Add a client to the waitlist

When nothing is free at the moment a client wants, put the client on the waitlist. You record when the client can come and which services they want. When something opens up, the waitlist shows straight away which times fit.

Add a client

1. Go to Agenda in the menu and click the Waitlist icon at the top right. On a phone, Waitlist is in the Calendar views menu at the top left.
2. Click Add.
3. Find the client in Search by name, email or phone number, or choose Add a new client.
4. Under Date and time, click Add a time. Choose a Date and under Time window pick Any time, Morning, Afternoon, Evening or set From and To yourself. Add another time adds more moments. If you add none, the client can come on any date and at any time.
5. Click Continue and pick the services. Click Continue with the number of services.
6. In the Summary, choose a team member per service, or leave Any team member. Optionally write something under Notes; it is only visible to your team.
7. Click Save.

If you are looking for a time for a new appointment in the calendar and nothing is free, choose Join the waitlist in Pick a time. That button is there once you have picked a client. The client and services are then filled in already.

Each request can hold up to 20 services and 20 times. The client gets an email saying they are on the waitlist, if the Added to waitlist email is switched on under Marketing › Automations.

Clients who sign up online

With online sign-up switched on, clients picking a time on your booking page see Can't find a suitable time? with Join the waitlist. They choose days and times and leave their details. Their request then appears in your waitlist like any other. You switch this on or off under Settings › Planning › Waitlist.

Change or remove a request

In the waitlist, click Actions next to the client and choose Edit preferences or Remove from waitlist. Removing cannot be undone.

Frequently asked questions