How to configure Customer Facing Display?

When completing a work order, it is often beneficial to capture a signature from your customer that indicates their acceptance before or after a repair is completed. Customer Facing Display is the perfect companion for RepairDesk users that allow you to streamline checkout, displays order details & save customer’s signature on a work order using a secondary tablet.

To setup display:


1. Head to Settings --> Integrations --> Customer facing Display.

2. Enable Customer Facing Display by hitting Enable button at the top right corner of the screen.


3.      Once enabled, head to Configuration tab to configure customer facing display settings. Please follow the steps below to configure customer facing display. You will get the following pop-up asking the user to re-configure their customer-facing display. 



a)  Set Terminal ID: First step is to set terminal ID. To set terminal ID, follow the steps below:

  • Copy current machine terminal ID and open given URL on customer facing tablet.
  • Select the same terminal against which you have opened the provided URL.


Note: Please note that terminals are browser specific and once a terminal is selected at one store, it will automatically be selected on switching to another store in same browser. However if you have changed the browser, then you will have to re-selelct the terminal.

b) Set triggers for parameters that you want to display on customer-facing display. If the trigger is OFF, order total, price and tax and discount will not be shown on customer-facing display. 


c)     Select modules against which you want to show customer facing display.


Note: Please note that by default customer facing display will be disabled against all criteria mentioned above. You need to enable customer-facing display manually by check marking the box against which you want customer facing display to work.

d)     Next step is to upload the image that you want to display on front facing slide. By clicking on Choose file, you can choose and upload the image within the size limit of 2MB and in any format including jpg, png and gif images.



e)     To get a custom banner designed for your front facing screen, hit Learn More button and it will redirect you to following page where you can fill out the requirements and place order to get banner designed.


f)      Enter terms and conditions for pre-device repair, post-device repair, refund and trade-in purchase. Hit Save to store configuration settings and you are ready to use Customer Facing Display.


On hitting Save Changes button, you will get the following pop-up asking you if you want to replicate the settings on any other store.


You can select the store at which you want to replicate the settings and hit Save Changes to continue.

Note: In case if you have some open tabs and you want to change some settings for trade-in or if you want to want to change country or region that is GDPR compliant , then you should reset CFD terminal --> close all tabs --> change settings --> Save settings --> and then you can re-open all tabs to continue.

4.      On Customer end, you will see the following front facing slide that you have uploaded.


Now when a repair ticket is created from POS following the procedure as described here, all information will be shown on customer facing display on runtime so that if any change is made in cart on POS, that change will be reflected on Customer Facing Display so that customer can review before entering his signatures.

Once the customer has reviewed the information and the person using repairdesk hits “Create Ticket”, following pop-up will be displayed on his end

Note: By hitting proceed anyway, the transaction will be completed without taking customer signatures. By hitting cancel request, request to take customer signatures will be cancelled and user will be redirected to cart where he can edit order details.

While on customer end, following screen will be displayed where he can review and accept terms and conditions.

Note: It is important to accept terms and conditions to move forward.

By hitting Next, user will be directed to following screen where he needs to enter his signatures. 



By entering signatures and hitting submit, user will be directed to following Thank you screen.



Similarly you can take customer signatures while offering refund, purchasing trade-in item and making invoice.

Please note that while making an invoice against a repair ticket, you will see the toggle to display pre-repair or post-repair device conditions for taking customer signatures.


If the toggle is towards pre-repair conditions than customer will see pre-repair terms and conditions on customer facing display. Alternatively, if the toggle is towards post-repair conditions than customer will be able to view post repair terms and conditions before entering his signatures.

Similarly while offering refund, following the procedure described here, user will get the following pop-up on hitting complete payment button.




While making trade-in purchase as described here, following pop-up will be shown for taking customer signatures and remaining process will remain same as described above.



Similarly while editing ticket from manage ticket section, user will have an option to display either order details on customer-facing display or he can directly display terms and conditions to customer to review and enter his signatures. 


You will get the following pop-up


By hitting Display Shopping Cart, order details will be displayed to customer.

By hitting Display Terms and Conditions, pre/post repair terms and conditions will be displayed to customer.

By hitting Cancel Request, request to take customer signatures will be canceled. 

To Setup Self-Check-in

To set up self-check-in module please follow the steps below.

Head to Self-Check-In configuration screen appearing next to module configuration tab. 


a)      Enable the module in order to intake customer information from customer-facing display.

b)      Select background color and text color to use on self-check-in form

c)      Select the check boxes if you want to display logo and date and time on the self-check-in form. 


d)      You can also setup the fields that you want to display on self-check-in form using the check boxes against each field as shown below. 


 

By default First Name and Last Name field will be enabled and marked as required fields. Required fields for trade-in column shows fields that will be required while capturing seller details in case of trade-in whereas position column will show the position of each field. By configuring these settings, hit Save Changes button to save the configuration settings.

On hitting Save Changes button, you will get the following pop-up asking you if you want to replicate the settings on any other store.


You can select the store at which you want to replicate the settings and hit Save Changes to continue.

Now you will get the option to view self-check-in form in following cases.

1.      While creating ticket from POS


2.      While editing ticket


3.      While adding seller details from trade-in purchase


By hitting self-check-in, you will get the following pop-up


While on customer facing display, self-check-in form will be displayed.

Customer is required to fill in the required fields and hit Next. As he enters his details on this form, data will be automatically populated on left hand side of this screen on run time.

By hitting next, he will be directed to following screen asking him if he wants to become GDPR compliant customer.

On check marking this box, it will display terms and conditions to become GDPR compliant and customer is required to accept those terms and conditions and hit Submit.

Note: Please note that if you want to change country or region to mark it as GDPR Compliance, you need to reset CFD terminal. Close all tabs --> Change Settings --> Save Settings --> Reset CFD terminal --> Re-open all tabs again.

On completing the customer information and submitting the self-check-in form, you will be able to see customer details on relevant screen from which the self-check-in functionality was used. 

FAQs

Q. Can we use customer-facing display on iPad POS Register app?
A. Yes definitely you can use customer-facing display on iPad POS Register app. Please follow the link here to know how to use customer-facing display on iPad app. 

Q. Does Self-Check-In form functionality works with iPad as well?

A. Currently, we haven’t aligned this functionality on iPad POS Register app but in near future, we plan to give this option from iPad as well.

Q. How can I take and download pre/post repair signatures from Manage Tickets sections?


A. To take pre/post repair signatures from manage tickets, head to manage tickets --> action button --> edit ticket. There you will get an option to take signature.




By clicking on take pre-signatures, it will give the following pop-up


The request will be sent to customer facing display from where user can get signatures. Once signatures are taken and ticket is saved, you will get the option to download pre-repair signatures.



By hitting download, signatures will be downloaded and stored in your system.
In the same way you can take and download post repair signatures.





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