Example setups · Public offices, banks and money

Bank branch

For a busy branch where a person with a passbook update stands behind someone opening an account, and the guard is the one deciding who goes next.

4 lines · 6 desks · Something else picked in setup

The setup

Lines and what people choose

Branch head Owner

Sets up the lines, the opening hours and the team, and reads Insights at the end of the week.
Operations manager Manager

Watches the Live Board through the day and, when the cash line grows, adds it to another desk's lines or gives it a bigger share of a shared desk's calls.
Cashier × 2 Staff

Calls the next token at a cash counter and completes each deposit or withdrawal.
Enquiry clerk Staff

Handles passbook updates, statements and cheque book requests.
Accounts officer Staff

Opens accounts and fixed deposits, and sends the customer on to the cashier.
Loan officer Staff

Sees booked loan enquiries in the cabin.
Customer help at the door Staff

Asks what the visit is for, adds the person at the desk and hands over a slip with a QR code.

Ticked: Front desk

The day

Opening hours

Monday to Friday, 10 am to 4 pm; Saturday, 10 am to 2 pm; Sunday closed.

Add bank holidays and the second and fourth Saturdays as closed days well ahead. Anyone who booked a loan enquiry on those days is listed so you can cancel or keep each one.
TV display

The token being called and the counter to go to, for every line.

On the wall above the cash counters, facing the seating area.
QR poster

On the door and beside the token desk, so a customer can scan it from outside and take a place before reaching the guard.

Put the busiest line on two counters.

Cash 1 and Cash 2 both call from the Cash counter line, so the next token goes to whichever cashier is free. Pause a counter with a reason when a cashier steps away.
How it works →
Let the door help add people who have no phone.

Give the person at the door the Front desk ability. They add a visit in a few taps and hand over a slip with a QR code, so the customer can follow their token from a chair.
How it works →
Keep loans by booking.

A loan enquiry takes half an hour and the officer should not be surprised. Customers book a time for today or the next six days and press I am here on their phone when they arrive, and the officer sees them on the same board.
How it works →
Watch the first week of the month.

Insights' Waits page, filtered to the Cash counter line, shows the average wait by the hour people joined. If salary days are heavy, open a second cash counter earlier on those days.
How it works →

The plan

The smallest plan that holds this setup, worked out from its size and what it uses.

How to set this up

Sign up from this page and step 1 opens with Something else already picked. Set up your business
At step 2, name your lines: Cash counter, Enquiry and passbook, New accounts, Loans. Set each one's type and usual time. Lines, services and desks
At step 3, add your people and desks: Cash 1, Cash 2, Enquiry desk, Accounts desk, Loan officer's cabin, Manager's cabin. Your team, roles and leave
Open Set up › Services and build each line's menu as above. Lines, services and desks
Open Processes and build Open an account, then fund it and Fixed deposit . Processes: visits with several steps
In Settings, set Opening hours and add closed days. Opening hours, closures and special days
Open Displays, pair the TV and choose what it shows. TV displays
Print the poster from Settings › QR code and poster and put it up. Posters, links and QR codes

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