How it works
The waitlist lets your customers enter their details when they are unable to find a time with you. 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.
Watch the tutorial video below 👇
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 Accounts 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.
Head to the Availability tab, 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.
6. When you go to your event and click Join the Waitlist, the waitlist form appears. Only valid timeslots as per your availability will appear for time selection.
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.
Event: The service they signed up for
Preferred Time: Time preference for this service
Date added: The date they were added to the waitlist.
Status: Their current status, which is either:
Waiting: They have signed up and are on the waitlist.
Messaged: You sent them a message asking them to book.
Expired: Their preferred date/time is in the past
Booked [New]: If a customer is invited or messaged to book, and they book within 24h of their preferred time, it's considered Booked
You can also add a note for staff to view
Managing your Waitlist
Once a customer is on the Waitlist, you can manage them in the Waitlist tab. The metrics at the top show you who is on the waitlist, who has booked, who you have messaged, and which have times that have expired.
With the table of your Waitlist entries you can
Sort by: date a customer was added to the waitlist, their by preferred date/time, or name
Filter by: status and date
By default, waitlist entrants that are expired (preferred date/time in the past) will filter out when you open the Waitlist
There are 3 actions you can take.
Invite: 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.
Smart Invitations
Sorting through your waitlist and deciding who to invite can be a long process - we have something to help with Smart Invitations. If you cancel or reschedule a booking in the admin, now you will be prompted to know if there's someone on the waitlist!
This way you can cancel and invite your next customer, all in one click!
Notifications
Once a customer signs up for the waitlist, an email will go out to them and cc you. This uses our default styled emails.
When you click Invite or Message from the Waitlist, you can add your text to an invitation email to the customer. Each email sends to the customer and cc's you
