Instead of typing a visitor's details, show them the QR code on the staff tablet. They scan it and complete the join form on their own phone, using the contact details stored on their device. Because the visitor joins from their own device, later in-store interactions can be linked to their profile.

Before you begin

Steps

  1. In the left navigation of Retail Admin, select QUEUEING & APPTS.
  2. Select Add Visitor to Queue. A dialog opens with the text Ask the Store Visitor to Scan the following QR Code & fill in the required info using their own Mobile Device and a QR code.
  3. Turn the tablet towards the visitor and ask them to scan the code with their phone camera.
  4. The visitor completes the join form on their phone, including their reason for visit.
  5. Select Close to dismiss the dialog.
  6. If useful, add context to the visitor's record — see Add additional information to a visitor in the queue.

Verify it worked

The visitor's card appears in the Waiting view, and the visitor's phone shows their place in the queue.

Troubleshooting

The visitor's phone cannot open the link

Cause. The phone has no mobile data or Wi-Fi connection.

Fix. Connect the visitor to store Wi-Fi, or add them with Add a visitor to the queue manually.

Next step

Let a visitor join the queue by scanning a QR code on a display