Manage the waitlist
When you are fully booked, the waitlist keeps interested clients in one place so you can fill a cancellation quickly. It is available if your plan includes it.
How clients join#
- Online: when a day has no free times on your booking page, clients can choose Join the waitlist and leave their details and preferred timing.
- By you: on the Waitlist page, click Add to waitlist and enter the client's name, email or phone, the Service wanted, their Preferred timing and any Notes. Leave the service empty if they will take anything; it then shows as Any service.
Entries with an email are linked to the client's record automatically.
Know when someone joins#
The Waitlist item in the sidebar shows a count of clients still waiting. New joins also appear in the notification bell and, if you have the mobile app, as a push notification that opens the entry, see Push notifications & activity alerts.
Work the list#
Each entry has a status: Waiting, Contacted, Booked or Cancelled. Change it from the status menu on the row, and filter the list by status.
When a slot opens, click Book on the entry. A new booking opens already filled with the client's details; once you save it, the entry is marked Booked and links to that appointment. If that booking is later cancelled, you can book the entry again.
Automatic alerts on cancellations#
When an appointment is cancelled, Lorenly tells the longest-waiting clients who want that service that a spot is open, by email (and by text message if SMS is set up), with a link to book. It only alerts a few people per cancellation, and never clients already marked Contacted, Booked or Cancelled.
On the mobile app#
Open Waitlist from the More menu (its badge shows who is waiting), or put it on your tab bar, see Customize the mobile app tabs. You can add, edit, change status, remove and Book entries from your phone.