Floor setup

Floor setup

Do this as an owner or manager before guests arrive. Home may show a Finish setup tip until a department exists.

Setup order

  1. Sites: add a branch or floor location.
  2. Services: what guests pick when they take a number (name, optional ticket prefix, priority).
  3. Departments: group counters under a site (or use Create General on Home when offered).
  4. Counters: attach to a site and department; leave status open so staff can call.
  5. Queues: name + site + service, and how tickets are ordered:
    • First come first served
    • Priority
    • Appointments first
  6. Destinations (optional): needed if agents will use Redirect.
  7. Timelines (optional): multi-step guest journeys.

What depends on what

  • A department needs a site.
  • A counter needs a site and a department.
  • A queue needs a site and a service.

Without an open counter and a queue for the service, Call next and kiosk take-a-number will not run smoothly.

Tip: finish Sites → Services → Departments → Counters → Queues before you pair devices.

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