Waitlist Appointments in Day View

You can reduce the risk of accidentally scheduling over clients who are waiting by enabling Waitlist Appointments to display directly in the Day View of your schedule. This article walks you through configuring your settings and managing waitlist appointments from the Schedule.

Things to know:

• This feature is controlled by the "Display Waitlist Appointments on Day View" setting, located in your Settings.
• Clients added to the waitlist appear as striped blocks on the selected staff member’s schedule at the next available appointment slot.
• Waitlist appointments:
• Do not block availability for online or in-store bookings
• Automatically shift to earlier time slots if a scheduled client cancels
• Move to the next available slot if someone books over the reserved time

Contents

• How to Configure Waitlist Appointments in Day View
• How to Add and Manage Waitlist Appointments
• Viewing Waitlist Appointments in Day View

How to Configure Waitlist Appointments in Day View

1. Go to Business Setup > Settings
2. Scroll to the Calendar section
3. Toggle "Allow Clients To Be Added To Waitlist?" to YES
4. Additional options will appear Toggle "Display Waitlist Appointments On Day View?" to YES
5. Click Save  

How to Add and Manage Waitlist Appointments

Once the settings are enabled, follow these steps:

1. Navigate to the Schedule
2. Click the + Open Waitlist button on the left side of the screen.
3. In the waitlist modal, click + Add Client.
4. In the Edit Client in Waitlist modal:
   • Select the client
   • Choose the service and preferred staff member.
5. Click Save
6. The client is now added to the waitlist and visible in the Current Waitlist modal
7. Click Close to exit the modal

Viewing Waitlist Appointments in Day View

1. The waitlist appointment appears as a striped block on the selected staff member's calendar at the next available time.
2. The appointment will be in a "Waiting" status and will not interfere with online or in-store booking availability. When a slot becomes available, click the appointment and select Start Service.
   
3. The appointment status will update to Checked-In, and the client will be removed from the waitlist.
4. Once the service is complete, update the status to Checked-Out to log the duration of the appointment.

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