How do I use the Waitlist on the Appointments calendar?

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

Adding a Client to the Waitlist

Click Waitlist, then click New+ to add a client to the list.

Select an existing client or click New Client+ to create a new client. Then| selec the service they wish to book and, if they have a preference, choose a staff member. If the client is happy to book with any available staff member, click Skip.

Adding More Services

If the client is looking to book more than one service, you can add more by clicking +Add another service 

Selecting the Client's Availability

Next, select the days and times the client is available.

Alternatively, if the client is looking for the earliest available timeslot, set the availability to 'As soon as possible'.

Adding Notes

Finally, add any appointment Notes, then click Done to finish.

As soon as the booking is moved from the waitlist to your appointment calendar, notes will automatically be added as appointment notes.

Accessing the Waitlist in PhorestGo

In PhorestGo, you can access the Waitlist from your Calendar by tapping the Waitlist icon in the top right corner.

The Waitlist in PhorestGo works just like it does on the Desktop version.

Understanding & Managing Your Waitlist

When you have bookings in your Waitlist, you'll see a number badge appear on the Waitlist button.

This number shows how many waitlist bookings are for the day you're currently viewing in your Appointments calendar. It will update automatically as you move through each day, so you can easily see how many waitlist bookings are scheduled for that specific day.

Click the Waitlist button to see a filtered list of all relevant waitlist bookings. The list is automatically filtered by the date you were viewing in your Appointments calendar, with the longest-waiting booking (based on the creation date) displayed at the top.

Filtering the Waitlist

Use the filters at the top of the Waitlist to view a specific staff member or different dates.

Viewing a Client's Appointment History

You can quickly access the client's appointment history from the Waitlist by clicking their name.

Adding a Waitlist Booking to the Calendar

To move a booking from the Waitlist into your calendar, select Add to schedule, then click the time slot where you wish to book the appointment.

Removing a Booking from the Waitlist

Waitlist bookings will not automatically disappear when the client's preferred dates have passed. You can remove a booking from the waitlist by clicking the 3 dots > Remove.