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Frontdesk
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=========
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- The Odoo *Frontdesk * application provides a way for visitors to check in to a building or location,
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- and alert the person they are meeting about their arrival. Additionally, they can request a
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- pre-configured beverage to be brought to them, while they wait.
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+ The Odoo ** Frontdesk ** application provides a way for visitors to check in to a building or
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+ location, and alert the person they are meeting about their arrival. Additionally, they can request
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+ a preconfigured beverage to be brought to them, while they wait.
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This application is ideal for businesses that do **not ** have someone working at a reception desk,
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- locations **without ** a designated waiting area available to guests and visitors.
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+ or locations **without ** a designated waiting area available to guests and visitors.
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Configuration
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=============
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- The first item to configure with the *Frontdesk * application is the station, followed by any drink
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+ The first item to configure with the ** Frontdesk * * application is the station, followed by any drink
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selections that might optionally be offered.
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Stations
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--------
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- In Odoo's *Frontdesk * application, a *Station * can be thought of as any location where someone can
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+ In Odoo's ** Frontdesk * * application, a *Station * can be thought of as any location where someone can
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sign in and wait for an employee. This is typically some form of waiting room, such as a lobby. Each
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station has a kiosk where visitors check in.
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- When setting up the *Frontdesk * application, a minimum of one station **must ** be configured, but
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+ When setting up the ** Frontdesk * * application, a minimum of one station **must ** be configured, but
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there is no limit to how many stations can be created and configured.
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To create a station, navigate to :menuselection: `Frontdesk app --> Configuration --> Stations `, and
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click :guilabel: `New `. When clicked, a blank frontdesk form appears.
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Enter the following information on the form:
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- - :guilabel: `Frontdesk Name `: enter a name for the specific frontdesk location. This should be
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- short and easily identifiable, such as `Reception Desk ` or `Main Lobby `. This field is required in
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- order to create a station.
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+ - :guilabel: `Frontdesk Name `: enter a name for the specific frontdesk location. This should be short
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+ and identifiable, such as `Reception Desk ` or `Main Lobby `. This field is required in order to
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+ create a station.
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- :guilabel: `Responsibles `: select the person (or persons) who are alerted when a visitor checks in
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using this specific frontdesk. Multiple selections can be entered. This field is required in order
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to create a station.
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- :guilabel: `Kiosk URL `: this field auto-populates once the frontdesk form is saved, with at least
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the :guilabel: `Frontdesk Name ` and :guilabel: `Responsibles ` fields filled. To save manually, click
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- the :guilabel: `(cloud with upward arrow ) ` icon, located at the top of the form.
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+ the :icon: ` fa-cloud-upload ` : guilabel: `(Save manually ) ` icon located at the top of the form.
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Once saved, a URL is generated in the :guilabel: `Kiosk URL ` field. This URL is one way the
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frontdesk kiosk is accessed.
@@ -50,10 +50,10 @@ Enter the following information on the form:
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.. tip ::
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To add an image/photo to a frontdesk form, hover over the :guilabel: `(camera with a '+' sign) `
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- icon in the top-right of the form to reveal a :guilabel: ` ✏️ (pencil) ` icon.
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+ icon in the top-right of the form to reveal a :icon: ` fa-pencil ` :guilabel: ` (pencil) ` icon.
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- Click on the :guilabel: ` ✏️ (pencil) ` icon to open a file explorer, navigate to the desired
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- image/photo file, then click :guilabel: `Open ` to select it.
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+ Click on the :icon: ` fa-pencil ` :guilabel: ` (pencil) ` icon to open a file explorer, navigate to
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+ the desired image/photo file, then click :guilabel: `Open ` to select it.
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The image selected for the station photo appears as the background image for the station kiosk.
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@@ -97,23 +97,23 @@ Options tab
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To change the default email template, click the drop-down menu in the :guilabel: `Email Template `
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field, then select another email template.
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- To modify the currently selected template, click the :guilabel: ` Internal link ( arrow) ` icon at the
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- end of the line, and make any edits to the template.
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+ To modify the currently selected template, click the :icon: ` oi- arrow-right ` :guilabel: ` (Internal
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+ link) ` icon at the end of the line, and make any edits to the template.
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- :guilabel: `Notify by SMS `: enable this option to have an SMS (text) message sent to the person the
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guest is visiting upon check in. When enabled, an :guilabel: `SMS Template ` field appears beneath,
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with the default :guilabel: `Frontdesk SMS Template ` selected.
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To change the default SMS template, click the drop-down menu in the :guilabel: `SMS Template `
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field, and select another SMS template.
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- To modify the currently selected template, click the :guilabel: ` Internal link ( arrow) ` icon at the
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- end of the line, and make any desired edits to the content of the template. The SMS message may
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- have a maximum of 242 characters, which fits in 4 SMS (UNICODE) messages.
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+ To modify the currently selected template, click the :icon: ` oi- arrow-right ` :guilabel: ` (Internal
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+ link) ` icon at the end of the line, and make any desired edits to the content of the template. The
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+ SMS message may have a maximum of 242 characters, which fits in 4 SMS (UNICODE) messages.
