STX Cloud: Waiting List

 Waiting List

As we get busy, it’s important to keep a list of clients eager to get in for an appointment.  Utilize the waiting list to keep your list of clients organized and find their next appointment with ease.

Note: If a currently booked appointment gets its status updated to “Canceled”, the System will then automatically open the Waiting List.

Add a Client to the Waiting List

  • Click Waiting List

  • Click (+) New

    • Search for a client or click (+) to add a new client

  • Select an Appointment Date Range

  • Select Worker & Service combinations

  • Enter notes in the notes field

  • Click Save

Add a Client to the Waiting List from Find Appointment

  • Click Find Appointment

  • Search for a client or click (+) to add a new client

  • Select an Appointment Date 

  • Select Worker & Service combinations

  • Enter notes in the notes field

  • Click Search for Appointment

  • Click Add to Waiting List

Find Appointments from Waiting List

  • Click Find Appt

  • Name, Service, Worker and Notes will populate the Find Appointment page, make adjustments as needed

  • Click Search for Appointment

  • Click a Date and Time to book the appointment

  • Click Schedule Appointment to add it to the calendar and remove the line item from Waiting List

    • Click Cancel or Add to Waiting List to keep the item on the Waiting List.

Additional Waiting List Operations

Sort by Created Date, Date Range (start date), Client First Name or Client Last Name

Filter results by Date, Worker or Expired entries

Click Delete All Expired to remove expired entries

Click the Trash Can Icon to remove the item from the list

Hover over Note Icon to see the note associated with the line item

Click the Pencil Icon to edit the entry

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