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Front Desk Setup in XM

Learn how to setup and configure Eber Front Desk in XM, including desk creation, feature settings, role access, and security options – so your staff can start using the Front Desk efficiently.

Joey Ng avatar
Written by Joey Ng
Updated in the last 15 minutes

Overview

Before using Front Desk Web, desks must be configured in XM. This guide helps admins create, manage, and customise desks for staff use.

Creating a New Front Desk

Allows admin to create and configure front desks that will appear in the Front Desk Web interface.

  1. Login to Eber XM

  2. Navigate to Channels → Front Desk

  3. Click Create

  4. Enter Name and Description

  5. Click Submit → redirected to Edit Desk

  6. Click Save to complete setup

Remarks: Only saved desks appear on the Front Desk Web interface.

Edit Front Desk Details

Allows admin to edit front desks that will appear in the Front Desk Web interface.

  1. Navigate to Channels → Front Desk → Edit

  2. Update Name, Description, and Status

    • Checked = Active (displayed in Front Desk Web)

    • Unchecked = Hidden (not displayed)

  3. Set Primary Colour / Button Settings:

    • Button Colour

    • Button Background Colour

    • Button Border Colour

    • Button Text Size

    • Button Border Radius

    • Button Font Weight

  4. Upload Cover Photo (if empty → default to primary colour)

  5. Update Desk Icon (if none selected → default star icon)

  6. Configure Role Settings:

    • Select which roles can access specific desks. If empty, all roles have access

    • Not mandatory; multiple selections supported

  7. Enable or disable Require Passcode When Exit:

    • If enabled → passcode required when exiting desk

Feature Settings

Edit CRM Feature Settings

  1. Navigate to Channels → Front Desk → Edit

  2. Under Feature = CRM, click Edit

  3. Update Feature Name and Icon for the CRM Search button in Front Desk Web

Edit Member Lookup Feature Settings

  1. Navigate to Channels → Front Desk → Edit

  2. Under Feature = General, click Edit → redirected to Feature Settings

Feature Settings (Member Lookup)

Manage the general member lookup button and search options.

  1. Update the Member Lookup feature and icon

  2. Option to enable Search by Reward / Voucher Code:

    • Once enabled, admin can rename button for Reward / Voucher search

    • Allows searching gift card, reward, or store card depending on enabled options.

Feature Options

Define which features are supported in the front desk and configure the required input fields for each transaction.

  1. Enable or disable the following toggled as needed:

    • Gift Card Feature

    • Point Feature

    • Reward Feature

    • Store Card / Voucher Feature

  2. For each enabled feature, specify required input fields for each transactions.

  3. Available field options include:

    • Transaction No.

    • Transaction No. (As Number)

    • Passcode

    • Pax

    • Duration From / To

    • Amount

    • Receipt Image

  4. Check to make any field mandatory, and rename the field if desired

  5. For Points Feature, optionally enable Allow Expired Membership for Points Issuance

Remarks:

If "Allow Expired Membership for Points Issuance" is disabled, issuing points to expired members will trigger an error prompt.

Search Method

  1. Select one or more of the following:

    • QR code

    • Phone Number

    • Email

    • External Member ID

Key Notes

  • Staff passcodes must be unique across the business

  • Changes made in XM reflect in real-time on Front Desk Web

  • Guide will be updated when enhancement are made

Click here for more info:

Eber Front Desk Guide

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Eber Front Desk
Front Desk Web
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