The Service View guide

The Service View is the primary tool of customer service. This is where you can see all the visitors in line, call them for service, and fill in their information.

Filter lines and select a desk

When working with the Service View, from the top left corner make sure to select the lines which visitors you want to see and, if applicable, select your desk:

You can search through line and desk names to find what you need quickly in the line and desk selection. While you can select multiple lines by clicking on line names, you can also click on SELECT ALL or NONE options.

Add a visitor

You can add a new visitor to the queue by clicking on the +ADD VISITOR button in the bottom left corner. If you have an iPad connected, a QR code, or a Visitor website set up, then the visitors can sign in by themselves.

Fill in all the information as indicated in the empty fields:

When finished with entering information, click on the green button called ADD VISITOR TO QUEUE at the bottom of the window. Alternatively, hit Enter on your keyboard.

Call a visitor

To call the first visitor, click on the bright green text at the center of your screen. 

Alternatively, you can select a specific visitor from the ticket list on the left. Clicking on a name will open up that visitor's ticket details. To start serving this visitor, click on the green button CALL VISITOR at the bottom of the view.

The TV will display the called visitor's name as well as the desk they should go to.

Note that the bar at the center top of the Service View indicates a visitor's status.

Finish serving a visitor

When you're done serving a visitor, click FINISH SERVING THIS VISITOR or click CALL NEXT to mark the current visitor as served and also call the next one. 

Additional queue management actions

Clicking the three dots sign next to CALL NEXT offers more queue management actions:

• Call Again - The TV displays the call notification again. (only available when TV is connected)

• Assign To - Assign the visitor to a specific clerk.

• Forward - Places the visitor into a different line

• No Show - Marks the visitor as missed their turn.

• Return to Queue - Places the visitor back into the same line.

  

• Remove - Deletes the visitor from the queue.
  To remove a visitor first, return them back to the queue, then click on their name. Click on the delete icon in the bottom right corner.

Reorder visitors in the queue

You can change the order of visitors by re-ordering their ticket cards. To do this:

1. Click and Hold the ticket card you want to move.
2. Drag it up or down the queue.
3. Release when it's in the right spot.

✅ The list will automatically scroll if you drag towards the top or bottom — perfect for longer queues!

Add and edit Ticket information

Display extra information on the waitlist

If you wish to see specific Input Fields or Labels in the left-hand waitlist, Location Manager users can choose what information to display by clicking on the gear icon next to Serving Now.

Once you click on that icon, you can select and deselect the information you wish to display on the waitlist. 

NB! Any change you make will affect all clerks at the current location.

Activity Log

 Read more about working with Ticket in our article 📖 Ticket details overview

Completed

The Completed section displays today’s Served visitors, No-shows, and Removed visitors in your location. It displays completed Visits for visitors who signed in or were added today.

Under the Completed section, you can see who finished the Service, labels for status, and timestamp. Click on the ticket card to see the visitor's details and edit the information.

Additionally, you can receive text messages from visitors after completing the Service and send a reply from the Activity & Messages on the Service View.

A notification will be displayed for visitors who have unread messages under the Completed section.