Getting started

Create your workspace

Press Start free on the home page and enter your organisation’s name, your email and a password. Klargy gives the organisation its own address, such as yourclinic.klargy.com. Staff sign in there, and the QR codes and screens point there too.

The first person to sign up is the organisation’s admin. Everything in these guides is done by an admin from the menu on the left after signing in.

Tell Klargy what kind of place it is

In Settings → What kind of place is it?, choose the closest match: clinic, restaurant, salon, bank, government office and so on. It sets the words Klargy uses (patients, guests, clients or customers), and which extras appear, such as rooms and floor plans for restaurants.

Setup checklist

Work down this list. Each step has its own guide.

1. Add a location for each building or branch. Locations
2. Add the services people queue for: reception, cashier, consultation, a dining room. Services and queues
3. Add the desks and rooms where staff sit to call people. Desks and rooms
4. Join the services into a flow, so staff can send people on to the next stop. Patient flow
5. Invite your staff. Staff and roles
6. Print the QR code for each location. QR codes and joining
7. Put a display screen in the waiting area. Display screens
8. Switch on the messages people get: email, text or WhatsApp. Notifications and WhatsApp

Try it before you open

1. Open My desk, choose your location, service and desk.
2. On your phone, scan the location’s QR code and join the queue.
3. Press Call next at the desk. Your phone shows you are being called, and the display screen announces your ticket.
4. Press Complete, or Send on to move yourself to the next service.