Here’s how staff members manage and serve customers using the system:
Step-by-step process:
1) Call the customer from the waiting list
Staff members see a list of waiting customers in the Call Screen.
They click on the customer’s name to call them when it’s their turn.
2) View customer details
Once the customer is called, their details appear on the screen.
Staff can review the required information to provide the service properly.
3) Take action based on the situation:
If the service is successfully completed:
Mark the service as Closed to remove the customer from the waiting list.
If the customer needs to be served at another counter:
Use the Transfer option to move the customer to the next counter or staff.
If the customer does not show up:
Mark the ticket as Missed so it’s recorded properly in the system.
4) Sign out
After completing all calls and serving the customers, the staff member can sign out from their account to end the session.
This flow helps staff manage queues efficiently, keeps customer data updated, and ensures that each service step is properly recorded in the system.