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Visualizing Information on the Visits page

How to visualize and customize what is shown on the Visits page.

Written by Christina Kokkinou

Waitwhile’s Display settings let you control what information shows up across the Visits page, so your team can see what matters most at a glance, whether you prefer a compact board view or a more detailed table view.

You can access Display settings in two places:

  • On the Visits page: click the ⋯ (three dots) in the top-right corner (from any tab) to quickly adjust what’s shown.

  • In Location settings: go to Location settings > Display settings > Visits (this is useful when you want to manage location-level defaults and resource display behavior).

    Image depicting Display settings.

Board view and Table view

Waitwhile lets you view customer data on the Visits page in two formats: Board view and Table view. You can switch between them anytime using the Board view and Table view buttons in the top-right corner of the Overview tab, so you can choose the layout that works best for your workflow.

Board view

The Board view is a Kanban board-like dashboard that visualizes each visit as a card that can be dragged and dropped between states. This makes it easy to manage visits quickly, with more information condensed within a set space.

  • Color dots for columns: Each column on the board has a unique colored dot next to its header name, helping you identify and scan across different visit states at a glance.

  • Column filtering: Clicking a column header applies that state as an active filter chip in the top-left corner. Click the x on the chip to return to the full board view.

Note: Switching to Board view is only available on the Overview tab. Other tabs display visits in the Table view layout.

Table view

In Table view, all visits are displayed as a row, much like in a spreadsheet table. This can be particularly useful if you have input fields with content that takes up more space. It's also the standard layout in all other tabs, to enable features such as multi-select.

Display settings

Display settings give you flexible control over what visit information is shown on the Visits page. You can open them by clicking the ⋯ in the top-right corner from any tab on the Visits page or though Location settings > Display settings, then choose which fields you want displayed for each visit.

Simply check the boxes of the properties that you want displayed, and then drag and drop them in the order you want them shown.

How saving settings works

To apply your settings once you've customized them, there are a few different ways to save them. Each user can save their own display settings by just closing the dialoge box. Users with ADMIN or OWNER level permissions will be able to save a location-wide set of Display settings for all users.

Note: Your Display settings will be applied to all tabs on the Visits page. However, some data fields will only be visible if they are relevant for that specific tab. For example, Time waited will not be displayed in your list of bookings, even if you have enabled it in your Display settings (simply because it will never hold any data).

What kind of visit properties you will find in display settings

Different data fields in Display settings include both system default and custom input fields, meaning information filled out by whoever created the visits - guests or staff. In addition, you can choose to display visit properties that are automatically generated by Waitwhile. These include, but are not limited to, Created date, Estimated wait, Waitlist time, Ticket ID, and much more.

In Display settings, you can also choose how Resources are ordered in the visit form. This helps guests (and staff) pick the right resource faster and keeps the list predictable.

Choose one of the following:

  • Name alphabetically (A–Z)

  • Order configured for resource (uses the custom ordering you’ve set for resources)

  • Availability (prioritizes resources based on who’s available)

Image depicting resource sorting

Quick filters (Pinned filters)

Pin frequently used filters (e.g., Tag: Alerted) to the top of the board for one-click access.

You can set them via Display settings on the Visits board (user-level), or configure them account-/location-wide under Location/Account Settings > Display settings.

Note: The badge on the filter icon shows how many filters are currently applied.

Filters

Filter and search controls are located in the top-left corner of the Visits page.

Available filters

  • Search: Located top-left. Starts matching automatically after 3 characters and scans both customer details and visit notes (e.g., "blue coat").

  • Resources: Available to all staff, including those acting as a resource.

  • Tags & Exclusions: Filter by tags, or use exclusion filters to show visits that do not have a specific tag (e.g., visits without the "Arrived" tag).

  • Time period: Select a time frame (defaults to Today).

  • Column state: Click any column header (like Waitlist or Bookings) to filter by that state; click the x on the active chip to clear it.

  • Services, party size & input fields: Narrow down by service offering, party count, or custom fields.

Filter combinations

Each filter narrows your list further. You can combine any number of Tags, Visit states, and Resources (when acting as a resource).

On top of those, you can add one of the following:

  • Free-text search

  • Services

  • Party size

  • Custom input fields

  • Resources (when not acting as a resource)

Note: Entering a free-text search will override any active selection from that second list.


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

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