Roles in Lobby Management

Learn about the roles in lobby management—such as administrators, greeters, and drop-in customers—and what each role can do.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
Role What they can do
Administrators
  • Customize lobby management for greeters.

  • Enable drop-in appointments.

  • Set up Experience sites for self check-in.

  • Generate and add QR codes for drop-in customers.

Greeters
  • Create waitlists.

  • Manage appointments- scheduled and drop-in.

  • Check in drop-in customers.

  • Generate the estimated time for an appointment.

Service Resources
  • Get notified about drop-in appointments.

  • Accept appointments.

  • View appointments.

  • Mark an appointment as no shows.

Drop-in customers
  • Check in to a waitlist.

  • View their position in the queue.

  • View the estimated wait time.