When customizing the flow in the sign-in app, you have a variety of options. You can include the following types of steps to the flow:

ask for a phone number and an email address
let visitors choose a service they're in for
display custom text
ask custom questions
make branching choice-based sign-in flows

To get to the iPad settings, go to the Location Settings section of your dashboard. Click on iPads, and choose the one you want to make changes to. Bear in mind that these changes will apply to the location you have chosen from the upper left corner (unless the account only has one location).

For multi-location accounts, iPad settings can be copied from one location to another.

1. General iPad settings

You can rename the iPad so that the device is easily distinguishable from other iPads.
You can add languages to the iPad so that your visitors can choose their preferred language for service.

The middle part of the iPad settings depicts the visitor sign-in flow view by view.

2.1. Mandatory views

The sign-in flow always...

begins with the TAP HERE TO START view
includes the view where the available services are listed
includes the view which asks for the visitor's name
ends with the final view that confirms the visitor has been added to queue

2.2. Add a new view

Customize the sign-in flow by adding new views which suit the needs of your business. You can drag and drop the views to easily change the order of the sign-in flow.

Click on the plus sign to add a new view.

Choose the view type from the drop-down menu:

choose: service - visitors selects the service they're in for
choose: custom - visitor chooses from the pre-defined options

type-in: custom - visitor types in custom information
type-in: name - visitor enters their name
type-in: phone - visitor enters their phone number
type-in: email - visitor enters their email address

review: text - display custom information for the visitor to read

3. Edit view details

On the right side of the iPad settings page, you can see specific details for each sign-in flow view.

3.1. Customize the view

Click on any of the views to see its details.
Each view has it's own options. Follow the instructions on the screen and make changes according to your location's needs.

3.2. Save changes

After making any changes to the view details, click SAVE & GO LIVE in the top right corner of the page to save the changes: the iPad will then refresh and update accordingly.

3.3. Create logic steps

You can create advanced sign-in flows to gather exact data from your visitors based on their specific choices. If a visitor comes in for an appointment, ask them the name of the clerk they are here to see. Show questions based on the visitor’s answers. Use the logic steps to collect more information from key groups without slowing down the visitor flow. Use multiple logic rules to show people different service lines, based on their previous answers.

Start by clicking on the + CREATE LOGIC STEP button on the bottom of the Edit View Details side of the page.

Follow the instructions on the Edit View Details side of the page to finish the logic step. You can also drag and drop the views to easily change the flow order.