Before you proceed
Appointment Booking adds bookings to Queue Management. This guide covers only the booking settings. Set up a basic queue first with Quick start: Queue Management, then come back here.
You can combine prebooking with regular walk-in tickets.
How to install a queue with Appointment Booking
- In the sidebar, go to Apps → Marketplace
- Find Appointment Booking and click Install
- In the installation form, enter a Name for your Appointment Booking installation
- Optionally, add the installation to a group in Add to group. To make a new group, click Create group
- Click OK to create the Appointment Booking installation
How to access Appointment Booking settings
- Find your new installation in the sidebar under Apps → Installations
- Open the installation and select the Configuration tab to see the queue settings
How to configure Appointment Booking
- Scroll to the Booking section of the Configuration tab
- Check the phone number registration field. It is required by default, so visitors can get reminders before their timeslot
- Optionally, customise the registration fields. You can remove the phone number and add fields such as name, email or categories
- To reuse the walk-in registration fields, select Use queue registration fields. It appears only when Collect customer’s information is on for walk-in tickets
- Choose whether visitors can cancel booking from the booking confirmation page
- Choose whether visitors can reschedule booking from the booking confirmation page
- Set the timeslot duration
- Set the timeslot capacity: the total number of people who can book one timeslot
- Set the maximum number of people on one ticket
- In Booking reminder (Minutes before appointment), set when visitors get a reminder by SMS or email
- Pick the appointment types. Besides visits to your location, you can offer virtual appointments in Microsoft Teams
- If booking hours differ from the queue’s opening hours, set your own booking hours
- Add Special booking hours for days with different hours. They replace that day’s regular booking hours
How to save your Appointment Booking settings
- Click Save changes in the right-hand panel of the Configuration tab. The button becomes active after you change a setting. Changes apply only after you save
How to share the booking link
- Copy and share the booking link. Add it to your website, or share it by email or SMS
- Download the QR code, print it with short instructions and add it to your promotional materials
- To get more attention, show the QR code on a screen with Signage Playlist
- If you use Ticket Signage, you can show the QR code on it
How to give staff access to the queue
- Copy the link to the Queue Manager and share it with the staff who run the queue
- With pin code login, also share the PIN
- Staff see upcoming bookings in the calendar
- When a timeslot starts, its bookings join the queue by default. Staff then manage them like any other ticket
