Hello-Groom - Add to Waitlist option for OLR appointments
You are able to quickly add appointments to the waitlist and are able to send out a Waitlist email.
The Waitlist is a separate schedule where you can keep these appointments but they are not part of your live schedule.
You can view it through Grooming, Waitlist.
If you do not want to use the Waitlist option, click on OLR Settings, General and check the box to disable it. Please remember to save your settings.
This means that the Add to Waitlist button will not appear on Pending appointments.
Click on Online Reservations, OLR Settings. Click on the General tab and scroll to the bottom of the screen.
Check the box if you'd like to send out an email. You will still be able to opt out of sending the email when adding the pet to the waitlist.
If you uncheck the box to send the email, that won't be an option on the Pending appointments page.
There is a default message but you are able to edit/add your own message. Please note that any information that shows in brackets like [[ClientName]] or [[PetNames]] will automatically load that information.
Remember to scroll back up to the top of the page and click Save Settings when done.
If you'd like to send an email reminder to staff members when a pet is added to the waitlist, click on OLR Settings, General, Email Settings. You can notify multiple email addresses if needed. Be sure to Save your settings.
On the pending appointment you have the option to click Add to waitlist. It will then display the options for sending or not sending the waitlist email.
If you'd like to view the appointment before adding them to the waitlist, click the Edit button. Make sure all settings are correct. Click the Add to Waitlist button and save the appointment. This will also send the waitlist email to clients and staff if you have those enabled.
If you opted to send the waitlist email, your client will receive this message.
If you opted to send an email to staff when adding a pet to the waitlist, you will receive this message.
Your client will be able to log into their portal and easily see if the appointment is waitlisted. The entire line will be in bright yellow.
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