Overview
Booking an appointment with a healthcare professional can often be difficult, time-consuming, and frustrating, especially when schedules are fully booked.
CompanyOn’s Waitlist feature helps clinics and practitioners manage appointment requests more efficiently by allowing staff to track clients waiting for availability and quickly schedule them when openings become available.
The Waitlist helps clinics:
• Manage high appointment demand
• Track client scheduling requests
• Fill cancelled appointment slots quickly
• Improve scheduling efficiency
• Reduce missed booking opportunities
How the Waitlist Works
The Waitlist allows clinics to create and manage a list of clients waiting for appointment availability.
When a time slot becomes available:
• Staff can quickly review the waitlist
• Clients can be contacted promptly
• Appointments can be scheduled faster
The Waitlist follows the same workflow as the standard appointment scheduler.
Where to Find the Waitlist
Open the Dashboard
Navigate to the Waitlist section
The Waitlist dashboard will open
How to Add a Client to the Waitlist
Open the Waitlist section
Click Add to Waitlist
Select the client
Select the requested service or practitioner
Add preferred dates or times if applicable
Save the waitlist request
What Happens Next
Once added:
• The client becomes part of the active waitlist
• Staff can review availability when appointments open
• The appointment can later be scheduled directly from the waitlist workflow
How to Schedule a Waitlisted Appointment
Open the Waitlist
Select the client request
Review available appointment times
Schedule the appointment
Confirm the booking
What Happens Next
• The appointment becomes part of the calendar schedule
• The waitlist request is updated accordingly
• Standard appointment workflows continue normally
Common Uses for the Waitlist
Common Scheduling Workflows
• Fully booked schedules
• Cancellation replacement workflows
• High-demand practitioners
• Last-minute openings
• Priority client scheduling
Best Practices
Recommended Best Practices
• Review the waitlist regularly
• Update waitlist requests when clients are booked
• Use clear notes for scheduling preferences
• Contact clients promptly when availability opens
• Keep practitioner schedules updated
Frequently Asked Questions
Where Is the Waitlist Located?
The Waitlist can be accessed directly from the Dashboard.
Does the Waitlist Use the Same Booking Workflow as the Calendar?
Yes. The Waitlist follows the same workflow as the standard appointment scheduler.
Can Waitlisted Clients Be Scheduled Directly from the Waitlist?
Yes. Appointments can be booked directly once availability becomes available.
Can Waitlist Requests Include Preferred Times or Dates?
Yes. Staff can add scheduling preferences when creating a waitlist request.
Is the Waitlist Helpful for Cancellation Management?
Yes. Clinics commonly use the Waitlist to fill cancelled appointment slots quickly.