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Adding Clients to Waitlist on Scheduler App

In this article, we will walk through the steps on how to add clients to the waitlist using the scheduler app.

  1. Log into the app. For details on how to, learn here
  2. Once signed in you will be directed to the schedule by default
  3. To add a client to the waitlist, tap the waitlist icon in the top right-hand corner of the screen                                                                                                                        
  4. On the 'Current Waitlist' screen, enter the appointment details:               
    • Client - If the client exists in your Client Manager, tap the arrow to the left of the 'Client" row to display your client list then locate and tap on the client's name to add them. If the client is not in your Client Manager you can add the client's information by tapping the '+' icon in the bottom right-hand corner of the screen in the Client Manager                      
    • Family/Pet/Vehicle - For family/pet/vehicle business, tap the arrow to the left of the row to display the family/pet/vehicle list then locate and tap to add them
    • Staff Member - Select the staff by tapping the (>) arrow to the right. You can choose a specific staff member or set to 'Next Available' 
    • Service - Add the service by tapping the arrow to the left of the 'Service' row to select the preferred service
    • Note - Add appointments if needed 
    • + Family/Pet/Vehicle - If you wish to add more family members, pets or vehicles, you can add the information by tapping here. Another section will be exposed when tapped to enter the additional details                                                               
  5. Save
  6. You will be redirected to the 'Current Waitlist' screen to view the clients waiting

To view more details about the appointment in the waitlist, tap the (>) to the right to open the 'Waiting' page. Here you can see:                                                                                                                                                             

  • Action buttons:
    • Start Service - This button will turn green when the selected staff member is available. When you are ready to move a client from the waitlist into an appointment spot you can simply click this button
    • Cancel - Clicking this button will remove the client from the waitlist
    • Message - This can be used to send a Communicator message to the client

 

For more information contact us at support@mytime.com.                               

 

 

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