Customer Walk-ins

A current customer needs an appointment.

Steps

1. Members will enter lobby and add themselves to the queue via the iPad or Online Queue through QR code
2. Members select service they want to be seen for, provide their phone number of email and then “Join Queue”
3. Service event connected to that Member that would be surfaced in the queue for staff
4. Email or notification triggered to branch staff to notify new walk in is waiting or if walk in has been waiting too long.
5. Service Event will be tracked and logged
6. Members will book appointments online, contact center or branch staff will help to schedule meetings on behalf of members.

Referenced and Associated Operations

It is highly recommended that as part of referencing this use case that a user becomes familiar with the following jXchange operations and their function. While the user may elect to not use the listed operation as part of their programming or workflow, knowledge of the operations listed below is essential to understanding the process set forth with this use case. The messages are mainly dealing with Customer Relationship Management (CRM).

Detailed information about the operation, the request structure/response, error messages and other useful information can be obtained by clicking the operation name below.