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Waitlists, handled

It’s the waitlist that practically sorts itself. Access a customisable Waitlist directly from your workspace, featuring efficient search and priority filters, customisable fields, and a map view for streamlined client support. Automate matches, prioritise based on wait time, and seamlessly transition clients from the Active to the Closed list - all helping you support new clients efficiently.

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AI Automation Waitlist and triage 01

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
AI Automation Waitlist and triage 02

Spend less time on admin and more time with clients