How to Create a Waiting List

Here is How to Create a Waiting List on the Schedule

For the Waiting List, we do have this as an enhancement request but currently do not have a timeline for it. We do have a work around that several clinics use. 

You have to create a slot type called "Waiting List" :

Click "Schedule" >

Click "Slot Types" >

Click "Create" > 

  • Create a "Slot Name"
  • Choose a Background Color
  • Choose a Font Color
  • Check the Changeable box
  • Click "Create" > 

Create a Slot Builder for the Slot Type to show up at either the Top or the Bottom of your schedule

Click "Schedule" > Click "Slot Builder" > 

Click "Create" > 

  • Choose a Start Date and End Date
  • Choose a Start Time and End Time
  • Select a Resource
  • Select a Type
  • Click "Apply Changes" > 

Click "Schedule" > 

The Slot Type will appear on the schedule:

When adding patients to the Waiting List, Click on the slot > Under the Notes box, write the name(s) of the patients > Then click "Save"

The names typed in the note section will appear on the schedule on the waiting list slot : 

If you have any further questions on this, please reach out to support@heno.io