Navigating the Queue
Clicking on a customer will bring up the Customer Details:
Serving A Customer Appointment Booking
To serve an appointment, it first needs to be marked as Arrived and assigned to an Advisor.
If you are using Staff Availability for bookings, then bookings will automatically be assigned when the appointment is created. The assigned advisor will be shown on the customer tile and in the customer details. However you can update the advisor before commencing the appointment.
When the customer is marked as Arrived, the Serve button will be shown. Pressing Serve will start the appointment.
Open the customer details > assigned an advisor > mark the customer as arrived > press Serve
Finishing an appointment booking
When the appointment is over and the Advisor is ready to be assigned to a new customer.