⚒️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:

🧐How To: Set Up a Kiosk Ticket Printer

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

Kiosks