Pick up a visitor from the queue

Any staff member can pick up any visitor from the Waiting view. Picking up sends the visitor an It's your turn SMS with your first name and their ticket number, sets your status to Serving Customers, and opens the visitor's details so you can find them.

Before you begin

• A Retail Admin sign-in for your store — see Sign in to the Retail Admin site (no SAML/SSO), or use single sign-on if your organisation has Integrate single sign-on (SAML) for store staff.
• Your status is Available — see Manage your availability status.

Steps

1. In the left navigation of Retail Admin, select QUEUEING & APPTS.
2. In the Waiting view, on the visitor's card, select Pick up. The visitor's details page opens and the Looking for timer starts.
3. Select the Looking for timer to read any additional information on the record, including the colour of the visitor's top.
4. Find the visitor in the store.
5. Select Start. The In Progress timer starts and the visitor moves to the In Progress view.
6. Serve the visitor. Select any timer at any point to view the additional information again.
7. When you have finished, complete the visit.

Verify it worked

Your chip in the STAFF row shows Serving Customers and the visitor's card sits in the In Progress view with a running timer. When you complete the visit, your status returns to Available and Total Served Today increases by 1.

Next step

Place a visitor on hold

Related

• Add additional information to a visitor in the queue
• Copy a visitor's mobile number or email address
• View a visitor's recent interactions and profile data
• Place a visitor on hold
• SMS and email messages sent to visitors