📝 Overview
The Waiting List feature allows Staff Members to manage Customers who don’t have a scheduled appointment but are waiting for the next available time that fits their needs. Customers can add themselves to the Waiting List, and when a time slot opens, Staff Members can move them directly into that available time slot. Entries can be edited, deleted, or sorted by priority, date/time added, customer name, service, or staff member.
🛠️ How To Access
The Waiting List is automatically available within your Site Administration.
You may access it two ways from your Appointments Tab.
Click here to learn more about How to Access the Waiting List
Click here to learn more about How to Access the Waiting List
Waiting List Shortcut
Click on Appointments tab.
Click the Waiting List short cut on the right that shows how many entries are on the Waiting List currently.
View Full Waiting List
Click on Appointments tab.
Click the little three tier button on the left side of your Appointment Grid.
Click View Waiting List.
🧭 Managing the Waiting List
➕ Creating Waiting List Entries
Here you will be able to create your own Waiting List entry in order to keep track of Customers who request upcoming appointments.
Click here to learn more about Creating Waiting List Entries
Click here to learn more about Creating Waiting List Entries
Click Waiting List, then Add to Waiting List.
Select an existing customer profile.
Depending on your account settings, specify:
Staff Member
Service or Add-On Service
Room, Child/Pet, or Group size
Select a Priority Flag - Low, Medium, or High. This helps staff quickly identify which Customers need appointments scheduled first.
Click Add to Waiting List button.
📅 Booking an appointment from the Waiting List
Here you will be able to book an appointment for your Customer within the Waiting List itself.
Click here to learn more about Booking from the Waiting List
Click here to learn more about Booking from the Waiting List
Click into the Waiting List from Site Administration.
Select an entry and click the Book button.
You will be redirected the appointment grid to book the appointment.
Click on an open time slot to proceed with booking the appointment.
Click Save.
💡 To have the system automatically remove entries once scheduled:
1. Click on the Settings tab.
2. Click on Waiting List tab on the left.
3. Click Yes on Preference #3.
4. Click Update.
(If disabled, entries must be deleted manually.)
✏️ Editing a Waiting List Entry
Here you can edit a Waiting List entries appointment details.
Click here to learn more about Editing a Waiting List Entry
Click here to learn more about Editing a Waiting List Entry
Click into the Waiting List from Site Administration.
Click the little pencil icon to edit the entry.
Click Update Waiting List when edits are complete.
🗑️ Deleting a Waiting List Entry
Here you can remove a Waiting List entry from the Waiting List completely without booking an appointment.
Click here to learn more about Deleting a Waiting List Entry
Click here to learn more about Deleting a Waiting List Entry
Click into the Waiting List from Site Administration.
Click the little trash can icon to the right of the entry.
A pop-up to confirm this action will appear - to proceed, click the red "Yes, remove customer button".
👨💻 Waiting List on Customer View
This feature is also offered within the Customer View upon enabling, allowing Customers to place themselves on the Waiting List. Customers will interact with the Waiting List similarly to scheduling a regular appointment.
Click here to learn more about enabling the Waiting List for Customer View
Click here to learn more about enabling the Waiting List for Customer View
1. Click on the Settings tab.
2. Click on Waiting List on the menu to the left.
3. Click Yes on Preference #1.
4. Click Update.
Click here to learn more about Customer Self-Enrollment
Click here to learn more about Customer Self-Enrollment
Log in or click Book Appointment via the Customer View.
Select required options for their appointment. (Staff Member, Service, etc.)
Upon Date and Time selection, they must click the Join Wait List button.
