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How to get started with Waitwhile
How to get started with Waitwhile

Learn how to create and configure your account

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

You're just a few steps away from providing your customers with an exceptional waiting experience. This guide will walk you through the fundamental steps to begin using 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 introduction video

Watch this simple introduction to Waitwhile. We'll cover the product interface and how to get started.

3. 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 in the Settings of your Waitwhile account. We also have some detailed help guides to the different options:

Note: Text to join requires a dedicated phone number. Dedicated numbers are available on our Business and Enterprise plans.

4. Choose the information you want to collect from your customers

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 Settings > Custom details . In this area, you can toggle on and off the fields you want to ask your customers. You also have the ability to make customized Input fields to gathering any information you need from customers during the registration process.

5. Customize your messages

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 visit. Check out the default messages and tailor those under Settings > Messages to fit your business.

Note: Customizing SMS and email messages is available on our Starter, Business, and Enterprise plans.

6. 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 Account Settings > Users

You have the ability to control the level of access each user has. This includes the ability to view Analytics and adjust settings, only manage the waitlist and bookings, or simply view visit data.

7. Set up your services

Include services for your customers to choose from when joining the waiting list.

8. Set up your Resources

Let your customers select from available team members, exam rooms or service counters to help get them through the line fast.


9. 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.

10. Check out our Waitwhile help center

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.


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

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