Questions answered in this article:
How to add client on waitlist?
View the instructional video(s) on this topic below:
Clients tab: Adding clients to your waitlist (2 min video)
1. Go to the Client menu on the left side tab. It will then proceed to the Client’s page. Click the Waitlist tab and select the New button.
2. After clicking the New button, a modal form will appear where a provider can be chosen and client details are to be filled out.
3. After completing all the fields in the form, click the Submit button to finalize. The client entered this way will stay in the waitlist tab until until the practitioner either deletes the information or completes the client on-boarding.