Table of content

S.no Topics Page no.

1. How to generate a ticket 3 to 4

2. How to call the next token number 4 to 5

3. How to make online booking 6 to 8

4. How to add categories/services that are being 9 to 10

provided

5. How to add counters 10 to 11

6. How to add staff members 12 to 13

7. How to check monthly reports 13

8 Settings

8.1 Account Settings 14

8.2 App Settings 15

8.3 Addons 15 to 16

8.4 Booking Settings 16 to 17

8.5 Category Screen Settings 18

8.6 Call Screen Settings 18 to 19

8.7 Call Transfer Settings 20

8.8 Dashboard Settings 20 to 21

8.9 Display Settings 21 to 22

8.10 Language 22

8.11 Logo Update 23

8.12 Manage form input 23 to 24

8.13 Notification Settings 24

8.14 Printer Settings 25

8.15 SMS API Integration 25

8.16 Screen Templates 26to 27

8.17 Ticket Screen Settings 28 to 29

8.18 Staff Screen Settings 30

8.19 Colour Setting 30 to 31

8.20 Validation 31

8.21 Visitor Screen Settings 32 to 33

8.22 Email Template Settings 33

8.23 SMTP Settings 34 to 35

9 Product updates

9.1 Generate QR code 35 to 36

9.2 How to assign roles? 36 to 37

9.3 Non-Operation Hours Screen Configuration 37

9.4 Message Templates

How to generate a ticket?

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Staff can create a ticket for the visitor from generate ticket option
A visitor can also create a ticket for themselves from ticket secret

3
Go to Link >> Generate Ticket

Select walk in if the visitor comes on real time or can select the appointment if they already
booked for it and it can be converted into queue

Select the category where visitors needs to visit

4
Enter the details and the queue will be generated

How to call the next token number?

After this staff can call to this visitor and start service from call screen

Click on Calls

Select the counter, click on Next button to call next visitor

5
Staff can start the call, skip the call, recall the same visitor, move back also can transfer the
queue to another counter or department

6
How to make online booking?

Make online bookings easily go to Booking >> Online Booking

Select the category where visitor needs to visit

Here you need to put the visitor details and the appointment date they need to visit on
Click on submit

7
Staff can check the booking list and can convert into queue on scheduled date by using
REFID

Click on Link >> Generate ticket

Select the ticket mode as appointment

8
Enter Booking ID or Email Address

Proceed further with the client details and click on submit, the appointment will be converted
into queue

And staff can start servicing from call screen

9
How to add categories/services that are being provided?

Add categories/services that you provide so the visitor can book accordingly

Go to category

Click on ADD

Put category name

Enter acronym
Select where you want it to be displayed, Transfer and ticket screen, Ticket screen or only
on Transfer screen
Display for walk in & appointment screen, walk in screen or only appointment screen
Display on backend and appointment section
Backend screen or Online screen

Click on Ok and category would be added

Level 2 and level 3 ( sub categories ) also can be created and visitor can select where
exactly they need to visit

10
How to add counters?

You can add counters so while calling a queue staff can select the counter number according
to the category being selected

Go to Counters

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Click on ADD

Enter the counter name or number and select whether you need it to be display on display
screen

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How to add staff members?

Add staff members who can call the visitor to the right place

Go to Staff and click on ADD

Enter staff details Name,contact, email and create username and password for the staff
member to login into the software
Assign the counters and the categories to the staff members

13
How to check monthly reports?

You can check the report the moment you need to check how many queues have been
generated on particular day or month or need to check staff performance, category

Go to Report click on Monthly Report

Can be export as well

14
 Settings

Account Settings
Under account settings you can update your
1. Business Name,
2. Email,
3. Contact
4. Address
5. Language preferences
6. Country
7. Timezone settings along with that can set sms reminders for the patients
before queue, estimate time, theme colour, font colour and button
colour also some other settings such as category start/end time with
limit option, booking system, integration with smg, appointment
integration and calculate estimate waiting time.

