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Version 7 Service Pack 1 Published 22 December 2020
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Add a Client to the Waiting List
The Waiting List can be used to hold details of clients who are waiting for an appointment as soon as one becomes available. e.g. they could be scheduled into a slot when an appointment has been cancelled. The creation of an appointment for a client on the waiting list when a space becomes available is a manual task. It can however be initiated from the waiting list. The waiting list entry must be manually removed after the appointment is created.
The fields viewed within the Waiting List can be changed as required. All of the standard sorting and filtering functions can be used on this form.
Tip: Due to the increasing number of fields, the Waiting List can be docked at the bottom of the screen rather than at the side. See our video on how to do this.
Add Client to Waiting List
Click the text Click here to add a new row to begin entering a client to your waiting list
Tick the Show filter row to display the filter row at the top of the form. See Grouping, Filtering and Sorting for more details on how to use filter fields.