Serve a customer

Once a customer has been added to the queue and it is time for them to be served, there are 3 ways to do this:

  1. Serving the customer through the serve action button

  2. Serving the customer through the customer details pop-up

  3. Using the next feature on my customer

Action Button - Serve

Once you are ready to serve the customer, you can select the serve action button on the customer tile. 

You will subsequently be presented with a pop up where you can assign the customer to the relevant team member and begin the appointment. 

Customer Details - Serve

Alternatively, you can click on the customer tile which will present you with any additional information on the appointment in the form of a pop up.

From the pop-up you can assign this appointment to the relevant team member and then click the serve button to start the appointment. 

Next Customer - Serve

To start serving the next customer, simply press the Next button, which will assign the next customer in the queue to you.

Did you find it helpful? Yes No