Branches

Branches

Branches

The Branches menu it’s where you can set-up and manage the Branches of your Organization. 

What is a Branch in Moviik’s QM 
A Branch represents a different physical space (ex. a store, a clinic, or an agency) where you install a Moviik QM system. 
The Branches menu, it’s where you set up the workflow of a specific location. 

Manage Several Branches in Moviik’s QM 
Moviik’s QM system is at its core a Central Management system. It does not matter if you have one Branch or several Branches, you will be able to see and manage them all from this menu. 


What you need to set-up a Branch

  1. Name 
  2. Address 
  3. Email
  4. Phone 
  5. Session Reset - Define reset time schedule to reset all tickets associated to the branch. You can also do the reset immediately at any given time.

Set-up each Branch’s queue management key points

  1. Terminals - Configure where (physical counters or not) people will be called for the service. You can set-up:
    1. If the Terminal will work with the services assigned to the user that logs-in or if it works with the services assigned to the Terminal itself. 
    2. All the permissions of the Terminal regarding the Customer Journey. Including if it will work with the permissions already assigned to the user or with the permissions of the terminal. 
  2. Assign Users - Define which users are allowed to work in each branch. 
  3. Services:
    1. Assign Services - Define which services are active in each branch. 
    2. Set-up Services Branch Details - Decide if you want to change any of the Service details, to be customized to each branch. 
  4. Devices - Here is where you can add and configure all the devices that will interact with the visitors:
    1. Ticket Dispensers
    2. Players
    3. Virtual Tickets 
    4. SMS Tickets 
  5. Alerts - Here you can configure User and Customer alerts by SMS, Email or in the Terminal.
    1. User Alerts
      1. Define if you want to notify everyone assigned to a specific role 
      2. Define if you want to notify specific users 
      3. Define if you want to set the alert by Email, SMS or in the Terminal  
    2. Customer Alerts
      1. Define if you want to notify customers with a Welcome Note SMS - This Note can be fully customized, you can use the tag system to adapt the message to each customer automatically, by customizing the time, branch and ticket number. 
      2. Define if you want to notify customers with a Tickets Ahead SMS - You can set-up an unlimited number of alerts, according to the notifications you want to send to your customers. Example: You can notify your customers when there are 5 tickets ahead; 3 tickets ahead and 2 tickets ahead. You can also fully customize the text message with the tag system available, mentioning the specific time, ticket position, and tickets ahead in each customized message. 
Note: The SMS will only work if you have configured Phone Number and Provider Information in the General Settings Menu.  



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