Queue Management Integration in Dash SaaS

Introduction

Queue Management is a comprehensive solution designed to streamline customer flow and service delivery in waiting environments. This system helps businesses organize queues efficiently, manage service points, track customer wait times, and generate detailed performance reports. With an intuitive dashboard and easy-to-use Add-Ons, Queue Management empowers staff to provide faster service while collecting valuable data on operational efficiency.

How to Install the Queue Management System Add-On?

To Set Up the Queue Management System Add-On you can follow this link: Setup Add-On

How To Use The Queue Management Add-On?

Queue Management Dashboard

• The Queue Management Dashboard provides a comprehensive overview of your queue performance at a glance.
• To access the dashboard, click on “Dashboard” from the main navigation menu. The dashboard displays critical information through various widgets and visual elements.
• At the top, you’ll find the Queue Management page link button which allows you to copy the queue page URL. This link can be shared with customers or displayed on screens in your waiting area.
• Below this, you’ll see three important metric cards showing Total Queue (number of customers currently waiting), Total Served (number of customers who received service), and Total No Show (number of customers who missed their turn).
• The dashboard also features a stacked area chart visualizing your queue performance over the last 7 days. This chart helps you identify patterns and peak hours, allowing you to allocate resources more effectively based on historical data.

Manage Services

• The Manage Services section allows you to create and configure different service types offered to your customers.
• To create a new service, click the “create” button at the top of the service page. Fill out the form by entering essential details such as the service name and prefix (which will appear on tickets). Set the starting number for the queue counter and toggle the status checkbox to activate or deactivate the service.
• For collecting additional information from customers, click the “Add Custom Field” button. For each custom field, enter a label, placeholder text, and select the field type from the dropdown (Text, Email, Number, Date, Textarea, or File). Mark fields as required if necessary.
• The list page displays all services in a table with columns for No, Name, Start Number, Prefix, and Status. You can search for specific services, export the list, or perform actions like View (to see service details), Edit, or Delete for each service.

Manage Counters

• The Manage Counters section helps you set up service points where customers will be served.
• To create a new counter, click the “Create” button at the top of the counter page. In the form that appears, simply enter a name for the counter (such as “Counter 1” or “Billing Desk”) and click “Submit”.
• The list page shows all configured counters in a table with columns for No and Name. You can search for specific counters, export the list, or perform actions like Edit or Delete for each counter.

Manage Call

• The Manage Call section is where staff actively process customers in the queue.
• To start serving customers, click the “Create” button at the top of the call page. Select the service you want to manage from the dropdown menu (populated from the Service section) and choose your counter from the counter dropdown (populated from the Counter section).
• After creating a call, you’ll be redirected to a new page with queue management options. Here you’ll see buttons to Call (summon the next customer), Recall (call the customer again), Serve (mark as being served), and No Show (mark customer as absent). This page also displays who is next in line to be called and which customers you have already called.
• The list page displays all calls in a table with columns for No, Service, Counter, Time, and Status. You can search for specific calls or export the list as needed.

Manage Reports

• The Manage Reports section provides detailed analytics on queue performance and service efficiency.
• To access reports, navigate to the Reports section where you’ll see a comprehensive table of all customer interactions. Use the “Filter” button to narrow down results by, service type, and counter.
• The reports are displayed in a table with columns for No, Token Number, Service, Counter, Date, Served At, Waiting Time, and Status (Served or No Show). This data helps you analyze service efficiency and identify bottlenecks in your queue management process.
• For each record, you can click “View” to see detailed service information or “Delete” to remove the record from the system.

Service Form (Frontend)

• The Service Form shows the form that customers use to submit requests for services. This form displays all the custom fields you created in the Manage Services section for each service.
• To view the service form, click the “Copy link” button. This will open the form with all the required fields like text, email, number, date, textarea, or file upload that you set up while creating the service.
• Customers fill in their details and submit the form. After submission, the request goes into the queue for further processing.
• This section depends on the Manage Services section because the fields you create there will appear in this frontend form automatically.