Kiosk mode lets a client complete their kiosk-method surveys on a shared device (tablet at intake, waiting-room iPad, etc.) with just a PIN. This article covers the admin setup.
Where to find kiosk settings
Kiosk is configured on the Settings page, on the Kiosk card.
How to enable kiosk mode
- Open Settings.
- On the Kiosk card, flip the Kiosk enabled toggle on.
- Optionally flip Require DOB (recommended). When on, clients must enter their date of birth after the PIN.
- The URL field appears with the full kiosk URL. Use the copy icon to grab it.
Using the kiosk URL on a shared device
Open the copied URL on the shared device and put the browser in full-screen / kiosk mode. The page shows a PIN entry; when the PIN (and DOB, if required) is valid, the device shows the list of pending surveys for that client.
Installing the kiosk as an app
On a tablet you can install the kiosk URL to the home screen so it launches full-screen with no browser toolbar. In Safari use Share → Add to Home Screen; in Chrome use Install app (or Add to Home screen). The installed icon reopens straight to this kiosk's PIN screen.
Important: the installed icon is tied to this specific kiosk URL. If you regenerate the kiosk key, the old URL stops working and the installed icon dead-ends — delete it and re-install from the new URL on every device.
How to generate a client kiosk PIN
PINs are 6 digits and unique within your account. They're managed on the client record, not here:
- Open a client.
- Go to the Detail tab.
- On the Settings card, find the Kiosk PIN row. Click the regenerate button to create a new PIN (level 4+ required).
Kiosk security and PIN uniqueness
- PINs are unique per client within an account.
- Requiring DOB adds a second factor — the person at the kiosk has to know it.
- After a successful submission (or after idle time) the kiosk resets so the next client can use it safely.
How to clear a kiosk lockout
If a kiosk device hits too many failed PIN attempts, its IP is temporarily locked out. When that happens, the Kiosk card shows an Active Lockouts section listing each locked-out IP with its attempt count and a Clear button. Use Clear to release the lockout immediately if it was the result of someone honestly mistyping rather than a brute-force attempt.
Kiosk setup tips
- Use a tablet or iPad with a kiosk-lock app for waiting-room setups — prevents accidental navigation away from the URL.
- Regenerate PINs as needed — the Detail tab's regenerate button makes it a one-click operation for level 4+ users.
- Post a one-page instruction sheet near the kiosk: "Enter your PIN, enter your date of birth, pick a survey, submit."