This unit type should be used if you do not want to use a printer. Hence, if you select this unit type, the Ticket option will not be available in Concierge. This unit type should be used if you do not want to use a printer. Hence, if you select this unit type, the Ticket option will not be available in Concierge.Parameter | Description |
|---|---|
Name | Name of the unit. |
Description | Description of the unit. |
Template name | Name of the unit type template |
Template version | Version of the unit type template |
Privacy Policy | Here you can enter a link to a statement or a legal document that informs how customer/client data are gathered/handled. |
At least one of the notification methods, Send SMS, Send EMAIL, or Ticketless needs to be enabled. If all are disabled, you will get an error message after logging in to Concierge and you will not be able to open any of the flows. Parameter | Description |
|---|---|
Name | Name of the unit. |
Description | Description of the unit. |
Type name | Name of the unit type. |
Type description | Description of the unit type. |
Unit id | Identification code of the unit. |
Auto close | Automatically close Concierge after this time of inactivity (seconds). Default is 1800. The value should be less (in seconds) than the Shiro timeout value, set on the server. |
Create Appointment Flow | Gives access to the Create Appointment flow, if the User has the correct access right. By default this is enabled. |
Edit Appointment Flow | Gives access to the Edit Appointment flow, if the User has the correct access right. By default this is enabled. |
Arrive Appointment Flow | Gives access to the Arrive Appointment flow, if the User has the correct access right. By default this is enabled. |
Create Visit Flow | Gives access to the Create Visit flow, if the User has the correct access right. By default this is enabled. |
Edit Visit Flow | Gives access to expand a queue and edit visits. The options for editing a visit depend on the user’s access rights. By default this is enabled. |
Quick Serve/Create Flow | Select if you want to enable the quick serve or the quick create flow, or none. Note that you can only select one of them. Quick serve is a work flow for creating, calling and ending a visit by pressing just one button. Quick create is a work flow for quickly creating visits. The Role ConciergeVisitUser is needed for access to this flow. |
Queue View | Enable/disable the Queue View area on the start screen. |
Staff Member Transfer | If this check box is checked, it is possible to transfer to a Staff Member. |
Counter Pool Transfer | If this check box is checked, it is possible to transfer to a Counter Pool. |
Queue Transfer | If this check box is checked, the Transfer to Queue button is enabled. |
Transfer First | If this check box is checked, it is possible to transfer to the first position in the Queue. |
Transfer Last | If this check box is checked, it is possible to transfer to the last position in the Queue. |
Transfer Sorted | If this check box is checked, it is possible to transfer sorted, based on waiting time. |
Remove visit | If this check box is checked, the Remove option is available in the Edit Visit flow. |
Remove Appointment | If this check box is checked, the Cancel option is available in the Edit Appointment flow. |
Re-schedule Appointment | If this check box is checked, the Re-schedule Appointment section is available in the Edit Appointment flow. |
Appointment Fetch, start (min) | Start time, in minutes, for interval, from which to fetch Appointments. Based on Server time. Default is 60 minutes. If using a tablet, make sure that your used device(s), Orchestra Central and Orchestra Queue Agent have the same time zone, time and date set. |
Appointment Fetch, End (min) | End time, in minutes, for interval, from which to fetch Appointments. Based on Server time. Default is 120 minutes. If using a tablet, make sure that your used device(s), Orchestra Central and Orchestra Queue Agent have the same time zone, time and date set. |
Fetch appointments | Check this check box (default), if you want to fetch the Appointment list, when the work flow is started. |
Send SMS | If this check box is checked, the SMS button is available in the Create Appointment, Create Visit and Arrive Appointment flows. |
Send EMAIL | If this check box is checked, the Email button is available in the Notification sections of the flows. |
Notes | If this check box is checked, it is possible to edit/add notes to the Visit/Appointment. |
Identify Appointment QR Code | If this check box is checked, the QR Code button is available in the Identify Appointment section, in the Create Appointment and Edit Appointment flows. |
Identify Visit QR Code | If this check box is checked, the QR Code button is available in the Identify Visit section of the Edit Visit flow. |
Reconnect timer | In case of weak network, this timer indicates how long time the app will keep trying to reconnect. Default is 15 minutes. |
Country Code | Enter the country code to be used with the Customer phone number in Concierge. This can be overridden in the app. The country code should have the format +nn /00nn / nn, for example +46 / 0046 / 46. |
VIP 1 | Enable/disable this VIP level in the application. Note that VIP levels can be used as a segmentation rule for Queues in Orchestra. Disabled by default. |
VIP 2 | Enable/disable this VIP level in the application. Note that VIP levels can be used as a segmentation rule for Queues in Orchestra. Disabled by default. |
VIP 3 | Enable/disable this VIP level in the application. Note that VIP levels can be used as a segmentation rule for Queues in Orchestra. Disabled by default. |
Multi Branch Support | Check this check box to enable Multi Branch support for the Create and Edit Appointment flows. Disabled by default. |
Multi Service Support | Check this check box to enable Multi Service support for the Create Appointment flow. Disabled by default. |
Ticketless | Enable/disable Ticketless notification method option. |
Serve Customer | Enable/disable Serve Customer option. This option allows you to serve and end a visit in the Edit visit flow. |
Estimated Waiting Time | Check this check box to show Estimated Waiting time in the Queue View. |
Hide Customer banner | If this check box is checked, the Identify Customer banner in the Create Visit flow will be skipped. No customer data will be stored. Disabled by default. |
Handle customer when Create Visit | From the drop-down list, select how customer data should be handled in the Create Visit flow. If you select Store customer in database, you will have the possibility to search for customers and customer data will be saved to the Central customer database, in the Create Visit flow.  For this option, a connection to Central is required.If you, however, select Store customer on visit, customer data will be stored on the visit object, in the Create Visit flow. |
Quick Serve /Quick Create included services | Select which services that shall appear in the Quick Serve / Quick Create list. If no services are selected, all services will be listed (for Quick Serve, services that hold a delivered service or outcome are excluded). |
Parameter | Description |
|---|---|
Default name | Default name of the unit. |
Description | Description of the unit. |
Unit Identifiers | A table with unit identifiers. The two columns of the table are: • Name - Name of the unit. Can be changed to anything, as long as the name is unique, within the Branch. • Logic Id - An ID used in the connectors. The Logic Id continues with the next number in the sequence of the auto generated IDs within the unit type (e.g. Service Points, Entry Points, or Presentation Points). The number can be changed to anything, in the range of 1-9999, as long as it is unique within the Service Point, Entry Point, or Presentation Point. |
Unit id | The unique identification code of the unit. |