When a client cancels a booking it would be great to be able to fill the time as soon as possible. You can use the Waitlist feature to grab someone on your waiting list and fill that empty gap, keeping the income flowing in.

How to Add an Appointment to the Waitlist

To do this:

Select the Calendar menu
Begin the creation of an Appointment like normal but Don’t Press the submit button
Optional: Write in the Appointment Note any information about the appointment, such as when they are available if a appointment becomes available
Select the Add To Waitlist checkbox
Click on the Submit button

How to Tell How Many Clients are in the Waitlist

As you move through your Calendar days keep an eye out for a number in the Settings (gear) icon. This number represents how many people are in the Wait List for that day.

How to Access the Waitlist in Client Diary

Select the Calendar menu
Press the Settings (gear) menu
Press Waitlist

Finding What Days Have Bookings on the Waitlist

Select the date picker (the Calendar symbol) to see dates with appointments currently on the Waitlist.

You can also click on Show All Waitlist to view all appointments currently on the Waitlist.

Approve or Cancel Someone on the Waitlist

Once in the Waitlist, a client can be approved or removed

A click on either option will give the desired outcome.

Editing the Note on an Appointment

If needing to edit a note left on an appointment on the Waitlist;

Press the plus symbol to open up the booking to see the note
Click the pencil symbol to edit the note
Type in any changes
Select Save.

Showing the Waitlist on the Calendar

To better see how the appointments on the Waitlist match with current bookings, you can show the Waitlist on the Calendar.

Select the gear symbol on the right of the Calendar to show different options.
Press the toggle for Show / Hide Wait list Appointments

Making the Waitlist Recurring

After viewing the Waitlist appointments on the Calendar, you can choose to Approve / Deny the booking, make any changes or make the Waitlist appointment recurring.

You can then select between Daily, Weekly and Monthly
Enter a value for How Often you would like the appointment to recur
Enter a Number of Occurrences you would like. Note: There is a maximum of 50
Press Submit