Waitlist automation
- Triage new referrals from Embeddable Forms with the Waitlist Screener feature
- Send acceptance and rejection emails to clients based on your decision
- Expedite onboarding with fast-tracked processes, including sending intake forms and service agreements
Efficient search and priority filters
![AI Automation Waitlist and triage 03](https://cdn.craft.cloud/97df3833-063d-4b7a-b1fe-2cc2f1603c1c/assets/images/Website-Assets-App/AI-and-Automation/AI-Automation-Waitlist-and-triage-03.jpg?width=1920&quality=80&format=webp&fit=cover&s=ftv-syNonjZJMqJBj92C-bn6ysoLSFq6rujyovgvAeg 1920w 1920h, https://cdn.craft.cloud/97df3833-063d-4b7a-b1fe-2cc2f1603c1c/assets/images/Website-Assets-App/AI-and-Automation/AI-Automation-Waitlist-and-triage-03.jpg?width=1280&quality=80&format=webp&fit=cover&s=a5OqL2Vs0USBXQ1km2M3QioarnZZpOfEuxNJfaoj9Zg 1280w 1280h, https://cdn.craft.cloud/97df3833-063d-4b7a-b1fe-2cc2f1603c1c/assets/images/Website-Assets-App/AI-and-Automation/AI-Automation-Waitlist-and-triage-03.jpg?width=1024&quality=80&format=webp&fit=cover&s=TwFebm71gtTj_8hyT05jOmc5THyHZYvUQtucQ23v2g4 1024w 1024h)
Making your life easy from the get-go
Waitlist matches
![](https://cdn.craft.cloud/97df3833-063d-4b7a-b1fe-2cc2f1603c1c/builds/9c9a313b-9f1f-48c0-88b7-d7fd5aaac318/artifacts/dist/illustrations/topHandLower.png)
![](https://cdn.craft.cloud/97df3833-063d-4b7a-b1fe-2cc2f1603c1c/builds/9c9a313b-9f1f-48c0-88b7-d7fd5aaac318/artifacts/dist/illustrations/topHandUpper.png)