Step-by-step guide to adding customers to the Welcome App waitlist, assigning them to floors and resources, sending text notifications, and managing their status. Covers adding from your database or creating entries on the spot, setting wait times, and using drag-and-drop to assign freed resources.
You can add a customer to the waitlist by tapping on the plus button in the waitlist section. By default, the customer will be assigned to the floor you're currently looking at, but you can also pick a different floor from this drop down menu. Enter the estimated wait time and any notes, then tap on Add Customer to select them from your existing customer database. Or if this is a new customer, you can add them on the fly by tapping on the plus button. With that, the customer is added to the waitlist. Once a resource is freed, you can notify the customer about this by text if you need to, or simply tap and drag the customer waitlist entry to the resource on the virtual floor to occupy it. You can also switch to the full screen waitlist view from which you can see all the details about the waiting customers and how many are their total. You can notify them from this screen, assign them to a free resource, edit the estimated wait time, the note or the floor, or remove the customer from the wait list. You can add more customers from this screen as well. If you have any questions about the welcome app, you can reach us by phone, chat or email 24. 7 We'll be happy to help you.
