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Labels

How to add, edit and remove labels

Mirjam Nugis avatar
Written by Mirjam Nugis
Updated over 2 months ago

For each visitor ticket you can add a colorful label with personalized information. Labels function like sticky notes and are visible for all coworkers in Qminder.
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Labels show up in the Service View's left-hand waiting list and in each ticket's Visitor Details.

How your location and colleagues want to use labels is up to you. The labels are useful for marking down:

  • The language of your visitors.

  • Their reason of visit (what or who they want).

  • Their appearance, so you can approach them on the shop floor.

  • Whether they have shared required documents or info.

Labels are a simple-to-use, intuitive tool. If you are looking for a more data-driven approach, look into Custom Input fields.
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How to add Labels to visitor's information

You can add labels at several stages of the customer journey:

1. Add new visitors - You can add labels in the Visitor Details window during registration.

2. Waiting and Service- Click on a visitor in the Waiting or Serving now list to open the Visitor Details. Add a label directly in this window.

You can remove labels in the same window where you add them by clicking on them.

Label Settings and Status

You can add new, edit, or delete Labels from Location Settings > Input fields & Labels page. Click on the Labels tab from the right top corner to display Labels.

To add a new Label, click on the + New label button. You can edit Labels by clicking on the Label name, rename, or change the color.

To delete Labels, choose one or multiple by clicking on the checkmark box and click on Delete from the bottom of the page. You can bulk delete all Labels at once by clicking on the checkmark on the top column.

Label Status helps you to understand which Labels are currently in use, never used, or rarely used. You can use this information to delete or keep Labels.

Label is currently used status indicates that the Label is currently displayed on the Waiting or Serving now lists in the Service View. You can't delete Labels while they are in use.

On the Labels settings page, you can also;

  • Search for Labels by typing the name and filter them by clicking on All Labels.

  • Lock the Labels list by turning off Allow creating labels in Service view. This way you can decide if you want to let your clerks add new labels or do you want them to only use the labels that have been pre-created.

  • Control Labels' visibility on the Service View by turning on or off the Show labels in the options. Disabling Labels on the Serving visitor list or Waiting visitor list will remove all Labels from the list views in the Service View.

Additional options for Labels' visibility on the Service View

Location Manager users can choose to hide or display the labels from the left-hand waitlist by clicking on the gear icon inside the SERVING NOW category box in the Service View.

NB! Any change you make will affect all clerks at the current location.

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