15
App Settings

Under App settings you can set whether you need :

1. Card scanning
2. View ticket option for category
3. Card format- how you would be needed by default or premium
4. Show ticket time

Addons

Easily integrate Okta and google authenticator. You can enable these
integrations if you want your customers to start using these features

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Booking Settings
From booking settings you can enable the booking option to create the
booking for the customers. You can set weather you want to show:

1. Convert appointment to queue form

2. Booking email disclaimer
3. Edit/cancel booking for the customers and show booking confirmation
page
4. You can set minimum as well as maximum advance booking hours/day
with reminders
5. You can select whether you need custom booking id or should booking
convert manually
6. According to your need you can add convert appointment input
7. You can enable/disable the online booking disclaimer

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Category Screen Settings
In the category screen setting you can select whether you need to show
start/end time, you can keep it yes if needed otherwise no

Call Screen Settings

Here under call screen setting you can set each setting of your call screen
You can keep the options Yes/No as per the required

1. Reset Current Serving Call Option :You can select Yes if you need to
reset current serving call
2. Counter change option
3. Need staff ratting
4. Need manual ticket generate option on call screen
5. Ticket generation link
6. Need to hide waiting time on call screen
7. Display cancelled queue on call screen
8. Display served queue on call screen
9. Show transfer option on call screen
10. Show total served section on call screen
11. Break, start/close button option
12. Display msg for call and sound notification and more

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Call Transfer Settings
Under call transfer setting you can have the options to transfer counters

1. Counter Transfer Option

2. Category Transfer Option
3. Walk in / appointment Transfer Option
4. Show login counter only

Dashboard Settings
On the dashboard setting you can select
1. Dashboard versions such as dashboard v1,v2.
2. You can set minimum as well as maximum wait time alerts
3. You can set minimum and maximum transaction time alerts
4. You can select whether you need to show counter call status

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Display Settings

Under display settings you can have some options where you can enable the
1. Customer name to be displayed on display screen,
2. need mobile screen,
3. show skip and waiting call,
4. skip closed call from display screen
5. display screen tune
6. Show queue and missed queue number on display screen
7. Fullscreen option

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Language settings
In these settings, you can add various languages of your choice.

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Logo Update

Under logo setting you can add or update your business logo anytime

Manage Form Input

Here you can create/add more fields for the client to fill while generating the
ticket as name and contact would be by default added you can add other fields
such as email, division number whatever you need and also can set it as
mandatory or weather you need to show this only on ticket screen,
appointment form or conversion form

23
Notification Settings

Under notification settings you can enable/disable any notification anytime

according to your requirements

1. Reminder SMS to customer

2. Next call SMS to customer
3. Booking SMS to customer
4. Feedback System
5. Feedback,ticket and reminder email notification

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Printer Settings

Under printing setting you can select any printer type and if need to enable
printer option for staff

SMS API Integration

You can integrate SMS API in the system in order to receive SMS from the
panel. Need to add api details the parameter keys and your clients will get the
notifications for the tickets

25
Screen Templates
Under screen templates you can have different type of display screen, you can
select any of these as per your requirements like how you want it to be
displayed

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Ticket Screen Settings

Under the ticket screen you can enable/disable the options anytime you want.

1. you can enable show token popup on ticket screen

2. Queue Form Display
3. Category Order By Name
4. Name Display on Ticket
5. Logo on Ticket Screen
6. Company Name On Ticket
7. Can create multiple tickets with the same number
8. Display Panel Name On Ticket
9. Redirect to other website, show qr code
10. Show Progress Bar

Along with these settings we can have some other settings too such as token
number digit that you can select. Web link and message template you can add

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Staff Screen Settings

You can set up staff screen where you can set

1. Password setting basic or strong

2. Unique id
3. Show counter on call screen

Colour Setting
Under colour settings you can set

1. Colour for queue screen page layout

2. Categories background layout
3. Buttons layout and Text layout

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Validation Settings
Under validation setting you can set contact number limit

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Visitor Screen Settings

You can set up your visitor screen where you can set
1. Time
2. Background colour
3. Font colour

Email Template Settings

Under email template settings you can add or update the mail templates like
1. Ticket generation template
2. Service call template
3. Service Recall template
4. Feedback Message
5. Call Skip template
6. Booking Confirmed
7. Booking Rescheduled
8. Booking Cancelled
9. Reminder Template

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SMTP Settings

Here you can add name, email, host name, port, username and password

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Product updates

Generate QR code
The steps of generating QR code :-
1. Go to settings.

2. Click on admin settings.

3. Then select generate QR code.

4. Click on the Print button to print the QR code.

34
How to assign roles?
The steps of assigning the roles to the staff:-
1. Click on add button to add roles.

2. Enter the name and description (optional).

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 3. Click on the tick box to assign the permission.

4. Click on the “Save Changes” button.

5. Now, you can assign the role while adding the staff.

To know more, Please click on this link:- https://youtu.be/vpje7TEDc-0

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Non-Operation Hours Screen Configuration
Under this screen you can restrict the hours for your clients to generate
tickets.

37
Message Templates
Under this section you can add messages to be sent to visitors automatically
when they join the queue .

38
Ticket Generation Message

An automated sms/whatsapp is sent to every new visitor . You can customize

the auto-generated text from here –

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