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Creating a new visit from the customers page

In Waitwhile, you can create new visits directly from the Customers page.

Christina Kokkinou avatar
Written by Christina Kokkinou
Updated yesterday

This feature supports all visit types such as Waitlist and Booking and pre-fills forms with customer data and previous visit details to save time and reduce duplicate entry.

How to create a visit from the Customers page

  1. Go to the Customers page.

  2. Select the customer you’d like to create a visit for.

  3. Choose Create Visit.

  4. Select the type of visit (Waitlist or Booking).

  5. Review the prefilled form and update any details as needed.

  6. Save to add the visit.

Image depicting the new Visit features.

How pre-filled forms work

When creating a new visit, the form will automatically fill in details from:

  • Customer data (e.g. name, contact info, preferences)

  • Completed visits (e.g. previous services, notes, or selections)

This means you don’t need to re-enter the same information each time while making visit creation faster and more consistent.


Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com.

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