Managing the Waitlist

What the waitlist is for

The waitlist holds patients who want an appointment but couldn't get one at the time they wanted. When a slot opens up, you can book a waitlisted patient into it directly from the same panel.

What you'll learn

Where to find the waitlist and how the count badge works
How to add a patient to the waitlist
How to book a waitlisted patient into a slot

Opening the waitlist

Open the waitlist drawer or panel from the scheduler. A count badge shows on the waitlist entry point, but only when there are entries waiting — it stays hidden when the waitlist is empty.

The waitlist panel open on the scheduler, showing a list of waitlisted patients with a count badge on the waitlist entry point.

Adding a patient to the waitlist

You can add a patient to the waitlist from the appointment drawer when creating a new appointment with a patient already selected, using the Waitlist button in the drawer footer.

Using the Appointment Scheduler

See where the Waitlist button appears in the appointment drawer.

Booking a waitlisted patient

Open the waitlist

Open the waitlist panel from the scheduler.

Choose a patient to book

Click the entry for the patient you want to book now that a slot is available.

Fill in the booking sub-form

The panel swaps entirely into a booking sub-form in place of the list view, where you choose the date, time, and practitioner for the new appointment.

Save, or go back

Save to book the appointment, or use the back arrow at the top of the sub-form to return to the waitlist without booking.

The booking sub-form replaces the list Clicking to book a waitlisted patient doesn't open a separate modal — it swaps the drawer's list view for a booking sub-form. Use the back arrow to return to the waitlist.