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Proposal
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If a therapist has a waitlist for a therapy
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If a session becomes available (new roster or cancellation / move)
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Then that session is set to “Waitlist”
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Contact waitlist members until one answers / accepts
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Take them through the POS to pay for the deposit and lock the booking
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Alternatively can remove “waitlist”
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Based on Existing Bookings
Customer has an existing booking
Customer flags that they want to be on a waitlist for an earlier slot if one opens up (from a cancellation)
A session is cancelled
This triggers the waitlist process
Any sessions that are waitlisted AND can be done by that therapist AND can fit in the available time
SMS “Reply Y if want to move to this date / time, R to remove from waitlist”
SMS Respond if successful - your booking is updated
SMS Respond if too late - your booking has not changed
SMS Respond if removed - this session has been removed from waitlist alerts
SMS to next 5 (30 mins later) until session moved
Sequence of contacting customers (5 at a time, 30 min break) stop when session taken
First time clients first
Same Service
First time clients
Health concern higher priority tickbox
prioritised on waitlist tickbox on session - 5 at a timeBy date waitlist ticked on booking
need audit trail on booking of waitlist tick
Other possible services (therapist, room, time)
First time clients
Health concern higher priority tickbox
prioritised on waitlist tickbox on session - 5 at a timeBy date waitlist ticked on booking
need audit trail on booking of waitlist tick
Notes…
Currently a manual process managed by a spreadsheet and admin team calling and texting clients in the order they appear on the spreadsheet. Fine to remain this way until after go live and can be a later fix.
Two practitioners currently have long waitlists
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