OnlineToken Business Portal Settings

Created by Rita Patel, Modified on Fri, 23 Sep, 2022 at 8:20 PM by Rita Patel

Business Portal 


Welcome to OnlineToken! This guide will cover the basic steps to get started business portal operations and configurations.

Queue 

OnlineToken pre-configured default Queue named “General” for each business. This queue name can be renamed as per customer requirement.  There is only one queue for Free and Basic plans while Advance and Enterprise can have more than one queue.  


Each queue gets a dedicated Queue Portal to allow customers to check-in or book an appointment through web and mobile app, dedicated business hours and break hours , services and staff members.


On day to day operations side each queue gets a dedicated dashboard , calendar , queue management , TV view and reporting 

Settings 

There are two levels of settings, one for global configurations and another for queue specific configuration.

Global Settings 

In global settings you can configure Billing , Business info , Business Holidays and Manage Queue


Billing 

Subscription Details 

In Subscription Details you can view current plan , subscription status and Billing history 

In the following example current plan type is “Advance” and Subscription status is “Trial” which will be expired on July 11, 2021

Plan 


SMS

Business Info

Business Holidays

Manage Queue 

Add Queue

Queue Settings 

Hours


Business Hours

Break Hours

CheckIn/Appointment

Online CheckIn Configuration 

Appointment Configuration

Advanced Configuration

Service

Service Configuration

Services

New Service 

Staff

New Staff

Queue Portal

Portal Logo

About Us

Website  URL

Show WaitList



Custom Business Portal URL

Share Portal URL

Generate QR Code

Download QR Code 


Dashboard

Token Status tiles

Queue Status bar 

Waiting 

Progress 

Completed 

Canceled 


+PreQueue 

+Appointment 





+Walkin


Calendar 


    


Reports


Customer Service History


Customer List

TV View 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article