Guests and reservations
Waitlist in the appointment book
In the appointment book under “Waitlist” you add customers waiting for an appointment. With “Offer free slots automatically”, after a cancellation the next matching customer gets exactly that slot by SMS with a link; if the offer runs out, it moves on.
Adding
- 1. Open Reminders, Appointment book at the top, Waitlist tab.
- 2. Choose Add.
- 3. Enter customer and mobile number, pick a service (or any service) and a person (or anyone), plus a note such as “afternoons only”.
- 4. Tick Has agreed to SMS if the customer has agreed. Otherwise there is no offer by SMS.
Offering automatically
- 1. In the Waitlist tab, switch on Offer free slots automatically.
- 2. Set how long an offer is valid (Offer valid (minutes), 120 by default) and the text of the offer.
- 3. Save with Save automatic offers.
If someone cancels, the next matching person on the list gets exactly that slot by SMS with a link. YES or a click books it; first the Hub checks once more that the slot is free. If the offer runs out, it goes to the next person.
Offering by hand
For a gap that did not come from a cancellation: Offer a free slot, pick the time, Send offer.
The list
It is split into offered, waiting and done. You can put a customer back to waiting, and Remove takes them off the list.
This waitlist is for appointments. The waitlist for tables is in Keeping a waitlist for tables.
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