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Setting Up a Successful Waitwhile Account
Setting Up a Successful Waitwhile Account

The building blocks of an account that will increase efficiency and customer satisfaction.

Lindsey Gagnon avatar
Written by Lindsey Gagnon
Updated over a week ago

Let’s build a successful Waitwhile account 😄

We recognize that every business is unique and we are certainly not a "one-size-fits-all" type of platform; there are so many options to customize Waitwhile to fit your needs! This article will go into detail about properly setting the building blocks of an account that will increase efficiency and customer satisfaction and set you up for a successful operation powered by Waitwhile!

General Information

First things first - you should complete all of the details of your business in the General Settings. Making sure that your Business Hours and Business Information are entered will make it easier for your customers to know where you are located and can come in handy if you decide to use the Geo-fencing feature!

If you want to change the name of your account later on, just change the Business name under Settings > General > Business info:

Add your Services and Resources

Adding your Services and your Resources is an essential step in configuring a successful account that will save you, your team, and guests the most important commodity: Time. Let’s dive in.

Services” are the different options of what your business provides to your guests. You need to give your guests a clear picture of all you can do! Add Services now so your customers can make it clear what they need from you during their next visit.

Learn all about Services here and be sure to add yours under Settings > Services.

"Resources" are the person, place or thing that provides the Service. For example, in a Barbershop, the Resources are the Barbers. In a department store, the Resource could be a Counter/Register for returns and exchanges. At a Restaurant, the Resource may be a Table. What kind of Resources do you have? Make sure the options are clearly set in Waitwhile and reach out to us in Support if you need a little help!

Learn all about Resources here and add yours under Settings > Resources.

Your guests are going to be lining up…without the line 🙌

Edit your messages and alerts

Your guests deserve an experience that’s tailored to their needs and reflects your unique business. Communication is a huge part of that puzzle! Waitwhile makes it easy for you to customize two-way messaging at every stage of the customer experience so that messages are always in your voice and always on brand. Manage your messages under Settings > Messages.

Personalized messaging isn’t just for your guests, it’s for your team too! You can set up custom notifications, triggered by guest activity, to keep your team in the loop at all times. Start notifying your team under Settings > Notifications.

We dive into all things messages in this article.

Customize your branding

A positive customer experience starts with a cohesive experience. That’s where branding comes in! Don’t forget to customize your account so that Waitwhile seamlessly integrates with your business style 😎

Learn about how you can customize your Waitwhile account’s style here, and put it into action under Settings > Theme.

Invite your colleagues

Did you know that Waitwhile is ideal for teams to use together? Don't wait to get the ball rolling, invite your colleagues to collaborate in Waitwhile! Sending them an invitation is easy and it’s free.

Bonus: Permissions work the way your team does - you control what each user should have access to. Learn all about user roles and permissions here.

Invite your colleague to join the Waitwhile fun under Settings > Users.

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