How do I manage my waitlist?

View and manage waitlisted prospective clients within the Client Directory.

Updated over a week ago

Never lose track of a prospective client through integrated waitlist management available within your Client Directory.

How to view and manage your waitlist.

  1. Enter the Client Directory

  2. On the top right, click the dropdown menu and select, "Waitlisted."

  3. Sort Waitlisted clients by Join Date by clicking the arrow icon beside this column to view the most recent or oldest requests.

Ready to work with a client?

  1. Select the client you want to start working with

  2. Inside the Client Record, click "Settings."

  3. Click "Waitlisted" to change their status to "Active."

And... you are done!

You can adjust a clients status anytime by selecting "Settings" within the Client Record.

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