NOTE: This feature is only available on Pro and Ultimate subscription packages.
Business Setting - Enabling the feature
While logged in as the business owner, navigate to the "Online Booking" page using the left side menu.
Select "General Customization" and scroll down, you will see "Waitlist". Make sure the switch is blue which means enabled.
Adding and Managing Clients on the Waitlist
Business, Booking Managers and Staff Members can access the Waitlist on the Calendar page. Click this button when on the Calendar over here to navigate.
Located on the top right corner of the page. Staff can "add new waitlist" for clients here. This is particularly useful when managing a busy calendar and you want to have clients ready to take a last minute cancellation or reschedule.
The client name, location, provider name, service name, date from/date to, available from/available to are all required fields when adding a client to the waitlist.
You can add dependents on the waitlist as well, their names will appear under "Client name".
The "Internal Note" does not get shown to the client and get be edited by any staff member.
Trying to add a Client to a waitlist that has an existing booking already will show you an error message and will stop the booking.
You can delete a client waitlist requests using the "Trashcan" button under "Actions"
You can view a waitlist request and add/edit the Internal Note by clicking the "Eyeball" button under "Actions".
Widget - Client Waitlist Process
Client lands on a widget that has waitlist enabled. They will see this banner with a "Join Waitlist" button.
Upon clicking "Join Waitlist" button, they will be taken to the next page to select the follow:
Date from/Date to: Selecting the date range of the request.
Available from/Available to: Selecting the time range of your request.
Minimum Notice time: The minimum required time to get notified for the booking confirmation. For example, one hour will give you at least 1 hour notice before the timeslot.
Message to business: Custom message to the business regarding the request.
Please note the "Date from", "Date to", "Start time" and "End time" fields are required.
After selecting the date and time options, the client should click on join the waitlist and they will be taken to the information page.
Notifications - Managing Requests from Emails
All waitlist requests will be emailed to the client as shown below.
The email contains a "Manage Request" button. Upon clicking the button, the client will be taken to page with the status of the request.
Which status a waitlist request can have:
In Waitlist
Booked
Expired
Canceled
Note: Only clients can cancel requests.
Calendar - How to book from Waitlist
Make sure to be on the "Calendar" page and click or drag anywhere on the Calendar to open up the Book Appointment window. You will see "Waitlist" on the right next to "Block time off"
Upon clicking "Waitlist", you will be taken to this window.
In this window, we bring the result that is matched with all the existing requests. The result is sorted based on the request date; the first request will be shown on top.
You can change the date and time filters to update the result. On the result, you can see the client's name, service name and the first bookable time that is matched with the client request. For example, in the above image, the client "Aylin Am" can be booked for 12:00PM for the "Massage" Service. If you want to confirm the booking, simply select the client "Aylin Am" and click "Book".
You may notice the "eye" button next to 12:00 PM, clicking this will open the Waitlist details for that client.
In the above image, you can see the details of client's request. On the top right of this pop up, we display the duration since the client joined this waitlist. For example, this specific client requested a couple of minutes ago and that's why it shows "Just now".
Occasionally, you will see the below symbol next to the client's name. This means that, this service has up to 30 minutes overlap with the selected time.
