Managing a 'Waitlist' during your busy season is easy using the call center.


FROM THE WEB APP


Step 1: Go to Settings > Message Templates > New

Step 2: Create a new phone call template and name it 'Waitlist'.

Step 3: Go to any client file > scheduled messages > new message.

Step 4: Add your new 'Waitlist' phone call prompt to this client.

Step 5: Go to your call center > scheduled calls to manage everyone on your waitlist.

Step 6: Done.


(Optional) During your busy season add a self-scheduleable 0 minute item to your Master Service List called 'Please add me to your waitlist for last minute openings'.

Pro Tip: add a self-scheduleable item to your master service list so clients can ask to be added to your waitlist when they self schedule their appointment online.




FROM THE MOBILE APP

Step 1: Tap on a client record.

Step 2: Tap the 'Contact' action button.

Step 3: Select 'Schedule a message or call'

Step 4: Tap 'Phone' & select your 'Waitlist' message template.

Step 5: Done.

NOTE: Assigning your phone call prompt to a client in the mobile app is possible. However, follow the web-app steps to create your message template.


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