How to create/configure a queue
First, you must create at least one queue service. To do so, go to the "Services" tab and follow the usual service creation process, making sure to select "Queue" as the booking type:
Once complete, navigate to the "Calendar" tab, click the schedule icon in the top left corner, then select "Queueing."
Enter your queue settings:
Date [read-only, set to the current day]
Start/end time
Personnel
Select the personnel that will offer services for the entirety of the queue duration.
*Note: Only staff members that are assigned to services of type "Queue" can be chosen.
*Note: enable the "Show only Personnel working today" toggle to only display staff members that are available during the day.
Once your settings are configured, make sure to save your changes.
How to add a client to a queue
To manually add a client to the queue, click the "Add to Queue" button in the top right of the screen:
Service: Choose the service to be offered; only services of type "Queue" will be displayed.
*Note: the service cannot be edited once the client has been added to the queue.
Estimated duration [read-only]. The service's duration (Services > Service details).
Price [read-only]. The service's price (Services > Service details).
Queue Details
Estimated Wait Time (in minutes) [read-only]. See here to learn how wait time is calculated.
Estimated Service Time [read-only]: the estimated time at which the service will be offered (based on the estimated wait time).
*Note: When a client is added to the queue, they will receive an email containing their estimated wait time and approximate service time and/or an SMS (if chosen) containing a link to the tracking page. This information is also displayed in the queue list, so you can share it with the client right away if desired.
Client Details
First Name and Last Name
Mobile number (mandatory if "Send SMS reminder" box is checked)
Phone number
Send SMS reminder (checkbox)
Email (mandatory if "Send email reminder" box is checked)
Send email reminder (checkbox)
Additional Request (visible to the client)
Ex: "Mrs. Johnson would like perfume samples before she leaves."
Quick note
This section can be used to record any details that may be helpful for yourself or fellow staff members. Ex: "Client is wearing a red scarf and blue blouse."
*Note: This note is not visible to clients.
Once complete, make sure to save.
Queue actions
How to assign a Staff member to a queue booking
When you are ready to service a client, assign a staff member to their queue booking.
Right-click a queue booking, then select "Assign personnel".
*Note: it is possible to change the assigned personnel of an ongoing booking. The booking will be shown in the booking history of the staff member that was assigned at the time the booking was completed.
*Note: you will only be able to assign staff members that are currently available. Staff members are considered unavailable if they are assigned to an ongoing queue booking or a scheduled appointment/group event, or have a busy time slot.
How to edit a queue booking
Right-click a queue booking, then select "Edit".
The following elements can be edited:
Client
Email/SMS reminder checkboxes
Additional request from client (visible to client)
Quick note
*Note: bookings with status "Cancelled" or "Completed" are not editable.
How to remove a client from a queue (i.e. cancel a queue booking)
Right-click a queue booking, then select "Cancel". The client will be immediately notified.
How to unassign a staff member from a booking
Right-click a queue booking, then select "Unassign Personnel". The booking status will change to "Waiting" (or "Client arrived" if previously set).
How to move a client to the top of the queue
Right-click a queue booking, then select "Move to top". This will place the client at the very front of the queue.
*Note: Moving a client to the top will increase the wait time for all other clients currently in line for that service.
How to edit a queue
Select the queue config icon at the top left of the screen:
You can edit the following elements of a queue:
Start time
*Note: Cannot edit the start time if there are any ongoing bookings.
End time
You may remove staff members from the queue once created; any ongoing queue booking currently being served by the removed staff member will not be affected.
*Note: it is not possible to create multiple queues in the same day; however, if this is your goal, simply extend the current queue by editing its end time.