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- :guilabel: `Notify by Discuss `: this option is enabled by default when the :guilabel: `Host
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- Selection ` option is enabled. This option opens a *Discuss * application message window with the
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+ Selection ` option is enabled. This option opens a ** Discuss * * application message window with the
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person the guest is visiting upon check in.
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- When enabled, a default message appears for the person the guest is visiting. The *Discuss *
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+ When enabled, a default message appears for the person the guest is visiting. The ** Discuss * *
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application **must ** be installed in order for this option to work.
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.. note ::
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The default message format for the :guilabel: `Notify by Discuss ` option is: `(Frontdesk Station)
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Check-In: (Guest Name) (Guest Phone Number) (Organization) to meet (Name of employee). `
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- An example of how that might appear in a *Discuss * message is: `Main Lobby Check-In: John Doe
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- (123 -555-1234 ) (Odoo, Inc.) to meet Marc Demo. `
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+ An example of how that might appear in a ** Discuss * * message is: `Main Lobby Check-In: John Doe
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+ (555 -555-5555 ) (Odoo, Inc.) to meet Marc Demo. `
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.. image :: frontdesk/station-form.png
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- :align: center
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:alt: Frontdesk station form with all the information filled out.
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Side Message tab
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------
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After a station is created, the next step is to configure the drinks to offer visitors, if desired.
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- This step is **not ** necessary or required for the *Frontdesk * application to work, and only needs
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- to be configured if drinks are offered to guests.
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+
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+ .. note ::
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+ This step is **not ** necessary or required for the **Frontdesk ** application to work, and only
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+ needs to be configured if drinks are offered to guests.
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To add a drink option, navigate to :menuselection: `Frontdesk app --> Configuration --> Drinks `, and
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click :guilabel: `New `. Doing so reveals a blank drink form to configure.
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.. tip ::
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To add an image/photo to a drink form, hover over the :guilabel: `(camera with a '+' sign) ` icon
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- in the top-right of the form to reveal a :guilabel: ` ✏️ (pencil) ` icon.
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+ in the top-right of the form to reveal a :icon: ` fa-pencil ` :guilabel: ` (pencil) ` icon.
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- Click on the :guilabel: ` ✏️ (pencil) ` icon to open a file explorer, navigate to the desired
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- image/photo file, then click :guilabel: `Open ` to select it.
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+ Click on the :icon: ` fa-pencil ` :guilabel: ` (pencil) ` icon to open a file explorer, navigate to the
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+ desired image/photo file, then click :guilabel: `Open ` to select it.
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The image selected now appears in the picture field, and is set as the image for the drink.
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.. image :: frontdesk/espresso.png
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- :align: center
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:alt: Drink form with the information filled out for an espresso.
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Station dashboard
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=================
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.. tip ::
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To add an image/photo to a drink form, hover over the :guilabel: `(camera with a '+' sign) ` icon
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- in the top-right of the form to reveal a :guilabel: ` ✏️ (pencil) ` icon.
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+ in the top-right of the form to reveal a :icon: ` fa-pencil ` :guilabel: ` (pencil) ` icon.
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- Click on the :guilabel: ` ✏️ (pencil) ` icon to open a file explorer, navigate to the desired
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- image/photo file, then click :guilabel: `Open ` to select it.
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+ Click on the :icon: ` fa-pencil ` :guilabel: ` (pencil) ` icon to open a file explorer, navigate to the
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+ desired image/photo file, then click :guilabel: `Open ` to select it.
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The image selected now appears in the picture field, and is set as the image for the drink.
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@@ -196,20 +196,24 @@ dedicated device for each frontdesk kiosk, such as a tablet.
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Navigate to the kiosk in one of two ways:
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- - Navigate to the main *Frontdesk * application dashboard, and click the :guilabel: `Open Desk `
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+ - Navigate to the main ** Frontdesk * * application dashboard, and click the :guilabel: `Open Desk `
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button on the desired station card. The kiosk loads in a new browser tab.
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- Navigate to :menuselection: `Frontdesk app --> Configuration --> Stations `, and click on the
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desired station. Then, click the :guilabel: `Copy ` button at the end of the :guilabel: `Kiosk URL `
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line, and paste the URL into a new browser tab or window.
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.. important ::
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- It is recommended to log out of the database, and close the tab, after navigating to the kiosk.
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- That way, there is no possibility of a visitor accessing the database when checking-in.
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+ Once a frontdesk kiosk is accessed, either with the :guilabel: `Open Desk ` button or the
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+ :guilabel: `Kiosk URL `, the user is *automatically signed out of the database * on that specific
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+ device.
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+ This is a security measure designed to prevent unauthorized access to the database.
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Reporting
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=========
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- The *Frontdesk * application has two reports available: :guilabel: `Visitors ` and :guilabel: `Drinks `.
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+ The **Frontdesk ** application has two reports available: :guilabel: `Visitors ` and
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+ :guilabel: `Drinks `.
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To access either of these reports, navigate to :menuselection: `Frontdesk app --> Reporting ` to
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reveal a drop-down menu containing the options: :guilabel: `Visitors ` and :guilabel: `Drinks `.
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