Example setups · Public offices, banks and money

Insurance office

For a branch office where agents' clients want a conversation, and someone who only wants to pay a premium is made to wait for it.

2 lines · 3 desks · Something else picked in setup

The setup

Lines and what people choose

Branch manager Owner

Sets up the lines, the hours and the team, and sees claims customers in person.
Advisor × 2 Staff

Sees booked customers in a room.
Service executive Staff

Takes premiums, finds policy copies and adds people who arrive without a phone.

Ticked: Front desk

The day

Opening hours

Monday to Friday, 10 am to 5:30 pm; Saturday, 10 am to 1 pm; Sunday closed.

Add public holidays and branch audit days as closed days. Anyone who booked advice on those days is listed so you can cancel or keep each booking.
TV display

The token being called and the room or counter to go to.

In the lobby, visible from the sofa and from the door.
QR poster

At the reception desk and on the glass door.

Book the conversation, not the payment.

Advice takes bookings so a client reserves a time with an advisor. Premium payments stay on a walk-in line that moves fast.
How it works →
Do not promise a text message.

A booked customer sees a reminder in the app's inbox. Tell them to keep their page, because reminders are not sent by text message.
How it works →
Mark an advisor's days away.

Record an advisor's leave on their profile and the available booking times shrink to the people who are in.
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: Advice, Premium and documents. Set each one's type and usual time. Lines, services and desks
At step 3, add your people and desks: Advisor's room 1, Advisor's room 2, Service counter. Your team, roles and leave
Open Set up › Services and build each line's menu as above. Lines, services and desks
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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