Use the staff dashboard
The live board where your team sees and moves every visitor — called Dashboard on the classic menus and Live → Queue on the Queue screen.
Available to Staff
Staff sign in at /pre/login with the Business code, Username and Password (or with their own account at /login). Where you land depends on how your location serves people:
- Line locations land on the board — Dashboard on the classic menus, Live → Queue on the Queue screen. Its title is Live queue (classic) or Queue.
- Take-a-number locations land on My booth (or My window, My counter…), where you call and serve. The board there is called Queue and is view only — see Work a window.
Reading the board
- Columns are your workflow stages. For the general flow: Online check-in → Arrived → In progress → Complete, plus a Closed column. A different workflow shows its own stages.
- Each card shows the customer's name, number, service and wait timer, with buttons for the next steps (for the general flow: Mark arrived, Start task, Complete task, Close visit), a back-step button for honest mistakes, Details, and No-show where it applies.
- The strip above the columns shows today's counts. When your location has a daily maximum (or billing is on), the check-ins tile shows N of max and turns amber near the limit.
- Everything updates live. If the indicator next to the title says "reconnecting…", see Live updates stopped.
- If your location uses Saved Check-in Information, the saved detail (a vehicle, student, truck number…) shows on the card, highlighted so it's easy to scan.
- If customer communication is on, a ticket the customer flagged for help blinks red, and a 💬 badge shows unread chat messages — click it to open that ticket's chat. 🔔 Needs attention filters the board down to just those tickets.
- The Closed column shows today by default. Use the History picker (Today, Yesterday, Last 7 days, Last 30 days, or a specific date) to look back further. Long columns end with a View all → link.
- When nobody is waiting, the board says No one in the queue right now with + Add visitor (and, for admins, Print your QR sign).
Acting on tickets
Select a button on the card — the move happens in place, and the customer's status page updates at the same moment.
- Move several at once: tick the checkbox on each card (or the one in a column header to select the whole column), then use the bar at the bottom — Move all to … forward or back, or Clear. Select tickets from one column at a time.
- Sticky notes: the yellow 🗒️ tab on a card holds one short note (up to 200 characters) for the team. Leave Keep visible on the board (everyone) ticked and it shows on the card for everyone. Customers never see it.
- ♥ Favourites: tap the heart on a card to follow that ticket, then use ♥ Favourites to show only yours. Favourites are saved on this device only; brand-new check-ins stay visible for a few minutes so you can claim them.
- Pause check-ins: temporarily stops new online check-ins (customers see a "paused" message) while your live queue keeps working. On the classic menus it's ⏸ Pause on the board, then Resume check-ins; on the Queue screen it's Pause check-ins / Resume on every Live tab.
Take-a-number locations: the board is view only. A banner says View only. with Go to My booth →. You can still open a ticket's Details (to close or reactivate it there), and see 🙋 help requests and 💬 messages. Call, serve and finish visitors on My booth.
Other buttons on the board
- Concise view / Expanded view switches between compact and full cards; it's remembered for you.
- Hide completed tidies the board during a rush.
- Copy check-in link copies your customer check-in link (when your account has the location Overview).
- Display board ↗ (classic menus) opens the public, read-only lobby board in a new tab — handy for a waiting-room TV. On the Queue screen use Show on a TV ↗ instead. See the lobby display board to set how names appear.
New locations: the go-live checklist
Until your first check-in, admins see Get
What staff can't do
Location settings, services, workflow, team, QR codes, and reports need an Admin role — the menu only shows what your role allows.