How it works
The waitlist lets your customers enter their details when they are unable to find a time slot that works for them. You can then notify these customers if there are last-minute cancellations or reschedules. It also allows you to:
Enable popular staff to capture demand from clients who want to book but are hindered by limited availability.
Message clients, add staff notes or remove the client from the waitlist.
When enabled, your customers will have the option to put their name on the Waitlist. Your customers will have to fill out the form above if the Waitlist is enabled.
Enabling the Waitlist
The waitlist is available for customers on the Pro Plus plan. Upgrade through the Account tab of the app.
The waitlist has to be enabled for each event or service that you offer. Go to the App Dashboard > Click Edit beside the event.
Scroll down to the Waitlist section.
4. There are three different settings for the Waitlist. Select the one that applies to your event.
Any time: The customer can put their name on a waitlist on any day where your event is available.
Only when a day is fully booked: The customer can only put their name on a waitlist if a day has no spots available.
Never: The waitlist is disabled for this event.
5. Press Update to save your settings. The waitlist is now set up on your event.
Viewing your Waitlist
You can view your full waitlist and waitlist entry details by going to the Waitlist tab of the Easy Appointment Booking app.
On the Waitlist tab, you can view all of your waitlist entries sorted with the newest ones first. There is some data about each entry.
Name: The name of the customer. A Shopify Customer entry will automatically be created for you and it will be linked.
Email: The customer’s email.
Preferred Event & Availability: Which specific event/service this client was interested in, and whether they entered a time preference. Clicking on the event link will take you to the event booking page.
Date added: The date they were added to the waitlist.
Status: Their current status, which is either:
Waiting: They are waiting on the waitlist.
Messaged: You sent them a message asking them to book.
Managing your Waitlist
You can manage your waitlist through the “Actions” column on the Waitlist table. There are 3 actions you can take.
Invite to Book: This will send the customer a customizable email telling them that they can book. You can do this if you notice that their preferred time is currently available.
Send Message: You can send the customer an email to learn more about what they want. Your email address will be CCed on it.
Edit Staff Note: You can add an internal note for this waitlist entry. This will not be visible to the customer.
Other features coming soon to the waitlist
We will be adding more features to the waitlist soon, but are interested in hearing your feedback. Please drop your suggestions and feature requests here.
Upcoming improvements include:
Automatically notifying customers if their preferred time becomes available.
Translating waitlist text to other languages. Currently available in English only.
Deleting entries from the waitlist