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General

Customer Site Settings: General

Written by Scott Pfeifer

Validate Customers via SMS Code: Reduce spam and bots by requiring customers to verify their device the first time they attempt join a queue or booking an appointment.

Group Service Types

Joining Queues

Group Type: Choose whether to group service types by queue or by category on the customer site landing page. If category is selected, and only some service types have assigned categories, the ones that don't will show as categories that match their service type name.


Service Type Display for Queue Grouping: When group by queue is enabled, you may choose to show a dedicated service type page for customers to select from instead of selecting service types on the same page where they enter their contact information.


Show Queue/Category Descriptions: You may choose to show queue/category descriptions within their buttons


Booking Appointments

Group Type: Choose whether to group service types by queue or by category on the customer site landing page. If category is selected, and only some service types have assigned categories, the ones that don't will show as categories that match their service type name.


Show Queue/Category Descriptions: You may choose to show queue/category descriptions within their buttons.

Show Appointments First: Choose whether join queue or appointment booking options are presented first on the customer site landing page.

Display Estimated Wait Time and Queue Position in Queue Buttons: Choose whether or not to show the estimated wait time and/or current queue position in the queue selection buttons.

Display Estimated Wait Time and Queue Position on Status Update Page: Choose whether or not to show the estimated wait time and/or current queue position on the status update page.

Customer Self-Hold : Show an I need more time button on the status page customers may select to place their ticket on hold. You may also choose a maximum number of times a customer may place themselves on hold.


Customer Self-Unhold: Hide the I'm Ready button on the status page so customers may not move their queue ticket from on hold to active.


Local Time Zone: Customers may choose to view hours and appointment times in their current time zone if different from the location time zone.

Customer Self-Cancel: Hide the Leave Queue button on the status page for tickets in Being Served so they may not cancel their ticket while being served.


Disable Two-Way Messaging: Hide the message reply field on the status page so customers may not send messages to staff.


Find Existing Ticket/Appointment: Hide the Find My Existing Ticket/Appointment button on the landing page.

Customer Check-In: Hide the Check In Now button on the status page so customers may not check themselves in for appointments. Useful if you want to require customers to check in with staff and/or at kiosks only upon arrival.


Location Phone & Address: Hide the Directions and/or Call Business buttons on the status page to prevent customers from being able to see the business address and/or phone number.


Show Consent Text: Require clients check a box to agree to terms prior to joining a queue or booking an appointment. The terms may be entered here as well.


Languages: Select which languages customers may choose to view the customer site in.


Rating/Feedback: Show a Rate Us button on the status page customers may select to provide a 1-5 star rating after they have been served. To instead solicit this feedback via SMS or email, enable the RateUs communication template.

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