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Is it possible to create a virtual queue for in-person visits?
Is it possible to create a virtual queue for in-person visits?

Process for creating a daily check-in list and working from that queue to clients for a first-come-first-serve organization.

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

Many of our customers use the following process to "Check In" guests as they arrive and create a queue to work from for first-come-first-serve situations.

This process requires creating an assistance category called "Daily Check-In" ([My Agency] tab >> [Categories] sub-tab >> [Add Category +] button) and also creating a barcode called "Daily Check-In" to be used with a barcode scanner ([My Agency] tab >> [Barcodes] sub-tab >> [Add Barcode +] button). A SAVED REPORT called "Daily Check-In Report" can be viewed/refreshed to show the latest queue of clients.

Please watch this brief introduction video of the process for your consideration (~5 mins): https://simon.d.pr/v/SB8m4x

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