Additional information travels with the visitor through the Waiting, In Progress and On Hold views. Any staff member who picks the visitor up can read it by selecting the timer on their card, so the visitor never has to explain themselves twice.

Before you begin

Steps

  1. In the left navigation of Retail Admin, select QUEUEING & APPTS.
  2. Find the visitor's card in the Waiting, In Progress or On Hold view.
  3. Open the card's options menu (3 dots) and choose the add-information option.
  4. Enter what the next staff member needs to know — what the visitor came for, what has already been discussed, how to recognise them.
  5. Save the note.
When adding a visitor manually, you can enter the same context up front in Additional Info — see Add a visitor to the queue manually.

Verify it worked

Selecting the timer on the visitor's card opens the additional information with your note included. It also appears in the Additional Info column of View queue and appointment history.

Next step

See which languages staff on shift speak