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Lobby Management

Track member visits, reduce wait times, and improve front desk coordination. SimplifyIT's Lobby Management feature is a lightweight, branch-friendly tool that helps financial institutions better understand foot traffic and service flow.

Built for Real-World Branches

From walk-ins to appointments, this tool provides visibility into who's visiting and how long they're waiting - without the need for separate software or devices.

Lobby Management Features

  • Sign-In Tracking. Record who visited, what they needed, and how long they waited.
  • Front Desk Visibility. Staff know exactly who's waiting and who's next.
  • Branch Comparison Reports. Identify trends across locations and improve staffing decisions.
  • Audit-Ready Logs. Review past lobby activity and export for compliance or performance reviews.
  • Optional Notifications. Automatically notify specific staff when a visitor signs in.

Integrates with Internal Tools

This feature ties directly into your intranet's Employee Directory, Help Desk Ticketing, and Internal Forms - making it easy to track follow-ups or assign service tasks post-visit.

Fast, Simple, and Staff-Friendly

No kiosks or special hardware required. Just a browser. Whether it's a receptionist managing the flow or staff checking on appointments, everything is streamlined and secure.

See How It Works

Request a demo or watch the overview video to see lobby tools in action.

 
 
 
 
 
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Choose what
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Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
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✓ Teams.
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Fully integrated.
 
 
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exposure. Your data
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