Manage waitlist entries

1. 1

   Go to Calendar and click Waitlist at the bottom of the screen. The badge shows how many clients are waiting.

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2. 2

   Use Date filter to narrow the list, and switch between Waiting and Booked entries.

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1. 1

   In the Waitlist panel, click Add. You can also click a time slot and switch New appointment to New waitlist entry.

2. 2

   Select the Client and, optionally, the services they want.

3. 3

   Set the Preferred date, Preferred time (From and To) and Valid until date.

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4. 4

   Add Client Notes, tick Notify client via email or text if you want to let them know, and click Save.

1. 1

   Click an entry in the Waitlist panel to open it.

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2. 2

   Click Convert to appointment. A new appointment opens with the client and services already filled in.

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3. 3

   Check the time and team member, click Continue and then Save.

Open the entry and click the more options (three dots) button, then choose Edit waitlist entry or Cancel waitlist entry.

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