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Managing your customer data

Our data policies and features to export, anonymize, and analyze your customer data.

Lindsey Gagnon avatar
Written by Lindsey Gagnon
Updated over 2 months ago

At Waitwhile, we take data security and privacy very seriously and we are committed to maintaining robust privacy protections for its users. That means:

  1. We never sell your data to any 3rd parties. 

  2. We never market to your customers ourselves. 

  3. We use industry best practices for safely managing the data that you share with us in order to operate Waitwhile.

  4. We let you export your data out of Waitwhile in case you want to use another platform instead of ours

Managing your customer data

Waitwhile offers a range of ways to manage the data about your customers that you collect by using your waitlist.

View your customers

Under your Customers page you'll find all the people that have been added to your waitlist or scheduled appointments with you. 

Image depicting the Customers tab.

You can filter your data by:

  • Time: If they signed up today, yesterday, this week, month or year, and so forth.

  • Status: If they were served, got cancelled, no-showed or booked.

Export your customers

You can easily export your customer data if you'd like to run a marketing campaign, do more in-depth analysis, etc.

  1. Navigate to More actions

  2. Select Export to open dialog

  3. Complete the form fields to Export the data

Export settings include:

  • Visits: Choose if you'd like to generate an entry for every visit or per unique customer (choices include All visits, Bookings, or Unique customers)

  • Locations: Select the locations from which you'd like to export customers

  • State: You can choose to include customers from any state, or from a specific one

  • Tag: You can export customers with a specific tag, or choose to include customers with all tags

  • File format: You can export your data as a CSV (perfect for Excel) or JSON (perfect for databases)

  • Date range: Choose what date range you would like to export for

Image depicting the export option in the customers tab.

Ability to export your customer data is only available on the Business & Enterprise plans. Read more about our different plans on our Pricing page.

Import customer data

You can also import your customer data into Waitwhile if you are moving to us from another system or have collected data elsewhere.

Just click Import to bring up this dialog with instructions for how to do the import.

Image depicting the import button in the customers tab.

Ability to import your customer data is only available on the Business & Enterprise plans. Read more about our different plans on our Pricing page.

Anonymize your customer data

Waitwhile supports anonymizing your customer data by removing all PII (Personally Identifiable Information). This includes names, phone numbers, emails, and more.

In addition to anonymizing default input fields containing PII, we also help protect data collected through custom input fields, with the exception of the input field types Selection, Checkbox, and Policy.

Please see the table below for a full description of which fields will be anonymized when you are leveraging this feature.

Anonymized

Not anonymized

Default input fields

Name, Phone, Email, Notes

Party size, Customer ID, Services, Resources

Custom input field types

Text field, Text area, Number, Date, URL

Selection, Checkbox, Policy

The PII will be available for the guest for as long as they are on your waitlist but will be permanently redacted once they have been completed.

The anonymization can be done instantly or scheduled (e.g. every 24 hours or weekly).

Ability to enable anonymization is only available on the Enterprise plan. Read more about our different plans on our Pricing page.

Delete your customer data

If you would like to delete your customer data from your account, please reach out to our support team for assistance. We take extra security precautions since this action cannot be undone.


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

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