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Call Center Module

Staff App: Call Center Module

Written by Scott Pfeifer

Overview

The Call Center is a module where staff may easily look up existing and create new tickets and appointments on a customer's behalf across all the locations of an organization without needing to have been provided full access to those locations.

Look Up Customer/Appointment

Select the Look up Client/Appointment button to search for tickets and appointments by customer first name, last name, phone number, and/or email address.

Book Customer Appointment

Select the Book Customer Appointment button to book an appointment on a customer's behalf.

Add to Walk-In Queue

Select the Add to Walk-in Queue button to create a ticket on a customer's behalf.


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