View the waitlist and call customers after a cancellation

View the waitlist and call customers after a cancellation

The waitlist shows every customer waiting for an appointment of their service. You open it at /manager/waitlist. It applies to the location chosen at the top of the dashboard.

The list

Each row names the customer, the service, the preferred staff member, the wished day, the flexibility (±n days), the priority and how long the entry still lasts. The filter All services narrows the list to one service. You can sort by priority and by when the entry came in. An entry disappears with Remove, after a confirmation.

What happens on a cancellation

When you cancel an appointment, in the dashboard or at the till, Terminz checks the people waiting for the same service. Wished days up to three days before and after the freed appointment count. If an entry has a preferred staff member, it has to match the staff member of the appointment. Up to five matching entries are then set to “notified”. Terminz sends no email for it. You decide whom to call.

After a bulk cancellation in the dashboard

When you select several appointments in the appointment list and cancel them with Cancel (a single appointment from that list too), Terminz adds up the people waiting for all the freed times. If at least one person is waiting, a sheet opens saying for example “3 times freed up, 2 people are waiting”. Open waitlist takes you to the list, Later closes the sheet. If nobody is waiting, you only get the short message. The count follows the same rule as above (wished days up to three days before and after the freed time, a preferred staff member has to match). No entries are set to “notified” and no email is sent; you decide whom to call.

After the cancellation at the till

As soon as an appointment is canceled in the till app and customers are waiting for it, the appointment sheet says for example “2 are waiting for this day”, and a list opens. Each row shows name, service, wished day and, if the number is released, the phone number with buttons to call. Book opens the booking with the customer, the service and the freed time. With the booking the entry is set to “booked” and drops off the list. Without a connection Book is greyed out. You only see the list with the permission “Create and edit appointments, and after a confirmation also across buffer, break and working hours”. More about the till app under Till access.