How do I use the waiting list?

How do I use the waiting list?


Manage Walk In Waiting List

  1. Click Waiting List
  2. Click Check In 
  3. Search for existing client or Create New
  4. Client is now Checked In and appears on the Check Out List and Appointment Book

Add a Client to the Waiting List

  1. Click Waiting List
  2. Click (+) New
  3. Search for a client or click (+) to add a new client
  4. Select an Appointment Date Range
  5. Select Worker and Service combinations
  6. Enter notes in the notes field
  7. Click Save

Add a Client to the Waiting List from Find Appointment

  1. Click Find Appointment
  2. Search for a client or click (+) to add a new client
  3. Select an Appointment Date 
  4. Select Worker and Service combinations
  5. Enter notes in the notes field
  6. Click Search for Appointment
  7. Click Add to Waiting List

Find Appointments from Waiting List

  1. Click Find Appt
  2. Name, Service, Worker and Notes will populate the Find Appointment page, make adjustments as needed
  3. Click Search for Appointment
  4. Click a Date and Time to book the appointment
  5. Click Schedule Appointment to add it to the calendar and remove the line item from Waiting List

Additional Waiting List Operations

  1. Sort by Created Date, Date Range (start date), Client First Name or Client Last Name
  2. Filter results by Date, Worker or Expired entries
  3. Click Delete All Expired to remove expired entries
  4. Click the Trash Can Icon to remove the item from the list
  5. Hover over Note Icon to see the note associated with the line item
  6. Click the Pencil Icon to edit the entry

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