How to Create a Custom Queue?

Overview


Custom queues help you organize appointments based on specific workflows. For example, you can create a separate queue for parked appointments so they are easy to track and manage without mixing them with active consultations.


**Steps to Create a Custom Queue **


Step 1: Click on the “+” (Add Queue) option in the queue section.


  • This will redirect you to My Account → Queue Configuration





Step 2: Click on “+ Create New” to start creating a custom queue.






Step 3: Enter Queue Name - Add a relevant name (e.g., On Hold Appointments)






Step 4: Apply Filters - Define which appointments should appear in this queue


  • Example: Select filters such as Appointment Status = Parked




Step 5: You can also add additional filters as per your preference by clicking on + Add More Filters.






Step 6: Configure Quick Actions - Choose what actions should be available in this queue (e.g., Check-in, Resume, Cancel, etc.)






Step 6: Additional Queue Configuration (Optional) - Set sorting order (e.g., latest first, token-wise)


  • Enable token details visibility if required under Advanced Settings.





Step 7: Assign Access - Select which users/roles can view and manage this queue





Step 8: Review & Save - Verify all configurations


  • Click on “Save Queue” to create the queue




Additional Notes


  • Custom queues help streamline workflow by separating specific appointment types.
  • Filters are the most important step—ensure they are set correctly to display the right data.
  • Access control ensures only relevant staff can view or act on the queue.
  • You can always edit the queue later if changes are required.

Updated on: 28/04/2026

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