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Managing your Wait List with Jane

Need a little help managing your Wait List? Jane’s got you! There are a few different ways you can use Jane’s Wait List features to help keep track of client requests and get them in for earlier appointments. 💪

We’ve created this guide as your “hub” to all things Wait List Management.

🎬 🍿 If you’d like to follow along for a detailed tutorial with Sophia, you can hit play and feel free to skip ahead to certain sections using the Chapter Markers below. Otherwise, scroll down to dive into the guide!

Let’s start with Wait List basics

This guide will show you how you can add, edit, or remove clients from your Wait List and introduce the Wait List Report. For those not using Wait List Notifications, it also shows you how you can book a client from your Wait List!

📜 Using the Wait List

Wait List Notifications

Here’s a quick overview of how the feature works:

👀 When an appointment is deleted, cancelled, no-showed, or moved, Jane will scan the Wait List and hold that spot for all of your eligible wait-listed clients (clients whose preferences fit within that spot).

💪 When you click on the spot being held, Jane will give you some options:

  • Send a notification to all those clients at once
  • Release the spot back to the general public
  • Book a specific client into that spot with a single click

🚀 If you choose to enable automatic Wait List Notifications, Jane will send out an SMS or email notification (based on your clients’ preferences) to all of those clients for you!

⏳ If there are no takers after a notification has been sent out, that spot will automatically be opened back up for the general public to book into after a customizable amount of time.

Let’s get started!

🔨 Setting Up Your Wait List Notifications

If you’d like more control over who receives notifications and prefer to keep automatic notifications turned off, you can learn more about the feature here: 👇

💬 Using Wait List Notifications

If you do choose to enable automatic notifications, you can learn all about it here: 👇

🚀 Using Automatic Wait List Notifications

Wondering what Wait List Notifications look like to your clients? Check it out: 👇

🤝 Wait List Notifications: Your Client’s Experience

Having a little trouble with your Wait List Notifications? Not sure why Jane is responding in a certain way? Take a peek at our guide on: 👇

❓Wait List Notifications: FAQ & Troubleshooting

We hope you find what you’re looking for in the guides above! If you’re left with questions, or would just like to chat through your setup, please don’t hesitate to get in touch! We’re always happy to hear from you. 💙

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