Volition 1
Open the Waitlist tab in Appointments. It holds patients waiting for a slot to open up.
2
Click New appointment to add an entry.
3
Pick the patient.
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5
Record their preferences — a specific practitioner, appointment type, and location, or leave any of them blank to accept whatever comes up first.
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Set preferred days and time of day, and a priority if some patients should be offered slots first.
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Click Add to waitlist.
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The entry shows as Waiting. When something opens up, use the row menu to Find a slot, Convert to appointment, or Notify the patient — booking them automatically marks the entry as Booked.
Add from the patient too
You can also add a patient to the waitlist from their own record — the patient field is pre-filled for you.