Enabling Outcomes for venues

Outcomes allow your staff to report the results of interactions with customers. Outcomes must be created at a Merchant Admin before they can be applied within a venue. Once they are created by the Merchant Admin, outcomes can be applied to a specific product in a queue.

When enabled, the option to report outcomes appear in a popup dialogue box after a staff member clicks ‘finish’ on a customer interactions. The staff member then has the option to report single or multiple outcomes against that customer.

Servers and Concierges can be prompted to report outcomes, for both appointment booking and walk-in customers

Outcomes will be shown in the reporting dashboards, emails and in the raw data against each customer. 

Please note:

In you are venue level user, you will not be able edit products that are set up at merchant level for your organisation. Only a Merchant Admin will be able to make adjustments and add outcomes to products that are set up at merchant level.

Applying outcomes (Merchant Admin only)

Once an outcome has been created by your Merchant Admin it will need to be assigned to a product that is already in set up in Qudini.

To assign an outcome to a product, first 

  1. Navigate to Main Settings > Products

  2. Click ‘Edit’ on a product

  3. Click the drop down box under ‘Visible Outcomes’

  4. Select the Outcomes for that Product, then click ‘Save’

You can incorporate Target Outcomes or Outcome reasons into each product:

  1. Click ‘Edit’ on a product

  2. Select the outcomes as before

  3. Select ‘Target Outcomes’ and choose the outcomes that are positive (outcomes that Servers should be aiming to achieve from the transaction)

  4. Click set under reasons, this is where you create a list of reasons to select is if you did not achieve a target outcome. 

You can enable ‘allow custom reason’ to allow staff to type their own reason when a Target Outcome is not selected. 

This setting is located in Main Settings > Outcomes

Setting up outcomes Queue level (Venue Admin)

Once the outcomes have been created and assigned to the required Products, you will then need to go into your queue and configure how they are captured and reported.

These settings are found in the following section:

Admin > Select your Venue > Select your Queue > Outcomes Settings

  1. Enable outcomes for this queue - select this to enable Outcomes.

  2. Enable outcomes for - You can choose to set Outcomes for Booking or Walk-in customers.

  3. Show outcomes popup when ending a transaction - This enables the Outcome popup box when the staff member clicks ‘finish’ on a customer transaction. Without this setting, staff will need to report Outcomes by going into the ‘history’ page and locating the customer.

  4. Force advisors to report outcomes - This means that you must report at least one Outcome against a transaction when the popup appears.

Visible Outcomes - This will allow you to enable/disable outcomes on a queue by queue basis. Changing Outcomes here will only impact the venue you are in, as opposed to editing the whole Product in the Product Settings (which would impact all queues with that Product).

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