Learn how to use the Waiting List in Nookal to manage Patients waiting for Appointments or Classes. This guide shows how to add Patients, update preferences, and create bookings efficiently.
Adding a Patient Directly to the Waiting List
Before you start...
Make sure you are in the correct Calendar Location you wish to add the Patient to, as they will only appear on the Waiting List for that Location.
1. Navigate to the Calendar.
2. Click the Waiting List tab in the bottom left-hand corner.
3. Click the Plus Icon to add a Patient to the waiting list.
4. Search for an existing Patient by name, phone, date of birth or ID in the Search Bar.
Important!
If the Patient is new, enter their First name, Last name and Mobile, then click Create patient.
5. Fill out the details, including preferred Provider, Flags, Day, Time, Type and Notes.
Hot Tips
The list displays Patients in the order they were added to the list. Selecting the Priority Client option, will display the Patient at the top of the list.
5. Click Add to waiting list.
The Patient will be added to the Waiting List and a blue counter will be displayed on the Waiting List tab to identify how many Patients are on the Waiting List.
Preference for the time, day and Practitioner will be displayed, as well as a star icon for Priority Patients.
Adding a Patient to the Waiting List from an Appointment
If a Patient is looking for a more convenient Appointment time, it is possible to add them to the Waiting List whilst making an Appointment. If a more convenient time becomes available, the Appointment can be moved and they'll come off the Waiting List.
1. While creating a new Appointment in the Calendar, tick the Add to Waiting List checkbox under the Appointment section.
2. After the Appointment has been created, the Waiting List will pop up to add Patient preferences such as Provider, Day, Time.
3. Click Add Patient.
The Patient will be added to the Waiting List and a blue counter will be displayed on the Waiting List tab to identify how many Patients are on the Waiting List.
Preference for the time, day and Practitioner will be displayed, as well as a star icon for Priority Patients.
4. If a more suitable time becomes available, click on the time slot in the Calendar.
5. Click on the Add patient from waiting list field.
6. Select the Patient from the dropdown list.
7. Review the booking changes and click Confirm.
The initial booking will be moved to the new booking time.
Creating Bookings for Patients on the Waiting List
The quickest and easiest way to book Services for Patients from the Waiting List is to open your Calendar to the preferred date and time, then simply drag and drop the Patient from the Waiting List into the Calendar. (This only applies to Services.)
Otherwise, it is possible to book a Patient just like a standard Appointment in the Calendar by following the steps below.
1. Click on an available time slot in the Calendar.
2. Click on the Add patient from waiting list field.
3. Select the Patient from the dropdown list.
4. Select relevant Booking details and click Create.
The Appointment will be booked and once the Calendar refreshes, the Patient will be removed from the Waiting List.
Updating Waiting List Preferences
1. Navigate to the Calendar.
2. Click the Waiting List tab in the bottom left-hand corner.
3. Click anywhere on the Patient's Waiting List card, except for on the Patient's Name.
4. Edit the preferences and click Save Changes.
It is also possible to send SMS messages to the Patient from the Waiting List by clicking on Send Message.
Removing a Patient from the Waiting List
1. Navigate to the Calendar.
2. Click the Waiting List tab in the bottom left-hand corner.
3. Click anywhere on the Patient's Waiting List card, except for on the Patient's Name.
4. Click Remove from List.
Searching the Waiting List
1. The Waiting List can be filtered by Patient Name by typing into the Search by Patient field.
Using the Waiting List with JAN
Before you start...
JAN AI is an add-on which can be enabled via Account > Billing > Add-ons.
Contact support@nookal.com for more information.
JAN (Just Ask Nookal) helps reduce the time spent managing the Waiting List by finding availability and filling gaps in the Calendar.
Learn more about using Managing the Calendar with JAN.
Using the Waiting List with the Patient Portal
Before you start...
The Patient Portal is an add-on which can be enabled via Account > Billing > Add-ons.
Contact support@nookal.com for more information.
Patients can join the Waiting List via the Patient Portal. They can see their queue position and leave the Waiting List if required.
Learn more about using the Patient Portal.