Merchant Level Settings
Using Qudini in Head Office
- Zoom Integration
- Video appointments
- SMS character limits
- 8x8 video appointments
- Set up Join by SMS (Text to join a queue)
Merchant Admin
- How to Create and Manage Products
- Managing your merchant details
- Customer Questions - Adding Questions to ask your customers
- Add Outcomes for staff to capture results of customer transactions
- Create SMS templates for staff members to send to customers
Analytics
Bookings Manager
Merchant Admin Users
Online Booking Interface
Venue Users
Venue and Queue Level Settings
Using the Qudini app
Servers
Desktop App
- Understanding My Customer
- The main Qudini interface
- Add a walk-in customer
- Serve a customer
- Recording outcomes of service
Store Team App
- Changing the your app URL
- Adding a walk-in customer
- Creating an appointment
- Serving an appointment
- Mark a customer as a no show
Concierge
Desktop App
- Add walk-in customers to the queue
- Serving a customer
- Creating a customer appointment
- Setting an advisor as unavailable
- Re-allocate a customer to a different advisor
Store Team App
- Setting Availability - Server permission
- Setting availability - Concierge
- Adding a walk-in customer to the queue
- Creating an Appointment
- Mark a customer as a 'No-Show'
Implementation
Implementation steps
Implementation Individual Articles
- Implementation: Qudini Solutions and Data Subjects
- Implementation: Qudini Company Terms and Policies
- Implementation: In store POS Suggestions
- Implementation: Ensuring GDPR compliance when using Qudini
- Implementation: How to promote your appointment booking offering
Implementation Individual Articles - IT/Technology
- Implementation: Qudini Platform Security
- Implementation: Whitelisting and Deploying Qudini
- Implementation: Accepting Appointments from your website
- Implementation: Qudini Standard Online Appointment Booking Interface
- SSO / SAML Authentication - Administrator Setup Guide