Office - Mobile POS Kiosk Mode - Configuration

Owned by Joshua Morrison
Last updated: May 10, 2024 by Benjamin Hacker
6 min read

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Table of Contents

Overview

  • Kiosk Mode is designed as a self-service/check-in option for Club Members. In this guide, we will discuss how to configure Kiosk Mode within the CMA application.

  • Please note that Kiosk Mode can be used as a simple check in station or as a unified component with the Clubessential Reservations system. Be sure to view the appropriate configuration section depending on your club’s setup.

Required Permissions

  • POS

  • System

  • Areas

  • Terminals

Accessing the Tool

Member Check-In Configuration (No Reservations Integration)

In this section, we will discuss how to configure Kiosk Mode as simple check in station for the club’s members.

Area Setup

The first step in configuring Kiosk Mode is to configure the appropriate Area.

  1. Select System across the top toolbar and choose Areas.

  2. The Areas grid will launch.  Select the Area to be configured for Kiosk Mode.

  3. On the left pane, select POS Options.

  4. Check Show POS Check-In and enter the items to be charged for both members and guests. To allow families to check-in as a group, check the box for Allow Family Check-in. 

    • Note: If Guest Fees are charged, please be sure the item selected in the Guest Check In Item section is set up with the appropriate price. If the price needs to be modified, navigate to item in Manage Items and adjust the price accordingly.

  5. Select Save & Close.

Terminal Setup

The next step in configuring Kiosk Mode is to set up the Terminal.

  1. Navigate to System across the top toolbar and select Terminals.

  2. Then, perform either of the following to launch the Terminal setup screen:

    • Click the New icon on the toolbar.

    • Right-click anywhere on the Terminals Grid and select New.

  3. The Terminal Setup screen will launch. Enter an ID (the name of the Terminal) and Description of the new Terminal.

  4. Select the Area for which Kiosk Mode should be enabled.

  5. Check Enable Kiosk Mode.  As this terminal will only be used for Kiosk, all other POS Options will not need to be entered.

  6. After Enabling Kiosk Mode, some additional settings will need to be specified. These settings include:

    • Select the Employee to be attached to the tickets entered through Kiosk.

    • Select the Payment Type to use when closing tickets with Member Charge.

    • Select the Payment Type to use when closing tickets with Credit Card.

    • Leave the Screengroup field blank because there is no Reservations Integration. This Terminal will work solely as a Check In Station.

  7. Select Save & Close.

Workstation Device Setup

The final step to configuring Kiosk Mode is to set up the Workstation Device. Workstation Devices are what the user selects when logging into the POS.

To create a new Workstation Device,

  1. Navigate to POS across the top toolbar and select Devices.

  2. Then, perform either of the following to launch the POS Device setup screen:

    • Click the New icon on the toolbar.

    • Right-click anywhere on the POS Devices Grid and select New.

  3. The POS Device setup screen will launch.

  4. Next, follow instructions below:

    • Name - Enter a Name for the new Workstation Device.  Again, this will be the name that appears in the Select Device drop down at the POS. 

    • Description - Provide a Description of the new Workstation Device (Optional)

    • Device Type - Select Terminal from the Device Type Lookup. This will populate additional Terminal options.

    • Terminal - Select the new Terminal that was previously created.

      • Note: Remember, the Area that is attached to the Terminal selected here will be the Area the Workstation Device defaults too when selected at the POS.

    • Ticket Device - Select the Ticket Device (Receipt Printer) that should be used for this Workstation.

  5. Select Save & Close.  

Member Check-In Configuration (Reservations Integration) 

In this section, we will discuss how to configure Kiosk Mode to be integrated with the various Clubessential Reservation systems. 

Area Setup 

The first step in configuring Kiosk Mode is to configure the appropriate Area. 

  1. To access Areas, select System across the top toolbar and choose Areas. 

  2. The Areas grid will launch.  Select the Area to be configured for Kiosk Mode.

  3. On the left pane, select Integration Settings.

  4. Next, please follow the instructions below:

    • Integration Type - Please select the appropriate Axis Integration Type.

      • Note: Please note at this time only the Activities, and Tee Time Axis Integrations can be utilized within Kiosk Mode.

