To view the Waiting List you have two options; you can right click in the schedule and select “View Waiting List”

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or on the left side of the schedule under Appointment Options you will click on” View Waiting List”

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This will pop up the Waiting List to view what clients are on the waiting list or you can add clients to the waiting list. You can select a specific date and click refresh to see who is on the list for that date.

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To add the clients to the Waiting List you will view the waiting list and select the Add New button

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A pop up will appear for you to add the client to the waiting list.

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You will fill out the date and time range that the client is looking for. As well as, select the client, employee, and service they are looking to book. The Notes field is not required to fill out to save the waiting list request.

To edit the request you will view the waiting list, select the client's request and click the view/edit button.

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A pop up will appear to make edits to the request. You will make the edit and click save.

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To delete a waiting list request you will view the waiting list, select the request and click the Delete button.

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You can create a custom SMS message to notify clients about the available appointment.
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To add or edit the Waiting List SMS message you will go into Company Settings click Schedule Options. Under General Options is the field for the Waiting List SMS Message.

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The message can:

or

To send the message you will click on Send SMS in the Waiting List screen or the SMS Text button in the Available Times screen.

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When an appointment is canceled and you have a client who is on the waiting list for that time slot you will see this notification in the top right corner on the screen.

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You will view the waiting list, select the clients whose appointments request you are going to book.

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⚠️Important Note: When the request is in red font the appointment can be booked now.

You will click on Search to pull up the request to book it. You can also send the SMS from the search pop up and when you’re ready to book the appointment you will select the appointment from the available times and click on Book Now.

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The appointment booking pop up will appear and you will click Book Appointment.

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Once the appointment is booked the client will be removed from the waiting list.