Using the Waitlist
This guide walks you through the process of adding a client to the waitlist and booking an appointment once availability arises. Follow the simple steps below to efficiently manage waitlisted appointments.
1. Adding a Client to the Waitlist
- Open the Appointment Assistant: Click the wand icon located at the bottom right-hand corner of your screen.
- Select the Client: Click on the client icon in the top left to choose your client.
- Set Appointment Preferences:
- Select the desired date range (e.g., today).
- Choose the time range during which the client is available.
- Choose the service (e.g., style cut).
- Select the requested employee (e.g., Helen).
- Search for Availability: Click 'Search.' If no appointment times are available, you will be prompted to add the client to the waitlist. Click Yes.
- You will be prompted to search for alternate times. press No.
2. Viewing the Waitlist
- Access the Waitlist: Click the hourglass icon at the bottom left to view the waitlist for the selected date.
- Check Waitlist Status: The client’s status will show as "waiting." Click Done to return to the appointment book.
3. Booking a Waitlisted Appointment
- Wait for Availability: If an appointment slot opens (e.g., a cancellation), a notification will appear in the bottom left corner of your screen.
- Book the Appointment:
- Click on the waitlist icon and select all bookable requests.
- The client's status will change to "bookable."
- Click on the appointment and select Schedule.
- Select a Time: Available times (e.g., 1:30 PM) will be displayed. Choose the time and click Book Now to confirm the appointment.
This simple process ensures clients are added to the waitlist and promptly booked when a suitable time becomes available.