QG - Add a Client to the Wait List

In the Appointment Book

From the right-hand menu, select Waiting List

The Waiting List screen will display

Click in the Client field in the "Click here to add a new row" row to begin entering a client to your waiting list

Tab to move between each field

 

Client (required): Choose the client by either, using the drop down list and scrolling down the Client List

OR

Start typing the clients name to see a shortened version of the Client List

 

Day of the Week: Select the day(s) of the week the client can attend an appointment by ticking the options in the drop down list

 

Time of the day: Select the time period for which the client can attend an appointment by ticking the options in the drop down list.

 

Location: Select the Location(s) where the client can attend an appointment by ticking the options in the drop down list.

 

Practitioner: Select the Practitioner(s) the client wishes to see.

Notes: Add any additional details specific to the client on the waiting list.

 

Create Appointment: Click the Create Appointment button to create a New Appointment for the client displayed on the waiting list.

 

Remove: Click the Remove the button to remove the client from the waiting list. This needs to be manually done once an appointment is created.

 

Phone Icon: Click the phone icon to see the clients phone contact details