Waitlist — capturing overflow demand
When your schedule is full, the Waitlist lets customers register their interest in a cancelled slot automatically.
The Waitlist captures customers who want an appointment on a day that is already fully booked. When a cancellation creates a gap, Trimsy can automatically notify waitlisted customers so they can claim the slot.
How customers join the waitlist
Customers are added to the waitlist in two ways:
- Online booking page — when a customer tries to book a time that is unavailable, they are offered the option to join the waitlist for that day/service combination.
- Manually by staff — click Add to Waitlist from this page and fill in the customer's details, preferred date, service, and staff preference (optional).
Waitlist entry details
Each entry shows:
- Customer name and contact details
- Requested service and staff preference
- Date they want
- When they joined the list
- Status (Waiting, Notified, Booked, Expired)
Notifying a waitlisted customer
When a booking is cancelled and a slot opens up, Trimsy shows you waitlisted customers who match that slot. Click Notify to send them an SMS and email with a link to claim the spot. The link expires after a configurable period (default: 2 hours) so you can move on to the next waitlisted customer.
Converting to a booking
If the customer claims the slot via their notification link, the booking is created automatically and their waitlist entry is marked as Booked. If they do not respond, you can manually convert their waitlist entry by clicking Book Now and selecting the available slot.
Expiring entries
Waitlist entries older than 30 days are automatically marked as Expired to keep the list clean. You can also manually expire an entry by clicking the three-dot menu and selecting Expire.