You're only a few steps away from giving your customers a great waiting experience. This guide will cover the basic steps to get started with Waitwhile for both waitlisting and appointment bookings.
1. Create a Free Waitwhile Account
If you haven't already, create your free Waitwhile account here. It takes less than 2 minutes.
2. Watch the basic intro video
Watch this simple introduction to Waitwhile. We'll cover the product interface and how to get started. (Can't hear the video? Click the 'YouTube' button to watch it there)
3. Signup for a live intro webinar
Join us for our live weekly Zoom demo at 2 pm EST on Wednesdays. In the 30 min webinar we'll cover the best way to use Waitwhile and how to configure your new account. You can register at the link below. Even if you can't make it, we'll send you a recording of the meeting when it's over!
4. Choose how you want your customers to join your waitlist or book time
Waitwhile supports multiple ways for your customers to signup and you can pick the one that suits your business and that your customers will enjoy.
You can turn on the options you prefer to use under Check-in Settings in your Waitwhile account. We also have some detailed help guides to the different options:
Online: Guide to the different web URLs that you can share with customers to register through
Kiosk: Guide on how to set up a Check-in Kiosk for customers to register through
QR code: Guide for how to set up QR codes that customers can scan to join
4. Choose what info about your customers you want to collect
You can set what info you need from your customer in order for them to join the list. This is easy to set up under Waitlist Settings > Customer Info > Edit. In this dialog, you can toggle on and off the fields you want to ask your customers.
Here's a quick video explainer:
6. Customize your SMS and Email alerts
Everything about Waitwhile is customizable and you can decide which SMS and Email alerts you want to use to keep your customers informed about their vist. Check out the default messages and tailor those under Alert Settings to fit your business.
Here's also a video explainer about about customizing your location alerts:
7. Invite co-workers to your Waitwhile account
You can invite as many other users and administrators as you'd like to your Waitwhile account. You can invite them under the User Settings page.
You can control what kind of permissions each user should have, if they should be able to view your Analytics and change settings, or only be able to manage your waitlist.
Here's a quick video intro to User management:
8. Set up your Services
Here's a quick video intro to Services:
9. Set up your Resources
Here's a quick video intro to Resources:
10. Learn best practices with our Business Playbooks
We know Waitwhile has a ton of options - that's why we made some Business Templates to help you navigate set up and quickly and set up a customer flow that's perfect for your business.
11. Learn the fundamentals with our full Waitwhile intro video series
We've created a video series to get you started with Waitwhile and how to use your waitlist and bookings. They will explain how Waitwhile views waiting and how to get started customizing your app for your needs.
12. Check Out Our Waitwhile Academy
Want to learn more and go into more advanced topics? Explore our ever growing library of videos and articles of information, tips, and tricks to make your customer experience better with Waitwhile.