How to add, disable, and delete services.
In Qminder, waiting lines/ service lines are defined as Services. The best way to differentiate your waiting lines is to configure Services. This allows you to triage your visitors, direct visitors to the right desk, and differentiate your data better.
The service overview and settings can be found under the Locations tab. Click on the location's name, which settings you wish to change, and then select LINES.
ADDING SERVICES
To add a new Service, click the + New Service option from the top right corner or the bottom of the page.
Name your service, assign a color, and click Save to create the new service.
Service colors appear the same across the Data Insights and Service pages. This makes identifying visitors based on their service line faster and easier.
Once you have created lines, keep in mind:
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You can always edit and update the lines in real-time
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The same lines can be shown as options on the sign-in iPad
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You can dedicate the TV to show only one specific waiting line
EDITING SERVICES
To edit an existing Service’s name or color, click on the service you wish to edit. You can also hover over services and click the Edit icon from the right-hand corner.
You can also drag and drop service names to re-arrange the order based on priority or other factors. The services appear in the same order on the Service page, Line selection view.
DISABLING/ENABLING SERVICES
⭐ Services can be disabled and enabled for temporary cases where Managers or Admins need to close specific services for a short time, such as when the service capacity is full or the service is on hold for other reasons.
To Disable or Enable a service, use the toggle bar under the Status column.
A disabled Service will not be shown on the iPad service selection nor in the Service View page.
NB!: A location requires at least 1 active Service at any given time.
ARCHIVING/UNARCHIVING SERVICES
⭐ Archiving a service (line) is useful for long-term or permanent cases where Managers or Admins need to close specific services for a longer time, such as when a service is not available anymore.
To Archive a service, choose a service from the list by clicking on the check mark box and choose Archive from the bottom menu. You can also hover over the service name and click on the Archive icon from the right-hand corner.
NB!: You can only Archive a service when no visitor is waiting or being served within it.
To see the Archived services, change the filter from the top bar and choose Archived from the list.
To Unarchive a service, first apply the Archived filter from above, and after that, choose the archived service from the list by clicking on the check mark box. Choose Unarchive from the bottom menu.
You can also hover over the archived service name and click on the Unarchive icon from the right-hand corner.
NB! Archiving a line will still reflect that line's visitor data in the Team Performance tab and Team Member Details page.
This is to ensure that users' performance data is not affected by archiving a line. If you need to exclude certain visit data from either the Team Performance or Team Member Details page, then you can do so by adjusting the time frame respectively.
APPLYING BULK CHANGES
⭐ You can change the Status of multiple services (lines) at once or Archive them together.
To do this, choose services from the list by clicking on the check mark boxes and choose the action you want to complete from the bottom menu.
