Before you start
The waitlist must be enabled for the business. Automatic waitlist email delivery is not activated in this private build.
Review the request
Open Business home → Waitlist → Active. Check the requested service, date range and time preferences.
Choose an opening
Select Offer time and choose an eligible slot. Review the client and visit details before creating the offer.
Share the offer safely
Use the claim link for that client through the authorized preview contact route. Treat it as private. Only one client holds the opening at a time, until the offer expires or is released.
Check the outcome
Confirm that a claimed offer becomes an appointment in the calendar. Use History to review past requests/offers. Release frees a held slot when appropriate.
What success looks like
A client has a clear opportunity to claim the opening, and staff can distinguish a hold from a confirmed booking.
If it doesn’t work
The client says the offer expired
Check the offer and slot. Offer a currently available opening; do not promise the original time is still reserved.
The slot remains unavailable
Check for an active exclusive hold before changing working hours. Releasing a hold is different from cancelling a confirmed appointment.
Still not resolved?
Use your existing invitation conversation for private-preview help. Include the exact action, visible error and time, without passwords, private links or client records.
Prepare support detailsChecked against the private app · 14 November 2026