Work with the waiting list
See customers waiting for a time, find them a slot, suggest it, and reject or add waiting list entries.
The waiting list holds customers who want a time that wasn't available. You find a slot for them and suggest it. The customer then confirms.
The waiting list only works for the locations you turn it on for. See Waiting list settings.
Open the waiting list
In the appointment calendar, click Waiting in the side menu. A number shows how many new entries need your attention.
Use the tabs at the bottom to switch between:
- New: nobody has suggested a time yet.
- Pending: you suggested a time and the customer hasn't answered yet.
- Expired: you suggested a time but the customer didn't answer before it expired.
- Declined: the suggestion was declined.
Each entry shows the customer, the services, the preferred times and, if set, the preferred locations and staff. Click View guest to open the customer.
Find a time and suggest it
Click Find time
On a New, Expired or Declined entry, click Find time. The calendar opens on the customer's first preferred date, or on today if that date has passed. The screen is called "Book from waiting list".
Pick a time
Choose a free time for the customer in the calendar.
Add a message and suggest
In the Book appointment window, write a note under Message with suggestion if you want, then click Suggest appointment.
The entry moves to Pending. It shows the Suggested time, when it was sent, and the Expiration time. If the customer doesn't answer by then, it moves to Expired. You can click Find time again.
Reject an entry
Open the entry menu
Click the three dots on the entry and choose Reject. This is not available on Expired or Declined entries.
Give a reason
Write the Reason for rejection and click Confirm rejection.
To remove an entry completely, choose Delete and confirm.
Add a customer to the waiting list yourself
Click Create
On the Waiting screen, click Create.
Choose the customer
Search for the customer or create a new one. Name and phone number are required.
Fill in what they want
Add a Message if useful. Pick the Locations and the Services.
Add preferred times
Click Add time. For each one, choose a Type: Between, Before or After, then set the dates and times. Between takes a date range and a From time and To time. Before and After take one From date and a From time. You need at least one. Use the bin icon to remove one.
Save
Click Create. You see "Added to waiting list".
Filter the list
Click Filters to show only one staff member or certain services. Turn on Show only for selected date to see entries for the date selected in the calendar.