn how to manage themes, see: Managing Themes

  • Accessible Theme: Use the dropdown to select the theme used on the kiosk when customers turn on "Accessible Mode". Use a high-contrast color scheme to ensure customers with color blindness can use the kiosk.

  • Supported Languages: Select one or more languages out of the "public text languages" configured for the organization.

  • Default Language: Use the dropdown to select the default language when the kiosk is first loaded.

Appointment Check-in

In this section, choose how customers identify themselves or their appointments on the kiosk.

  • Check-In with Case ID: Customers enter their case number or scan a QR code.to check in to a scheduled appointment.

  • Check-In with Phone Number: Customers enter the phone number linked to the case to check in.

  • Check-In with Customer ID: Customers identify themselves using the method defined by the "Customers" table (either key and validation fields or key field and OTP).

To send the case ID to the customer, use the case ID parameter ({{case.caseId}}) in the SMS or email template, then use automation to send a message to the customer when booking an appointment.

Behavior

  • Reset Session: Enter the time (in seconds), after which the kiosk will revert to the first page in case of inactivity. The default value is 15 seconds.

Printed Tickets

Kiosks often use receipt printers to give customers tickets, keeping them informed and secure while waiting in line.

  • Print Tickets: Check this box to make the kiosk print a ticket when a case is created or checked in.

  • Printing Method: Use the dropdown to choose between Browser and Cubu Print Service. To learn more, see the following guide:

The Services Tab

Use the Services tab to select the services available on the kiosk. Customers can queue up to walk-in services and check in to appointments in calendars of appointment-based services.

  • All Services in The Unit: Include all services in the kiosk's unit.

  • All Services In This Unit and Any Descendant Units: Include all services in the kiosk unit and its descendant units.

  • Selected Services: Manually select services from the kiosk's unit and its descendants.

See Also

PreviousManaging PortalsNextPrinted Tickets Templates

Last updated 1 year ago

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🧐How To: Set Up a Kiosk Ticket Printer
Kiosks