Queue Management

Queue management

    Run a well-organized queuing system for organizations with multi-locations. The queue management intelligently uses real-time data to start the countdown to manage the client and ensure clients are attended with in the defined wait time. The queue management system is configured to view the estimated wait time at a glance and generate tokens. Let’s you add walk-in appointments and add them to the queue by capturing client’s basic information like name, phone, email, services and more. You can manage your queue by following these steps.

Queue

    A queue works almost on the same methodology used at banks or supermarkets, where the customer is treated according to its arrival.

Create a Queue

  1. Click on the app launcher and click on queue tab
  2. To create new record and click on new button and select record type as resource service
  3. Enter queue name and select Location for which queue is created and Select status as active
  4. Select the Type of the queue whether it is a standard or a VIP queue.
  5. And click on save button to create a record.


Queue Allocation

    Queue allocation is nothing but allocating the queue based on there services and there resources.

Create a Queue Allocation

  1. Click on queue tab and select any Queue record
  2. Navigate to the related list of Queue tab
  3. Once in the related list section, find the Queue Allocations and click on new button
  4. And enter Queue Allocation name and Select Queue
  5. And select service to allocate in the queue
  6. Select resource to allocate in the queue and check active checkbox
  7. And save the record to create queue allocation


Arrival check in for queue process

    Check-in is the process whereby people announce their arrival at a hotel, airport, hospital, seaport, or event.
  1. Click on location tab and select any created location
  2. It will navigate to the location page on top right corner click on drop down list and select arrival check in button. You will be presented
    with the screen below.
  3. Enter last name, phone number or email or reference and click on check in button.
  4. And it will navigate to the token page and generate the token and it will added to the queue. And you will be presented with the screen
    below:
  5. Click on print button to receive your token or click on finish button.

Queue management

  1. Click on the location tab and select the location record
  2. On the right hand side click on queue management button.
  3. To manage the queue for a specific place, select the Location.
  4. To be more precise on the queue management select the Services and Resource.
  5. Select the appointment of the day from the search bar. You can search by reference number, name and phone.
  6. Once you find and select the registration, the details will auto populate and you can click the “Add to Queue” button to add the registration to the queue.
  7. The left had side panel shows all the registrations in the queue along with the waiting time.
  8. When the expert serves the appointment, it will be out of the queue automatically and queue gets refreshed with the updated wait time across each appointment.

Workbench

Workbench is for the service provider where Resource can manage their customer appointments.

    1. Click on app launcher and select workbench. You will be presented with the screen shot below:
    2. You can also filter the Location, Program, services, team and resources.
    3. You can also manage the registration by clicking on serve now button all the details gets populated on information.
    4. And you can also reschedule ,no show and cancel your appointments by clicking on action button
    5. Click on finish button to complete your service.

 

Queue Wait List

Queue Wait List is the process where waiting time of the people at a hotel, airport, hospital, seaport, or event is been displayed.

    1. Click on location tab and select any created location
    2. It will navigate to the location page on top right corner click on drop down list and select Queue wait list  button. You will be presented
      with the screen below.
      3.Here you can find the waiting time which will be running for a particular appointment.
      4.Once the appointment has been started it will display the total waited time.
      5. And finally when the Appointment is completed that token number will be removed from the wait list

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