Account overview is an added hierarchical layer in the Waitwhile platform, allowing you to oversee thousands of locations, including their data and users, quickly and effortlessly. 

With Account overview, you can: 

• Manage thousands of locations from a single dashboard, available on both desktop and mobile, reducing the need for multiple accounts.
• Gain critical insights across locations or regions with analytics and reports, enabling informed decision-making to enhance operational effectiveness across your locations.
• Ensure user-specific access to appropriate tools and information, clarifying the differentiation between admin and staff experiences and enhancing overall productivity.

Account overview is being rolled out to current users during the summer of 2024. 

Account overview includes Locations, a page designed to quicken and refine your management of multiple locations. 

Within Locations, you can: 

• View real-time key metrics for each location at a glance, helping to quickly identify performance trends and operational bottlenecks.
• Add new locations effortlessly with intuitive controls, designed for efficiency.
• Customize views with robust filtering and sorting options, tailoring the dashboard to meet your specific management needs.

To see more about Locations in Account overview, see Locations page overview.

The custom labels feature in Account overview improves how you manage your locations by allowing flexible tagging and grouping. 

This means that you can:

• Label and categorize locations by regions, districts, use cases, or any other organizational criteria, making it easy to manage locations in a way that fits your business structure.
• Filter, sort, and group locations based on labels, closely aligning with your business’s organizational hierarchy and enhancing the efficiency of accessing and analyzing location-specific information.
• Improve analytics and user management functions by applying these custom labels, optimizing your administrative workflow.

To learn more about how to set up and leverage labels, see Managing labels.

Analytics in Account overview provides enhanced insights across all locations, designed to simplify the process for managers to access and utilize comprehensive data from across the account. 

This means that you can: 

• Access and analyze data on a global scale, viewing all locations or focusing on specific subsets, identifying performance trends and operational bottlenecks.
• Benefit from role-based access to analytics, with expansive, strategic data for managers at the account level and more immediate, relevant statistics for staff at the location level. This distinction makes the platform less overwhelming and more intuitive for all users. 
• Utilize global filters for overarching insights or adjust specific filters for detailed chart analysis on subpages, allowing for targeted assessments and more informed decision-making.

To learn more about what you can do in Analytics from Account overview, check out Waitwhile analytics explained.

The brand new Report builder in Account overview is a powerful tool for scheduling and automating fully customized reports. It is designed to enhance the reporting process for managers and teams, making it seamless to get access to the data you need, when you need it. 

This means that you can:

• Automate the generation and distribution of tailored reports, ensuring consistent delivery of relevant data to the right stakeholders at the right time.
• Customize report recipients, automating the sharing process to keep everyone informed without manual effort, enhancing communication and decision-making efficiency.
• View all previously run reports, allowing for easy tracking and comparison over time to monitor trends and changes.

To read more about how to automate your reporting in Waitwhile, please see Reports overview.

Please note that the Report builder is an add-on for customers on our Enterprise plan.

The centralized user management feature in Account overview is designed to make it easier for managers to handle user administration across the organization. 

This allows users to:

• View a complete list of all users and manage invitations, with new invites prominently displayed or marked as Pending for easy tracking.
• Search and filter through users efficiently, and simultaneously assign locations and roles to multiple users, enhancing operational efficiency.
• Reduce the risk of errors and save time by managing all user updates from one central location, ensuring consistency and security across all access levels.

To learn more about user management in Account overview, please see Users page overview.

We’ve updated the policy input fields within the Add Visit panel, making it quicker and easier for staff to ensure compliance during customer registrations. It provides a solution to the need to have a smooth process for managing policy approvals when visits are being added by staff, i.e. when the customer themselves can’t click the “I accept the terms and conditions” button. 

Enhancements to enable this include:

1. All policy input fields will be displayed at the bottom of the panel, making the form less cluttered
2. Policies with the policy content type “Text field” and less than 150 characters will be displayed inline in the form, improving the readability of policies
3. Users can choose to have policies be pre-selected for staff, speeding up the process and reducing the number of clicks needed, thus enhancing the overall efficiency and user experience for staff and guests alike

It will be available to all users on all plans by Wednesday, May 29th. Changes will be displayed in the Add visit panel and you can enable the settings by going to Location settings > Customers > Input fields.

After feedback from users, we are reintroducing the ability to show separate buttons for waitlists and bookings on the public welcome page. You will be able to easily activate the "Show waitlist and bookings separated" option in Settings (Note: this is for users on the new Public registration flow). 

This means: 

• Enhanced clarity from a guest perspective in instances where you want to offer separated paths for walk-ins and scheduled appointments.
• Increased customization for you as a business, allowing you to create the customer journey that suits you the best.

Enable this by going to Settings > Registration > Customization > General and toggle on "Show waitlist and bookings separated". 

Please note that in doing so, the “Show Welcome page” option will be automatically activated, as it’s a requirement for this feature to work.

Resource management just got better, as we now introduce a new feature that shows how long resources have been idle, allows sorting of resources by idle time, name, or custom order, and indicates when a resource will be back from their break. This will make it quicker to allocate customers fairly and manage resource efficiency effectively.

This means that you can:

• See at a glance how long each resource has been available and when they will return from breaks, enabling you to plan customer assignments accurately.
• Customize how resources are displayed, choosing to sort by idle time, name, or your custom order to streamline operations.
• Balance customer load effectively across your team, improving overall service speed and satisfaction by ensuring timely and fair resource allocation.

This feature is available as of May 15th for all users on the Waitwhile 3.0 Staff experience. See it in action in all your resource lists today and update your sorting choices by going to Visits > Display settings. 

We just improved your waitlist management with a new feature - a dynamic display of estimated wait times in the Add Visit panel. It will make it easier to manage guest expectations when adding them to the waitlist.

This means that you can:

• Provide real-time wait time estimates based on the selected service or resource.
• Improve communication by accurately informing guests about expected wait times.
• Enhance guest satisfaction by setting clear and accurate expectations right from the start.

This feature is available as of May 15th for all users on the Waitwhile 3.0 Staff experience. See it in action when adding a visit to your waitlist!