There may be times when the service of a customer has already commenced before the customer’s details have been entered into Qudini. For example, there is no queue and the customer walks up to the advisor who starts serving. On these occasions you want to record the fact that the advisor is serving so that wait times for future customers are accurate, as well as analytics of the number of customers served.
As a concierge you can assign an ‘anonymous customer’ to any advisor from the Advisor tab.
To assign an anonymous customer, find the advisor you wish to assign the customer to and press the ‘+’ button. This will open the Assign Anonymous Customer pop-up.
From here you can select the product that the customer is being served in relation to and then the selected advisor will automatically start serving an anonymous customer.