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Send waitlist updates
Send waitlist updates
Keep appointment scheduling efficient by keeping clients informed about available slots when they're on the waitlist. Learn how to enable, edit, and disable waitlist updates.
Getting started
To get the most out of waitlist updates, follow these steps:
- Update client profiles with contact details and notification preferences.
- Upgrade to Fresha payment processing to send messages via text.
- Top up your monthly text message quota.
Enabling waitlist updates
If you’ve allowed clients to join the waitlist online, you can keep them informed about their stat on the waitlist and when a slot becomes available.
- Desktop
- Mobile
To send clients waitlist updates:
- Open Marketing and select messaging Automations.
- Under Waitlist updates, click on the three dots next to the automated waitlist message type:
- Joined the waitlist:
Automatically sends to clients when they join the waitlist. - Time slot available:
Automatically sends to clients when a time slot becomes available to book.
- Joined the waitlist:
- Select Enable to view the message trigger and click Next step.
- Use the toggle next to the Email and Text to enable messages to be sent from these channels:
- Text message:
Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like. - Email:
Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
- Text message:
- Click Save.
To send clients waitlist updates:
- Open Marketing and select messaging Automations.
- Under Waitlist updates, tap on the three dots next to the automated waitlist message type:
- Joined the waitlist:
Automatically sends to clients when they join the waitlist. - Time slot available:
Automatically sends to clients when a time slot becomes available to book.
- Joined the waitlist:
- Select Enable to view the message trigger and tap Next step.
- Use the toggle next to the Email and Text to enable messages to be sent from these channels:
- Text message:
Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like. - Email:
Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
- Text message:
- Tap Save.
If you choose to manage your waitlist manually offline, clients won't receive any update notifications, even if waitlist update messages are enabled.
Try using the edit option for email updates to include personalized messages or special instructions, enhancing client engagement.
Editing waitlist updates
- Desktop
- Mobile
To edit waitlist updates:
- Open Marketing and select messaging Automations.
- Under Waitlist updates, click the three dots next to the relevant update message.
- Select Edit to view and update the message details, including the channels it's sent through.
- Click Save.
To edit waitlist updates:
- Open Marketing and select messaging Automations.
- Under Waitlist updates, tap the three dots next to the relevant update message.
- Select Edit to view and update the message details, including the channels it's sent through.
- Tap Save.
Disabling waitlist updates
Disabling the waitlist update stops all client notifications. To disable updates for a specific channel (email or text), edit the waitlist update settings.
- Desktop
- Mobile
To switch off waitlist updates:
- Open Marketing and select messaging Automations.
- Under Waitlist updates, click on the three dots next to the relevant update.
- Select Disable.
- Click Disable again to reconfirm.
To switch off waitlist updates:
- Open Marketing and select messaging Automations.
- Under Waitlist updates, tap on the three dots next to the relevant update.
- Select Disable.
- Tap Disable again to reconfirm.
If the automatic waitlist setting is enabled, automatic updates will still be sent to the client even if the feature is disabled. Instead, you'll need to update your settings to manual (you pick) before disable updates.
FAQs
If a client does not book after being notified, will they be notified?
What should I do if a client does not receive waitlist updates?