Add a Client to the Waitlist
 

Policy

• Rather than turn away Clients, when we are unable to accommodate a guest with their preferred provider at their preferred time, it is the duty of the Front Desk to add the Client to our Waitlist!
   
• A Waitlist entry can only contain a single service request. If a Client is requesting more than one service you will need to create a separate Waitlist entry for each service.
   

• The waitlist is linked to the date in the Appointment Book. To add a waitlist entry for a different date, change the date of the Appointment Book to the required day.

Task

1. In the Appointment Book, navigate to the date the Client wishes to book
    
2. Select the 'Waitlist Icon'
   
   
    
3. Click 'Add To Waitlist' to expand this section.
   
   
4. For a New Client: Click 'New Guest' and enter in the required fields: Clients first and last name, phone number, gender, email, and service type requested. Optional fields are: provider request, date and time. 
    
5. For an existing Client: Search their profile by name, phone number or email. Required field: requested service type. Optional fields are: provider request, date and time. 
    
6. To add Client notes select 'Add Note'. If this waitlist item is later converted into an appointment, the notes from the waitlist will transfer over as appointment notes.
    
7. Select 'Waitlist'
    
8. To view waitlist entries that have yet to be converted to appointments, select the 'Manage Waitlist' tab.