For people to join your waitlist, you activate your organization's public link and share it. How the waitlist works as a whole is described in How the waitlist works.

Prerequisites

  • The waitlist is enabled for your account.
  • You are an organization owner and work in the organization as a practitioner or medical assistant. Only then do you see Waitlist in your organization's sidebar and Waitlist link under Organization › Integrations.
  1. Open Organization › Integrations › Waitlist link. From the waitlist, Form settings at the top of the page takes you there.
  2. Switch on Link active.
  3. Optional: under Email for notifications, enter the address that should hear about new entries. If you leave it empty, notifications go to your organization's email address (Organization › Account) or, if there is none, to all owners.
  4. Click Save.

Under Waitlist link you now find the address of the form. Open form in new tab shows it the way people will see it.

What people enter

The form always asks for the same details:

  • Required: First name, Last name, Email, Date of birth and Insurance (Statutory, Private or Self-pay).
  • Optional: Phone number, address, General practitioner, Preferred time (Morning, Afternoon or All day), a preferred person in your organization, whether they would like an initial consultation, and a Message.
  • Your own questions, if you have added any (see the next section).
  • Consent to the processing of their details. The text is fixed; see How the waitlist works.

The label for the preferred person depends on how your account is configured, for example Preferred practitioner. People can choose from your organization's practitioners; No preference is preselected.

Add questions of your own

With a waitlist questionnaire of your own, you also ask for what you need for planning, for example whether someone would like to join a group.

  1. Open Waitlist in your organization's sidebar.
  2. Click Edit questions at the top.
  3. Add the questions the way you know from other questionnaires. The questionnaire builder is described in Build and manage questionnaires.

For the waitlist questionnaire:

  • Your organization has exactly one. Under Questionnaires you recognize it by the Waitlist label.
  • It belongs to no appointment type, has no file upload questions, and can neither be duplicated nor published through a link of its own.
  • You see the answers with each entry. Every choice question gets its own filter on the waitlist.

Edit questions only appears if questionnaires are available for your account.

Offer the form

  • As a link: share the link, for example on your website, in your email signature or in your voicemail greeting.
  • On your website: on the same page, under Waitlist – iFrame integration, you find the HTML code your web developer uses to embed the form directly in your website. The form adjusts its height by itself.
  • In the website widget: under Organization › Integrations › Website widget, select Waitlist under Functions on offer. The widget only offers it while Link active is switched on. See Set up the website widget.
  • Pause new entries: switch off Link active and save. Anyone who opens the link then sees Waitlist not available, and the website widget no longer offers the waitlist. People who signed up before can still confirm their email address.
  • The link has fallen into the wrong hands: click Create new link. The previous link stops working immediately. Existing entries are kept.

After Create new link, replace the link everywhere you shared or embedded the old one – including the iFrame code on your website. The website widget uses the new link automatically.

Troubleshooting

  • I can't find the waitlist. The waitlist must be enabled for your account, and only organization owners who work as a practitioner or medical assistant see it. Contact our support team.
  • People see "Waitlist not available". Link active is switched off. Switch it on and save.
  • People see "Invalid link". The link was copied incorrectly or has since been renewed. Share the current link from Waitlist link.
  • The waitlist is missing from the website widget. The link is disabled, or the waitlist isn't selected under Functions on offer.

Still have questions? Contact us at support@meetone.io.