How to book wait list clients

Learn how to book clients from your wait list in ClinicSense to fill in cancelled appointments.

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When you want to fill an empty time slot

1. On your Calendar, click on an empty time slot then select Schedule from wait list
   
2. You will see a list of clients that are available to book that time
3. You can book a specific client or you can notify the wait list so they can book themselves in
   
4. If you choose to notify the wait list, you control the order in which clients are notified
   
   Note:
   • When viewing your wait list, clients who’ve waited the longest appear first on the list
   • Hover on their name to see when they joined and how long they'll be on the wait list 
     

When you cancel an appointment

1. Cancel an appointment as your normally would
2. ClinicSense will pull up your wait list if clients are waiting for that time
3. Fill the spot by booking a client manually or letting the wait list know there’s an opening
   
4. If you choose to notify the wait list, you control the order in which clients are notified
   

When a client cancels online

When a client cancels online, ClinicSense can automatically notify your wait list so the time slot is filled without you having to lift a finger.

1. Go to Setup > Scheduling Settings and select the Wait List tab 
2. Set notification preferences to automatically contact wait list clients when openings occur
3. Click Save
   

Video Guide