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Wait lists
Updated over 7 months ago

To access your wait list settings, click on the App Drawer then click on Setup > Business > Business Policies > Wait List.

Once your wait list settings have been configured, you can set custom wait list settings for specific services by clicking on the App Drawer then clicking on Setup > Services and selecting the service to edit. Your custom wait list settings will be available under Custom Business Policies in the Advanced Settings of the service you’ve selected.

Understanding wait lists

Wait lists are used to let clients wait for an available spot in fully booked services. If a client cancels their booking, the spot is opened to the client who has been on the wait list the longest.

What you can do with wait lists

  • Adjust the capacity limit for a service.

  • View the wait list for a service. This can be done from the attendance list for classes and events or from the schedule for appointments and assets. (Video)

  • Manually promote clients from your wait lists.

  • Automate your wait lists so that clients are automatically promoted from the wait list based on who has been on the wait list the longest.

  • Provide email notifications to clients when a spot becomes available for them. (Video)

  • Require clients to confirm if they would like to be promoted from the wait list.

Getting started with wait lists

Follow these steps to set up wait lists for your clients (Video):

  1. Enable wait lists for your business: Turn wait lists on and configure any options in the wait list settings on your business policies.

  2. Set up custom wait lists for specific services: With wait lists enabled, this feature will be available under Custom Business Policies in the Advanced Settings of your services.

Key tips

  • Wait lists and payment

    • You can allow clients to join a wait list without paying for the service. This can be toggled on or off on the wait list page in your business policies. If they’re promoted from the wait list, they will be charged for the service if they don’t own an applicable Purchase Option.

    • Clients can still book and pay for a service when they’re on the wait list. If the client isn’t moved up from the wait list before the service starts, and they used an existing Purchase Option to pay, their payment is automatically returned to them. If they paid the drop-in rate, a staff member will need to refund them, but they can re-use the drop-in the next time they book.

  • Wait list policies

    • Some purchase rules for events require clients to enroll in all of an event’s sessions. In these cases, waitlisted clients are only promoted if a booked client cancels all their sessions. You can work around this by manually promoting clients from the wait list.

    • If you require clients to confirm their promotion from a wait list, the client will receive instructions in their email notification on how to sign in and confirm their wait list promotion.

      • If the service is a class or an event, client information will appear in the Wait for Confirm List section on the attendance list.

      • You can set a time limit for clients to confirm their promotion to the attendance list. If a client doesn’t confirm within that time limit, they’re returned to the wait list and the next client in line is given the opportunity to promote themselves. This cycle continues until a client confirms, or until each client has been given an opportunity to promote themselves.

      • Clients returned to the wait list will no longer receive automatic promotion opportunities and can only be moved from the wait list manually by a staff member.

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