Waiting List

Waiting List



As we get busy, it’s important to keep a list of clients eager to get in for an appointment. Utilize the waiting list to keep your list of clients organized and find their next appointment with ease.  Clients who use the Check In Kiosk as Walk Ins will also appear on the waiting list.
Note: If a currently booked appointment gets its status updated to Canceled, the System will then automatically open 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

    • Related Articles

    • How do I use the waiting list?

      Manage Walk In Waiting List Click Waiting List Click Check In Search for existing client or Create New Client is now Checked In and appears on the Check Out List and Appointment Book Add a Client to the Waiting List Click Waiting List Click (+) New ...

    • How do I add a client to the waiting list?

      Go to Appointments Click the Waiting List button Click +New Search for a client or click (+) to add a new client Select an Appointment Date Range Select Worker & Service combinations Enter notes in the notes field Click Save

    • Why is my Opt-In list is missing?

      If your Marketing Opt-In list is missing from Marketing > Lists, simply click "Sync Users Now". A pop up will appear and let you know it can take a few minutes to complete. Once completed, the Opt-In list will appear in your list options.

    • Appointment List Report

      This feature will be released in May 2024, stay tuned!

    • Where can I find a list of open tickets?

      To see all open tickets:  Go to the Menu Icon (≡) Select Check Out List A list of all open tickets will appear