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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

Efficient search and priority filters

AI Automation Waitlist and triage 03

Making your life easy from the get-go

Easily find clients based on tags, priority, availability, preferred practitioners, location and more

Customise the displayed fields to show or hide information, providing a quick overview of client details such as days on the waitlist, preferred day, time, service, location, and practitioner

Utilise the map view to locate and support clients in similar areas

Waitlist matches

Automate

Automate waitlist matches when creating appointments or support activities

Prioritise

Prioritise clients based on the longest wait time, streamlining the onboarding process

Update

Easily update client details, with all changes recorded in the changelog for comprehensive tracking

Up to date, always

Keep track of active and closed cases, as clients seamlessly transition from the Active to the Closed list once appointments or support activities are initiated, ensuring your waitlist is up to date, and new clients can receive care with ease

Spend less time on admin and more time with clients

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