# Waitlist
## Waitlist overview
Your **Waitlist** helps you make the most of your availability. Add entries with location, practitioner, service, preferred days and times, notes, and tags. From the calendar, you can add and manage entries. When a slot fits, matching entries are shown so you can book the right client quickly.
***
## How to open the waitlist
1. Go to the **Calendar**.
2. Click the **clock** icon in the top bar.
The number next to the clock icon shows how many entries are waiting (example, 3).
\
The Waitlist panel opens with two tabs at the top: **Waiting** and **Closed**.
Each entry shows an aging indicator (for example, *Waiting: 2 days*) to help you prioritize clients who have waited longer.
***
## How to add a waitlist entry
1. In the **Waitlist** panel, select **Add entry** (bottom right).
2. Complete the fields (see **Fields reference** below), then click **Create**.
**Result**
* The new entry appears in the **Waiting** tab.
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### Fields reference
| Field | Description |
| ------------ | ------------------------------------------------------------------------------------------------------------------------- |
| Client | Who is waiting. Choose an existing client. |
| Location | Limit to a location, or leave Any location. |
| Practitioner | Limit to a practitioner, or leave **Any** practitioner. |
| Service | Select a service, or leave as Any service. |
| Days | Choose the days the client is available. |
| Times |
Choose times the client is available.
Morning, Afternoon, or Evening (you can select more than one).
|
| Notes | Add context such as duration or flexibility. |
| Tags | Optional labels like Urgent, Medium Priority, Low Priority. |
***
## How matching works
🔎 The more you specify (location, practitioner, service, days, times), the **narrower** the match.
Leaving a field as **Any** keeps the entry open to more options.
***
## Book from a waitlist match
1. Click a time slot in the **Calendar** to create an **appointment**.
2. If there are matches, a yellow banner appears at the top of the Create appointment form (for example, 1 waitlist match). Click **View**.
3. Review the matching entry and/or entries and click on the entry you want to link.
4. You will see the linked waitlist entry at the top. Fill in the appointment details, then click **Create appointment**.
**What happens next**
* The appointment is **linked** to the waitlist entry.
* The entry moves from **Waiting** to **Closed** automatically.
***
## Manage existing waitlist entries
### Edit a waitlist entry
1. In the **Waiting** tab, open **Actions** on an entry.
2. Click **Edit**, update the fields, and **save**.
### Close a waitlist entry
* If you have scheduled an appointment outside the match flow, open **Actions** and choose **Close**.
* The entry moves to the Closed tab.
### Delete a waitlist entry
* Open **Actions** and select **Delete** to remove the entry permanently.
* A deleted waitlist record cannot be undone or reactivated.
* **Note:** You can only delete entries in the **Waiting** tab. Entries in **Closed** cannot be deleted.
### Reopen a waitlist entry
* In the **Closed** tab, open **Actions** and choose **Re-open**. The entry returns to **Waiting**.
* **Note:** Only entries in the **Closed** tab can be reopened.
***
## FAQ
Can I have more than one entry for the same client?
Yes. Create separate entries for different practitioners, services, or availability.
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