Waitwhile helps streamline your operations by automating key actions and notifications within your customer journey. By setting up automations, you can reduce manual work for your staff, ensure consistent customer communication, and enhance overall efficiency.
This guide walks you through the various automation options in Waitwhile
Key Automation Settings
In the Automation section, you’ll find several options to customize how Waitwhile automates actions based on customer behavior. Here’s a breakdown of the different settings:
Add booking to the Waitlist
Add Bookings to your waitlist before their start time
Automatically move a customer from Booking to the Waitlist at a specified time prior to their booking start time.
Add bookings to your waitlist when tagged as Arrived
Automatically move customers to the Waitlist when they mark themselves as arrived on the Status page.
Remove visits & bookings
Remove visits from the waitlist
Automatically remove customers from your waitlist after a set period of time. You can determine when they should be removed, how the visits should be categorized (e.g. Completed, Cancelled, or marked as a No-show), and whether messages should be suppressed when a visit is auto-removed.
Remove bookings
Automatically remove customers with a booking that have not been served after a set time. You can determine when they should be removed, how the visits should be categorized (e.g. Completed, Cancelled, or marked as a No-show), and whether messages should be suppressed when a visit is auto-removed.
Remove from Serving
Automatically remove customers from serving after a set period of time. You can determine when they should be removed, how the visits should be categorized (e.g. Completed, Cancelled, or marked as a No-show), and whether messages should be suppressed when a visit is auto-removed.
Move Visits
Waitlist Prioritization
help streamline the customer flow by automatically prioritizing customers based on set criteria. By configuring this feature, you can ensure that specific customers or appointments are moved forward in line, meeting business needs or providing VIP-level service.
Move completed visits to other location
Move customers to another location in your account once they are completed. This is helpful for businesses that use Waitwhile locations as queues within their business operations and need to send customers to various departments prior to completing them completely (e.g. Registration, Lab work, physicians office, pharmacy).
How more about Moving completed visits to another location
Additional automation options
Close waitlist early
Prohibit new customers from joining the waitlist if the wait time is estimated to exceed the open hours.Assign visit on alert
Enable this configuration if your staff (users) are linked to resources and wish to auto-assign customers to the resource upon alerting the customer.Complete visit when serving a new customer
Enable this setting if you want to automatically the previously served customer when you serve the next customer in lineComplete visit when serving a new customer
When acting as a resource (staff member), automatically complete the previously serviced customer when serving a new customer.
Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com.