Office - Kiosk Mode - Configuration
- Stacy Zak
- Benjamin Hacker
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. Use Case(s)
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Content
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) 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 POS Options. Then, check Show POS Check In and enter the items to be charged for both members and guests.
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.
4) 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:
a) Click the New icon on the toolbar.
b) Right-click anywhere on the Terminals Grid and select New.
3) The Terminal Setup screen will launch.
4) Enter an ID (the name of the Terminal) and Description of the new Terminal.
5) Select the Area for which Kiosk Mode should be enabled.
6) Check Enable Kiosk Mode. As this terminal will only be used for Kiosk, all other POS Options will not need to be entered.
7) After Enabling Kiosk Mode, some additional settings will need to be specified. These settings include:
(1) Select the Employee to be attached to the tickets entered through Kiosk.
(2) Select the Payment Type to use when closing tickets with Member Charge.
(3) Select the Payment Type to use when closing tickets with Credit Card.
(4) Leave the Screengroup field blank because there is no Reservations Integration. This Terminal will work solely as a Check In Station.
8) 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:
a) Click the New icon on the toolbar.
b) 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:
(1) 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.
(2) Description - Provide a Description of the new Workstation Device (Optional)
(3) Device Type - Select Terminal from the Device Type Lookup. This will populate additional Terminal options.
(4) 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.
(5) 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:
(1) 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.
(2) Show in POS - Ignore this box as it is unrelated to Kiosk Mode.
(3) Show in Kiosk - Check this box to configure this Integration Type to show in Kiosk Mode.
(4) 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:
a) Click the New icon on the toolbar.
b) Right-click anywhere on the Terminals Grid and select New.
3) The Terminal Setup screen will launch.
4) Enter an ID (the name of the Terminal) and Description of the new Terminal.
5) Select the Area for which Kiosk Mode should be enabled.
6) Check Enable Kiosk Mode. As this terminal will only be used for Kiosk, all other POS Options will not need to be entered.
7) After Enabling Kiosk Mode, some additional settings will need to be specified. These settings include:
(1) Select the Employee to be attached to the tickets entered through Kiosk.
(2) Select the Payment Type to use when closing tickets with Member Charge.
(3) Select the Payment Type to use when closing tickets with Credit Card.
(4) Select the Screen Group that will display within Kiosk Mode. This will be the Screen Group utilized with the self-serve honor system.
8) 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:
a) Click the New icon on the toolbar.
b) 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:
(1) 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.
(2) Description - Provide a Description of the new Workstation Device (Optional).
(3) Device Type - Select Terminal from the Device Type Lookup. This will populate additional Terminal options.
(4) 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.
(5) 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, click on the Gear Icon (intentionally discrete button in the bottom right-hand corner) to access the Service Code screen.
Enter the Service Code when prompted and click OK.
Once accepted, Kiosk will return to regular POS Login screen.
2) Always show keyboard in Kiosk Mode - Check this box to show full keyboard on the kiosk. This is helpful when Member numbers involve Alpha-numeric characters.
3) Disable PIN in Kiosk Mode - Check this setting to bypass the requirement for a unique Member PIN, and allow any Member to log-in with only their Member number. See additional kiosk documents for more information on this setting.
Best Practices
1. 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.
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.