Waitlist With Square Appointments
With a Square Appointments Plus or Premium subscription, you can use waitlist to fill schedule gaps caused by last-minute cancellations or reschedules. It also allows you to:
Enable popular staff to capture demand from clients who want to book but are hindered by limited availability.
Message clients, add staff notes, or remove the client from the waitlist.
Note: Client messaging is currently only available in U.S. and Canada.
Enable Waitlist
From your Square Appointments Dashboard, go to Online Booking > Settings.
Under Waitlist, toggle on Enable waitlist on your online booking site. This setting will apply to all locations.
Once the waitlist is enabled, the prompt “Don’t see your preferred date or time? Join Waitlist” will display to clients on your online booking page.
Learn more about creating a Square Online booking site from Appointments.
View Your Waitlist
You can view your full waitlist and waitlist entry details by going to your online Square Dashboard and selecting Appointments > Waitlist.
To view your waitlist from the Square Appointments app, select ≡ More > Waitlist.
Note: The link and applet will only display for staff that have the “Manage all staff calendars” permission enabled. Learn more about adjusting staff availability and permissions.
Waitlist Details
On the Waitlist page in your online Square Dashboard, you can view waitlist entries for a specific location through the location selector. Once you select a location, you will see a list of waitlist entries with the following:
Date added: the date the client was added to the waitlist
Client name
Service & Staff
Duration: total duration of all services
-
Waitlist preferences, which include:
Client notes: notes the client entered when joining the waitlist through the online booking site
Staff notes: notes for staff members
Customer availability preferences
Customer contact information
Customers are required to enter contact information for the waitlist, including:
First name
Last name
Email address
Phone number
If customers do not provide a first or last name, you will see “Unknown” for those fields on the waitlist entries. If customers do not provide an email address or phone number, those fields will remain blank.
Manage Your Waitlist
Add and Edit Staff Notes
You can add or edit staff notes to communicate client information with staff members.
From your online Square Dashboard:
Select Appointments > Waitlist.
Find the waitlist entry you want to edit and click ••• by the entry.
Select Edit.
In the waitlist details, enter your note in the Staff note field.
Click Save.
From your Square Appointments app:
Tap ≡ More > Waitlist.
Find and tap the entry you want to edit.
Tap ••• in the upper left.
Scroll and find the Staff note field and enter your note.
Tap Save.
Once a staff note has been added, you can edit the note by following the same steps and selecting Edit Staff Note.
Filter by Services and Staff
On the Square Appointments app for iOS, you can filter your waitlist view by service and staff. You can clear all filters at any time.
Note: This feature is not available on Square Dashboard or the Square Appointments app for Android devices.
Filter by Staff Member
Filtering by staff member shows waitlist entries where at least one requested service’s staff preference is set to that staff member.
You can filter by multiple staff and “Any Available” at the same time.
Filter by Service
Filtering by service shows waitlist entries with that requested service. You can filter by multiple services at the same time.
Sort by Newest Added
You can sort clients by newest added, oldest added, and soonest available. If requests have the same earliest date preference, you can sort by the order of which was added first.
To show requests sorted by earliest date preferences:
Log in to your Square Dashboard and click Appointments > Settings > Online Booking.
Under Waitlist > Sort > Select ”Newest First.”
Add a Client to the Waitlist
From your online Square Dashboard:
Select Appointments > Waitlist.
Select Add.
Enter the client details, select the services requested, and click Save.
From your Square Appointments app:
Select ≡ More > Waitlist.
If you have no waitlist requests, select Add to waitlist. If you have existing waitlist requests, tap the plus icon (+).
Select Add customer to add an existing customer or create a new customer.
Select Add service and add additional notes, if needed.
Tap Save.
Edit or Remove a Waitlist Entry
From your online Square Dashboard:
Select Appointments > Waitlist.
Find the waitlist entry you want to edit.
Click ••• by the entry and select Edit or Remove.
From your Square Appointments app:
Tap ≡ More > Waitlist.
Find and tap the entry you want to edit or remove.
Tap ••• in the top right and select Edit request or Remove.
Tap Save to confirm your changes.
Edit Client Availability Preferences
When you click the “Join Waitlist” button, the Join Waitlist screen will prompt an availability preference option pre-filled with the current viewing date. In order to join Waitlist, you are required to input at least one availability preference option, which must include both a date and time preference. You can add up to 5 availability preference options.
To adjust your preferences:
Select “edit link” on each availability option.
A “delete link” button will only appear on available options if more than 1 option is added.
Note: Date and time preferences can overlap between availability preference options.
Date Preference
With the date availability preference, you can select a single date or a contiguous date range. The “date” will initially be pre-filled to the specific date you are currently viewing. (ie: If today’s date is November 11, the date will automatically prefill to 11/11.) The start date and end date are both specific dates that you can select within the date picker.
To adjust your preferences:
Reset the prefill, by clicking back and forth between the Join Waitlist and Date/Time screen.
From there, you can edit the date preference to any date or date range.
Time Preference
You can edit this availability preference to any time during business hours.
Selecting “Any time” disables the single “Time” field displayed.
Selecting “Before” or “After” enables the single “Time” field displayed.
Selecting “Between” makes two enabled time fields display.
Note on Timezone: Availability preferences are shown in the timezone used when the waitlist entry was created. For example, if the customer joined the waitlist in PST and your business timezone is in EST, the customer’s waitlist entry will show their preferences in PST.
Receive Waitlist Notifications
When a client is added to the waitlist, whether through the online booking site or added directly, the client will receive a notification that they’ve successfully been added to the waitlist.
Depending on your notification settings, staff listed on the waitlist entry will also receive a notification that a client has joined the waitlist.
Manage Waitlist Automation Settings
Automated Notifications
For scheduled openings that occur when an appointment is canceled, rescheduled, or marked as a no-show, you can choose to automatically notify customers whose availability matches the opening.
To turn on automatic schedule opening notifications:
Log in to your Square Dashboard and click Appointments > Settings > Online Booking.
Under Waitlist, toggle on "Send my clients a notification when an opening occurs.”