Client Wait List

When a client requests an appointment time that is unavailable, they can be added to a waiting list. This list will pop up when a time slot becomes available due to a cancellation.

1

Open the Wait List

On the left side of the Schedule screen, click the Wait List button.

Schedule wait list

2

Select the client

Search and select the appropriate client or create a new client.

If you have multiple location accounts, you also have the ability to choose the Business from the drop-down before selecting the client.

3

Select scheduling preferences

Select the Service and Date Range the client wishes to schedule.

Select a specific Service Provider if requested.

4

Add a note

Add a note if necessary.

5

Add the client to the list

Click the Add to List button.

Add to List button

By clicking on the View Cancellations button at the bottom of the Wait List window, you will bring up a detailed list of all cancellations and the reason for the cancellation.

When the cancellation list pops up

Cancellation list pop up

1

Schedule the client

If the opening is acceptable, click the circle next to the first client on the wait list, then click Schedule.

2

Keep the client on the wait list

If the waiting client cannot make that opening, simply click Close, and the client will remain on the wait list.

You can also schedule clients directly from the appointment window. After clicking on a time slot, you will see clients waiting for an appointment below the search. Click Select to begin the scheduling process for that client. Once scheduled for the service they were waiting for, it will remove them from the wait list.

Wait List Clients continued