Personalise email Communications with the new Email Signature feature
15 Aug 2023
The Waitlist can be accessed from your Splose workspace. The waitlist has many exciting features!
Map view helps you plan your travel routes and maximise your time. It also displays clients based on the waitlist filters applied! For example, if you want to filter out clients waiting for Speech Pathology and tagged as high priority, you'll only see those clients on the map. This is really helpful if you're looking to support clients with similar needs.
The map view helps you save time on travel, optimise your schedule and support more clients!
When you add a client to the Waitlist, you can select the preferred services, locations, practitioners, and preferred days and times for an appointment or support activity. With tags, you can categorise and filter clients based on the default waitlist tags for high, medium, and low priority, or create your own tags to use! From the Waitlist, you can send an email or SMS to follow up on availability and keep clients informed. Since the clients' record already exists in your workspace, you can fast-track onboarding by sending intake forms and service agreements.
Take advantage of Waitlist automation! When you create an appointment or support activity from the calendar, Splose will indicate if clients on your Waitlist are available during the selected time as Waitlist matches. It also sorts clients by the longest wait time, so you can prioritise as needed. When you match a client from the Waitlist, they will be automatically moved from the Active list to Closed list, so you know they have been onboarded. Should a client's circumstances or preferences change, you can update their Waitlist details, and all updates will be recorded in the changelog.
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