If your location has enabled multiple lines, Clerks can select services they provide. By selecting and unselecting lines, you can see waiting list of visitors who are queuing up for certain lines.
This is necessary when you use TV to direct visitors to go to certain desks.
See TV settings to see how it can be displayed on TV.
To enable or disable Desks, go to Desk settings in Location.
Notifications when a visitor signs up and you are open to serve.
Call next- to call the next visitor in line to the serving desk.
- to recall a certain visitor.
- to mark a certain visitor has not showed up.
Mark as Served
- to mark a certain visitor as served.
Time Icon - Shows how long a certain visitor has waited.
Mobile icon – Indicates a the visitor signed up through mobile App.
Line name – Indicates the service the visitor is expecting.
Click on visitor info in waiting line you can:
Call – Select a visitor and call for service.
Remove – Delete visitor from waiting line without calling for service.
Edit – Edit visitor details.
Label – Add labels regarding a certain visitor.
Assign to... – Assign to specific user.
In the Service screen, you can add a Ticket by adding the visitor by name.
In the Service screen click Add.
Fill in necessary info about the visitor.
While adding the ticket you can use the Labels field to add information that can help other consultants identify the person, or to share additional information about the visitor that you may have captured.
After clicking Add, the visitor is successfully added to the waiting list.
When you have added your visitor, you can click on their name in the queue and click to "Assign to…" a specific user.
Configure Ticket Fields
This option is only available for you if your role is Owner, Admin or Location Manager.
When Adding a ticket, you are able to 'Configure fields' by clicking the option at bottom right. This will open a popup window with options for fields you can add such as Text fields, Phone number, Hyperlinks, Dropdown options or any additional information you may require from your customers.
Go to your Service screen and click Add to add a user Ticket
When the screen pops up you can add information to the Ticket
You can configure fields by clicking on the option on bottom right of pop-up screen
It will open another screen where you can manage Ticket fields