Help / Calendar and appointments
Add a client to the waitlist and offer them a slot
Keep a list of clients who want a time that is not free, and message them when one opens up.
Who can do this: Owner, Manager and Front desk.
Steps
- On the calendar press New appointment, pick the household, pet, service and day, then press Add to waitlist.
- Choose a Time of day (Any time, Morning, Afternoon or Evening), add an optional Note (for the team) and press Add.
- When a slot opens, go to Requests and open the Waitlist tab.
- Press Offer this slot, edit the Message to the client, and press Send offer.
- Press Remove when the entry is no longer needed.
What you will see
- "Added to the waitlist. Find it under Requests > Waitlist."
- "Offer sent in their conversation." or "Offer sent by text." The entry then shows Offered.
Common problems
- Add to waitlist is greyed out.
- Pick the household, a pet, the service and a day first.
- "Messaging clients from the Inbox is off for your role."
- The owner can switch Message clients from the Inbox on in Settings > Texting.
- The offer fails with a texting refusal.
- The household needs appointment-text consent and a mobile number; see turning on appointment texts.
Good to know
- Waiting is manual. Clients cannot join the waitlist online, and the platform does not notify or book anyone by itself when a slot opens.
- Past days drop off the list automatically.