Appointments in Split View

Businesses with the Walk-in Queue feature enabled can manage their schedule using Split View. This side-by-side layout displays the Walk-in Queue on the left and staff columns with active appointments on the right.

Things to know:

• Permissions & Settings: Accessing Split View requires the "Accessing Account Settings" permission and the "Enable Split View" setting to be enabled.
• Layout: The Walk-in Queue stays anchored on the left side of the schedule, while staff columns and in-service appointments appear on the right.
• Auto-Check-In: Appointments created directly within Split View automatically update to Checked In. Appointments booked before switching to Split View must be checked in manually.
• Upcoming Appointments: The next upcoming appointment is highlighted with a dotted border and a grey background.
• Managing the Walk-in Queue
  • Manage waiting clients on the left side of the schedule using these controls:
    • Drag and Drop: Click and hold a row to reorder clients in line.
    • Start Button: Move a client into an active appointment. This button turns green when the client's quoted wait time has elapsed.
    • Chat Icon: Open the Communicator tray to message the client directly.
    • Edit Entry: Click a queue entry to update services, preferred staff, or details without removing the client.
    • Delete Icon (X): Remove a client from the queue (requires confirmation).

Contents

• Enabling Split View   
• Switching to Split View
• Managing & Starting Appointments
• Returning an Appointment to the Queue

Enabling Split View   

1. Go to Business Setup / Location Setup > Settings.
   
2. Under the Calendar section and locate the "Enable Split View" setting.
3. Toggle the setting to Yes.
4. Scroll down and click Save.

Switching to Split View

1. Navigate to the Schedule.
   
2. Click the view filter drop-down menu in the top-left corner.
   
3. Select Split View.

Managing & Starting Appointments

1. On the client's row in the Walk-in Queue, click Start.
2. Note: Moving an appointment to the In-Service section automatically updates its status to Checked In and highlights the next upcoming appointment in the queue.
3. Click anywhere on an appointment row to open and edit details inline (optimized for mobile and tablet screens).

Returning an Appointment to the Queue

If an appointment was started by mistake, move it back to the Walk-in Queue:

1. Click the appointment to open the Appointment Modal.
2. Click the status drop-down menu in the top-left corner.
3. Select Return to Waitlist.
4. Click Save.

Related Articles:

• Enabling Walk-In Queue
• Walk-in Queue in Day View
• Filter Schedule By Day, Week, Month, Agenda, Split & Resource View

• Rescheduling Appointments

• Scheduling Multi-Staff Appointments

• Scheduling Recurring Appointments

• Appointments / Bookings Report