Guided setup

Guided setup makes a whole new location for you by asking a few easy questions.

The first screen asks How do you want to start? and shows a promise: we only ask what applies to you, nothing is made until you check it, and you can stop and come back any time.

Four first questions decide the rest — the name of the place, whether people book or just turn up, how many lines you have, and which parts of turnda you will use. A simple place answers far fewer questions than a big one. Before the first question you see Here is your plan: how many questions, and about how many minutes.

• The first time you set up a place, you are also asked the business's language, time zone and country. The country is guessed from your time zone; it is used to read local phone numbers and to know which messages can be sent.
• A bar at the top shows how far you are and about how many minutes are left.
• A map of the steps shows what is done, what you are doing now, what is still to do, and what is not needed.
• Every question has Why we ask and Our suggestion, already chosen for you. If it fits, just press Next.
• Not sure — use the usual lets us set our usual value. You can always change it later.
• A picture on the side shows what your visitors will see as you answer. On a phone you can hide it.
• If you skip a part, say you do not use appointments, you are not asked about them.
• For each line you type the name of each counter — the place a called visitor is told to go, like Desk 1, Chair 2 or Room 3. A line split by staff uses each person's name instead.
• You can go back to any question.

When you copy, you answer only four things: the new name, the opening hours (and each day, if they differ), who works here, and a final check.

Your answers save by themselves after each one. Press Save and finish later to stop. Come back from Locations › Add a location and you carry on from the same question, on any computer or tablet.

The review page shows What you chose, Worked out for you and The rest, set the usual way. Press Change beside anything to go back to it. Creating is all or nothing: either the whole location is made, or nothing is. If it fails, every answer is kept.

Press Create this location once. A second press cannot make a second location. If you change an answer after pressing, press it again.

The ready page shows the place's name, its opening hours, whether it is taking visitors, how many visits you have used, and a real code to scan so you can try it now with your own phone. With more than one line, you pick which line the code, the tablet link and the poster are for. You can Open the Queue. Pressing Call in this test uses one of your visits. If your logo or an invite could not be added, a yellow line says so with Try again; it never invites the same person twice.

If you added team members, a card named Give each person their setup code shows each person's username and a one-time code (shown once). They open the staff sign-in page, type the username, then the code; a code works for a limited time and you can ask for a new one after that. Below that are a few things only you can do with the real thing, and each says why. Connect your TV (type the code your Lobby TV shows), Set up your tablet (open the link on the tablet at your door), Print your poster, Say it in your own words and Make the TV look yours.

Take this with you gathers your answers, your links and the codes to scan, and what to do next, in one file. Press the PDF download button to keep it, or Email it to me to have it in your inbox. The email goes only to your own address.

Guided setup is only for making a new location. To change anything you set up, open Locations and choose the place. The Activity log records it as “Location created via Guided setup”. See Activity log.

Related: Set up your first line · The setup checklist · Connect a TV · Questions