It's great to be busy and sometimes when a client or new lead calls you don't have the any available times in your calendar to see them.
With Waitlist you can take their details, including the time and date that is their preference and keep them in your Waitlist. If a client cancels and you then have time in your calendar to see them you can confirm them with just a few clicks.
Waitlist ensures you capture all clients & client lead details so you can fill any gaps that come into your calendar quickly.
Add to Waitlist
Go here
Or go to Calendar > Waitlist button top ribbon of calendar
Or go to Invoices > Waitlist
Click 'Add a Waitlist Appointment'
Select the Appointment type the client or lead has requested
Select Location (clinic location)
Date (of appointment the client or lead has requested)
Time (of appointment the client or lead has requested)
New Client - Yes - Add the First Name, Last Name & email of the new client)
New Client - No - select client by searching their name or mobile
Add any notes regarding the booking
Save
Edit Waitlist Item
Go here
Or go to Calendar > Waitlist button top ribbon of calendar
Or go to Invoices > Waitlist
Select the Waitlist item to edit by clicking on the pencil icon on the right
Edit the Waitlist item
Save
Delete Waitlist Item
Go here
Or go to Calendar > Waitlist button top ribbon of calendar
Or go to Sales > Waitlist
Select the Waitlist item to delete using checkbox on the right
Delete Selected
Confirm Delete
Waitlist is Deleted
Move a Waitlist item to Calendar
If you have a cancellation and now want to move a waitlist item to your calendar, follow these steps:
Go here
Or go to Calendar > Waitlist button top ribbon of calendar
Or go to Invoices > Waitlist
Select the Waitlist item to move into the calendar, by clicking 'Add to Calendar'
The appointment popup will launch. The details you entered when adding the waitlist will be pre-filled to save you time.
Confirm the details, make any changes you need (e.g. date and time)
Save
The appointment is now added to the calendar and the Waitlist item is removed from your Waitlist.
Add a Waitlist item from the Appointment popup
Launch the appointment popup
Click 'Add from Waitlist' in the top right hand corner
Select the client from the waitlist and click 'Add to Appointment'
The details you entered when adding the waitlist will be pre-filled to save you time. Confirm the details, make any changes you need (e.g. date and time)
Save
The appointment is now added to the calendar and the Waitlist item is removed from your Waitlist.