If your schedule is packed (especially during your busy season) we recommend creating a waiting list to help relieve the stress of scheduling during the busy season. Follow these steps:
Add a note to your self-scheduling system.
Add group of self-schedulable items called "Waitlist"
to your master service. (See image below).
Create custom templates for phone call prompts that you can use each time a client requests to be added to your waitlist.
Use the 'Call Center' to manage any clients on your 'waitlist'.
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: (From Web App) Go to your call center > scheduled calls to manage everyone on your waitlist. We are still working on getting the call center in the mobile app.
Step 6: Done.
NOTE: Assigning a preexisting template as a custom message is possible from the mobile app. However, creating a new custom message template must be done from the web app.