How do I use the Waiting List on the Appointments calendar?

This article will show you how to use the Waiting List column on your Appointments screen in order to add clients to a waitlist when no suitable timeslots are available.

Note: The Waiting List feature is not currently available on Phorest Go.

Click the Clock icon on your Appointments screen to open the Waiting column on your calendar.

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If a client is looking to book an appointment but there are no timeslots available, you can book an appointment in the Waiting column with a matching start time to another appointment.

If an appointment with a matching start time becomes cancelled or deleted, and that timeslot becomes available, a pop-up message will appear asking if you would like to move the appointment from the Waiting list into this newly available timeslot

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Once the appointment is moved from the Waiting List over to a staff member's column, the client will receive a Confirmation email/SMS provided you have your Confirmation SMS/Email enabled.

If the appointment is left in the Waiting List column, it will be recorded in the client's Service History (Double-click the appointment > Client Card) but will have an indicator to say it's a Waiting List appointment. However, once the appointment is moved to a staff member's column it will show as a regular appointment.

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