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 Waiting list 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 Waiting List
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 waiting list
As you move through your calendar days keep an eye out for a number in the 3 dot menu.
This number represents how many people are in the waiting list for that day.
How To Access The Waiting List In Client Diary
- Select the Calendar Menu
- Press the 3 Dot Menu
- Press Open Wait list
Approve or Cancel Someone On The Waiting List
Once in the waiting list 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 a appointment on the wait list;
- 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 Wait list on the calendar
To better see how the appointments on the wait list match with current bookings, you can show the wait list 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 Wait list Appointments on the Calendar you can choose to Approve / Deny the booking, Make any Changes or Make the Wait list 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.
