Quick Action Buttons

Quick action buttons provide users with fast, one-tap access to frequently used features or tasks. The main purpose is to: save time by reducing the number of steps to complete a task, improve efficiency for both users and teams, or highlight key actions that are relevant to daily operations. You can add up to four Quick Action Buttons to your app's homepage. 

Create Quick Action Buttons

1. Navigate to the Engage module of your dashboard.
2. Click on the App Home Screen sub-page.
3. Click on Setup Quick Action Buttons in the upper right.
4. Configure each Quick Action Button by adding the following information for each:
   • Action Button: Select the desired action, such as:
     • Amenity Reservation General
     • Amenity Reservation- Specific Amenity
     • External Link
     • New Service Request
     • New Service Request- Specific Issue Type
     • Visitor Management
   • Additional Field: Based on your selected action, enter a URL or choose the specific amenity or request type from the dropdown.
   • Action Button Text: Enter the label users will see on the Quick Action Button.
   • Button Visibility: Configure who will see this button.
     • All roles (default): By default, Quick Action Buttons are visible to all of your users.
     • Internal Team Only (Staff & Employees): Select this option if you want the Quick Action Button to be visible only to your building team members.
5. To add another button, click Add Additional Button and repeat step 4.
6. To view and check your quick action buttons, open your building app and refresh by pulling down from the top of the screen.