Creating and Managing Waitlists

You manage a practitioner's waitlist and notify the patient/client in several ways. With this feature, you can quickly view the practitioner's waitlist, add patients/clients to a practitioner's waitlist, notify patients/clients that are on a single practitioner's waitlist or notify patients/clients that are on multiple practitioner's waitlists, or notify individual patients/clients.

Add a Patient/Client to a Waitlist through the Calendar

  1. Click on the Add button in the bottom left corner of the Calendar sidebar
  2. Select the existing Patient/Client or Add New
  3. Select the Practitioner and Location
  4. Set the Date Range (if applicable)
  5. Choose the Days of the Week
  6. Click Save

Add a Patient/Client to a Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on Join Waitlist
  4. Select the Practitioner and Location
  5. Set the Date Range (if applicable)
  6. Choose the Days of the Week
  7. Click Save

Edit a Patient's/Client's Waitlist through the Calendar

  1. Click on the Show Waitlist switch in the bottom left corner of the Calendar sidebar
  2. Click on View All
  3. Filter by Practitioner (if required)
  4. Click on the Patient's/Client's name
  5. Make Changes
  6. Click Save

Edit a Patient's/Client's Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on the Three Dots of the waitlist you want to Edit
  4. Click on Edit or Delete
  5. Make Changes
  6. Click Save

View the Practitioner's Waitlist

  1. Click on the Show Waitlists in the Calendar sidebar
  2. Click on View All
  3. Click on the Practitioner's name

Notify the patient of the Availability

  1. Click on Show Waitlist in the Calendar sidebar
  2. Click on the Individual Patient's/Client's name to notify only them
  3. Or click on Notify in the Calendar header to notify Multiple Practitioners
  4. Or click on Notify in the Practitioner's match list to notify Patients/Clients that are on that Practitioner's list
  5. Confirm any changes
  6. Click Email

Important Note: So that you know, you can only email or phone patients/clients on the waitlist. Text notification is not available.

Managing Online Booking Registration

Adding an Availability to My Calendar

Adjusting Practitioner Online Booking Settings

Adding Breaks to the Calendar

Blocking Patients/Clients from Booking Online

You manage a practitioner's waitlist and notify the patient/client in several ways. With this feature, you can quickly view the practitioner's waitlist, add patients/clients to a practitioner's waitlist, notify patients/clients that are on a single practitioner's waitlist or notify patients/clients that are on multiple practitioner's waitlists, or notify individual patients/clients.

Add a Patient/Client to a Waitlist through the Calendar

  1. Click on the Add button in the bottom left corner of the Calendar sidebar
  2. Select the existing Patient/Client or Add New
  3. Select the Practitioner and Location
  4. Set the Date Range (if applicable)
  5. Choose the Days of the Week
  6. Click Save

Add a Patient/Client to a Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on Join Waitlist
  4. Select the Practitioner and Location
  5. Set the Date Range (if applicable)
  6. Choose the Days of the Week
  7. Click Save

Edit a Patient's/Client's Waitlist through the Calendar

  1. Click on the Show Waitlist switch in the bottom left corner of the Calendar sidebar
  2. Click on View All
  3. Filter by Practitioner (if required)
  4. Click on the Patient's/Client's name
  5. Make Changes
  6. Click Save

Edit a Patient's/Client's Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on the Three Dots of the waitlist you want to Edit
  4. Click on Edit or Delete
  5. Make Changes
  6. Click Save

View the Practitioner's Waitlist

  1. Click on the Show Waitlists in the Calendar sidebar
  2. Click on View All
  3. Click on the Practitioner's name

Notify the patient of the Availability

  1. Click on Show Waitlist in the Calendar sidebar
  2. Click on the Individual Patient's/Client's name to notify only them
  3. Or click on Notify in the Calendar header to notify Multiple Practitioners
  4. Or click on Notify in the Practitioner's match list to notify Patients/Clients that are on that Practitioner's list
  5. Confirm any changes
  6. Click Email

Important Note: So that you know, you can only email or phone patients/clients on the waitlist. Text notification is not available.

You manage a practitioner's waitlist and notify the patient/client in several ways. With this feature, you can quickly view the practitioner's waitlist, add patients/clients to a practitioner's waitlist, notify patients/clients that are on a single practitioner's waitlist or notify patients/clients that are on multiple practitioner's waitlists, or notify individual patients/clients.

Add a Patient/Client to a Waitlist through the Calendar

  1. Click on the Add button in the bottom left corner of the Calendar sidebar
  2. Select the existing Patient/Client or Add New
  3. Select the Practitioner and Location
  4. Set the Date Range (if applicable)
  5. Choose the Days of the Week
  6. Click Save

Add a Patient/Client to a Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on Join Waitlist
  4. Select the Practitioner and Location
  5. Set the Date Range (if applicable)
  6. Choose the Days of the Week
  7. Click Save

Edit a Patient's/Client's Waitlist through the Calendar

  1. Click on the Show Waitlist switch in the bottom left corner of the Calendar sidebar
  2. Click on View All
  3. Filter by Practitioner (if required)
  4. Click on the Patient's/Client's name
  5. Make Changes
  6. Click Save

Edit a Patient's/Client's Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on the Three Dots of the waitlist you want to Edit
  4. Click on Edit or Delete
  5. Make Changes
  6. Click Save

View the Practitioner's Waitlist

  1. Click on the Show Waitlists in the Calendar sidebar
  2. Click on View All
  3. Click on the Practitioner's name

Notify the patient of the Availability

  1. Click on Show Waitlist in the Calendar sidebar
  2. Click on the Individual Patient's/Client's name to notify only them
  3. Or click on Notify in the Calendar header to notify Multiple Practitioners
  4. Or click on Notify in the Practitioner's match list to notify Patients/Clients that are on that Practitioner's list
  5. Confirm any changes
  6. Click Email

Important Note: So that you know, you can only email or phone patients/clients on the waitlist. Text notification is not available.

Managing Online Booking Registration

Adding an Availability to My Calendar

Adjusting Practitioner Online Booking Settings

Adding Breaks to the Calendar

Blocking Patients/Clients from Booking Online

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming