SET-UP | Enabling Store Queueing

The Platform allows Retailers to seamlessly introduce Virtual Queueing within any of their connected stores/branches. The Steps below will walk you through how to enable virtual store queueing for each of your retail stores/branches.

High Level Steps to launch Virtual Queueing:

1. Enable Store Queueing from HQ Admin

2. Define Reason for Visit categories/subcategories (these are what get selected by store visitors when they join the queue)

3. Add/Upload Retail Admin users (or set-up SAML integration for store/branch staff)

4. Enable Store Queueing for each connected Store/Branch (as required)

[ADMIN USERS ONLY]

STEP 1 - Enable Store Queueing within the Platform:

1. Login to HQ ADMIN & Click on PLATFORM ADMIN (bottom of the Left Hand Nav menu).

2. Click on 'Queueing / Appointments'

3. On the 'Queue Settings' page, toggle Enable Store Queueing to the ON/BLUE position (see screenshot below)

4. Leave all the Queue Management Settings as is, you can refine these settings (if required) during testing/UAT.

STEP 2 - Define 'Reason for Visit' Categories/Subcategories

1. Next Click on 'Shared Settings' Tab

2. Scroll Down to the Reason for Visit Data section

3A. Add New Reason for Visits Categories (i.e. what gets selected by Visitors when they join the queue)

3B. Add New Reason for Visit Sub Categories under the Categories (if required)

4. Once again you can refine these later (learn about MORE ADVANCED SETTINGS here)

NEXT STEP > ADD UPLOAD RETAIL ADMIN USERS