The Waiting List is available in the Preferred edition of the Envision program. You can upgrade your account on the Account Subscription page. |
The Waiting List is a feature that allows the clients who want an appointment to be tracked and booked easily when an opening becomes available. The request will be entered for a specific date range, with a specific employee, and for a specific service.
This screen can be reached by clicking on the "Waiting List" option to the left of the calendar screen, or by right-clicking over a blank space on the appointment calendar.
1. | Select the Add New Button |
2. | Enter the beginning date that the client would like an appointment |
3. | Enter the last date that the client would like an appointment |
4. | Select the client. |
5. | Select the requested employee. |
6. | Choose the requested service. |
7. | Enter any notes. This step is optional. |
8. | Select to Save. |
When openings become available on the calendar, a small pop-up will show in the upper right when saving an action on the appointment calendar screen.
1. | Open the Waiting List |
2. | Change days using the drop-down calendar at the top of the window |
3. | Select Refresh |
If a client request is red, there is an available opening for the requested appointment
1. | Click over the requested appointment in red |
2. | Select the Search button. |
3. | Choose from the available times by clicking once to select. |
7. | Select to Book Now |
8. | Choose to Book Appointment |
Any notes from the waiting list will transfer to the newly-booked appointment.