    • Show in POS - Ignore this box as it is unrelated to Kiosk Mode.

    • Show in Kiosk - Check this box to configure this Integration Type to show in Kiosk Mode.

    • Kiosk Screen Group - Select the Screen Group that will display within Kiosk Mode. This will be the Screen Group utilized with the self-serve honor system. 

  5. Select Save & Close. 

Terminal Setup 

The next step in configuring Kiosk Mode is to set up the Terminal. 

  1. Navigate to System across the top toolbar and select Terminals.   

  2. Then, perform either of the following to launch the Terminal setup screen: 

    • Click the New icon on the toolbar. 

    • Right-click anywhere on the Terminals Grid and select New.   

  3. The Terminal Setup screen will launch. Enter an ID (the name of the Terminal) and Description of the new Terminal. 

  4. Select the Area for which Kiosk Mode should be enabled. 

  5. Check Enable Kiosk Mode.  As this terminal will only be used for Kiosk, all other POS Options will not need to be entered.  

  6. After Enabling Kiosk Mode, some additional settings will need to be specified. These settings include:

    • Select the Employee to be attached to the tickets entered through Kiosk. 

    • Select the Payment Type to use when closing tickets with Member Charge. 

    • Select the Payment Type to use when closing tickets with Credit Card. 

    • Select the Screen Group that will display within Kiosk Mode. This will be the Screen Group utilized with the self-serve honor system. 

  7. Select Save & Close. 

Workstation Device Setup 

The final step to configuring Kiosk Mode is to set up the Workstation Device. Workstation Devices are what the user selects when logging into the POS. 

To create a new Workstation Device,

  1. Navigate to POS across the top toolbar and select Devices.

  2. Then, perform either of the following to launch the POS Device setup screen:

    • Click the New icon on the toolbar.

    • Right-click anywhere on the POS Devices Grid and select New.

  3. The POS Device setup screen will launch.

  4. Next, please follow instructions below:

    • Name - Enter a Name for the new Workstation Device.  Again, this will be the name that appears in the Select Device drop down at the POS. 

    • Description - Provide a Description of the new Workstation Device (Optional). 

    • Device Type - Select Terminal from the Device Type Lookup. This will populate additional Terminal options. 

    • Terminal - Select the new Terminal that was previously created. 

      • Note: Remember, the Area that is attached to the Terminal selected here will be the Area the Workstation Device defaults too when selected at the POS. 

    • Ticket Device - Select the Ticket Device (Receipt Printer) that should be used for this Workstation. 

  5. Select Save & Close.

Additional System Settings

In this section, we will discuss additional Kiosk Mode Settings that impact the kiosk functionality.  To access these settings, click on System, System Settings, POS, and scroll down to Kiosk Mode Settings.

There are (3) Settings found in the Kiosk Mode Settings section.

  1. Service Code - Set this code (to a code of your choice) to allow Club Staff to exit Kiosk Mode from Kiosk.  Once Kiosk Mode has been set:

  2. Always show keyboard in Kiosk Mode - Ignore this setting for Mobile POS as all mobile devices are already programmed with keyboard functionality. 

  3. Disable PIN in Kiosk Mode - This setting is only used for Classic POS devices (not applicable for Mobile POS configuration). 

Best Practices

  • When considering use of a kiosk, determine where operating costs could be saved, and Member experience could be enhanced with a self-service check-in option.

  • Consider additional revenue opportunity by adding an honor system Snack Cart/Bar when Checking in for an Activity (Tee Time, Spa Appt, etc).

FAQs

  • Q: Does a Kiosk use a POS user license?

  • A: Yes, setting up a Kiosk will utilize a POS user license.  To obtain more licenses, please contact your Account Manager for more information. 

  • Q: Can you use the Kiosk for all systems integrated with the Clubessential Reservations products? 

  • A: Yes, the Kiosk could be integrated with any Clubessential Reservations product in use at the Club - ie, Tee Times, Fitness Center Spa Appointments, Personal Training sessions, etc.

  • Q:  Do you have to have the Reservations product to have “Activities” linked to the Kiosk or can you manually enter Tee Times for instance?

  • A: The Clubessential Reservations product would be required to link and allow Members to check in for Activities showing on the Kiosk.