Inactivate a Service This feature allows you to prevent visitors from joining the waitlist for a specific service. When set to inactive, the service will be hidden from all customer-facing applications, and visitors will no longer be able to join its waitlist. This is particularly useful for services that are only a…
Service Shutdown This feature allows you to temporarily prevent visitors from joining the waitlist for a specific service. When this feature is enabled, visitors will no longer be able to join the waitlist for the affected service in any customer-facing applications. This is useful in scenarios where a service need…
Resending a User Invitation * Go to Settings → Users . * Select a user whose status is Pending . * Click Resend Invitation . * A new email will be sent to the user so they can activate their account.
User Roles Glossary Super Admin: Highest level of permissions. Full access to the organization and all its locations. Can invite other employees, deactivate them, create services, etc. Admin: Same permissions as the Super Admin. The main difference is that Admins cannot invite the Super Admin or change the Super …
Staff Login * Visit * Enter your Email and Password. * Click SIGN IN. * You should be automatically redirected to the Customer Engagement Center (CEC).
Summoning, Serving, and Moving a Student * Select a Station from the location you wish to summon from. (In-Person Services vs. Virtual Services.) Only staff in Advising and Registration have both locations active. * Click the blue Summon next button to call the first student in line. * Click Start serv…
Summoning, Serving, and Ending with a Student * Select a Station from the location you wish to summon from. (In-Person Services vs. Virtual Services.) Only staff in Advising and Registration have both locations active. * Click the blue Summon next button to call the first student in line. * Click Start …
Password Reset * Visit * Click Forgot your password? * * Enter your email. * An email with instructions to reset password will be sent to you.
Adding a New User * As an Admin user, sign into QLess and go to Settings → Users → Invite User. * Enter new user’s email address in field. * Click Add button. * Enter First Name, Last Name, Assign Role , and Assign Location(s). (In person and/or walk-in.) * Click Invite User(s) . (An invitation link will…
Adding A New Service and Linking to a New or Existing User * Create a new Service . * Configure new Service & SMS messages. * Add & configure Service Fields . * Link Service to Location (RCBC). * Invite User . If the User is already active, proceed directly to step 7. * Link User to Locati…