Working at the account vs. location level

At any time, you’re working in one of two contexts:

Account overview (account-level): for managing settings and tools that apply across locations
Location-level: for managing visits, calendars, and operations for a specific location

Always check the top navigation to confirm which context you’re in before making changes.

Image depicting the new account ALO location.

Account overview on mobile:
You can view the Account overview in the mobile app the same way as on desktop, making it easy to monitor activity and key metrics on the go.

Switching between locations and Account overview

Use the context selector in the top navigation to switch between locations or Account overview.

Open the selector in the header.
Choose a specific location to work in, or select Account for account-level access.
The page updates automatically to reflect the selected context.
You can navigate back to your most recent location, or click the location switcher again to select any other location you’d like.

Tip: If a page or settings seems missing, your role may not support this permission.

Using the header vs. location navigation

Navigation is split by purpose:

Header navigation
Used for global actions and switching between Account overview and locations.
Location navigation
Used for location-specific pages like Visits, Calendar, Analytics, and settings.

This separation helps keep navigation consistent while ensuring you only see tools relevant to where you’re working.

Navigation tips:

If you manage multiple locations, use the header selector to move between them instead of using browser navigation.
If you need to manage account-wide settings, switch to Account overview first.

Visit board and columns

The Visits page is organized into columns that reflect different visit states (such as waitlist, serving, or completed).

Key stats stay visible in the column headers, even while scrolling.
This helps you monitor volume and status at a glance.
To move a visit between states, you can either drag it between columns or use the green call-to-action button on the visit card.

Filtering visits

Filters help you focus on the visits that matter most.

Open the Filters panel to narrow down visits by status, service, date, or other attributes.
Active filters appear as removable chips, so you can quickly see what’s applied.
You can clear individual filters or reset all filters at once.

Filtering and search are only available when you’re not acting as a resource.

Note: You can filter visits the same way on both desktop and mobile. Applied filters can be removed at any time by clicking the X button.

Resource module

The Resource module is located at the top right corner of the page next to the hyperlink icon, making it easy to find while managing visits.

Resources help you manage capacity and availability while handling visits.
Keeping this module in a fixed, predictable place makes it easier to reference during daily operations.

User linked to a resource
When a user is linked to a resource, the resource name and status appear in the top header. Clicking it opens a menu with key actions for that resource.
User not linked to a resource
If the user isn’t linked to a resource, clicking the avatars opens a modal showing all resources and their current statuses. From here, they can select a resource to act as—for example, when working a specific counter for the day.
User acting as a resource
When acting as a resource, the avatars are replaced by the resource name and status. Clicking it shows the resource actions, with an option at the bottom to reopen the resource overview modal and switch to another resource.

Note: You can control the order of resources in the overview modal via Display settings > Sort resources by. This order also applies to the resource drop-down when adding a new visit.

Profile and account access

Your profile menu is located in the top navigation.

From here, you can:

Access your personal settings
Log out

Note: On mobile, you can access your profile, User settings, and Help from the menu icon in the bottom-right corner of the app along with Settings and Public links.

Public links

Public links give you quick access to guest-facing pages such as registration, arrival, and display views.

To open public links from the Visits page:

Click the link icon in the top-right corner of the page.
The Public links panel opens.
Use the tabs at the top to switch between:
- Registration – links for guest registration and kiosk use
- Arrival – links for arrival and check-in flows
- Displays – links for public-facing display screens

Within each tab, you can copy links for web or kiosk use, depending on how guests interact with your setup.

Note: Public links are location-specific. Make sure you’re in the correct location before sharing or displaying a link.

Help section

The Help section is accessible from the top-right corner of the header. From here, you can quickly get assistance, access documentation, and stay up to date.