SET-UP | Adding 'Reason for Visit' Categories & Sub-Categories

When a store visitor Joins the Queue, they need to provide a Reason for their Visit. The selected reason for visit is used to determine the serve time, which in turn is used to update the store's Estimated Wait Time for customers that join the queue after the current visitor. 

Reason for Visit is also used within Retail Insights to identify the most common reasons why customers are visiting stores/branches & also to track whether specific issues are being resolved or not.

The attached spreadsheet, contains example Reason for Visit values for the telco & banking sectors.

After installation, the platform comes pre-populated with the following 3 Category Filters. Please feel free to update these as required for your specific use case (simply select 'Manage' when viewing the Category Filters within the drop down menu):

1. I'm a New Customer
2. I'm an Existing Customer
3. I'm a Business Customer

This is the 1st drop down menu presented to Store Visitors. The following drop down menu is determined based on which of the above Category Filters have been assigned to the selected Filter.

> Select 'ADD NEW REASON FOR VISIT CATEGORY' (e.g. Click & Collect, Category 1 & Category 2 in screenshot below) to Add New Categories.

> Next, select 'ADD NEW SUB CATEGORY' if you would like additional options nested within a specific category (e.g. SubCat-001, SubCat-002 & SubCat-003 in the screenshot below)

> And Finally, click on the Category Name & Add the Respective Category Filters to each of Reason for Visit Category that have been defined (see Category Filter column in screenshot below)