This new feature provides a seamless way for guests to convert their waitlist position into a booking. It ensures that guests who may find the wait too long can schedule an appointment instead of leaving, thus minimizing the risk of losing potential customers. 

It lets you:

• Easily convert waitlisted visits to bookings directly from the waitlist status page, retaining all previously entered information.
• Show a popup modal that appears when guests try to leave the waitlist, offering them the option to schedule an appointment, reducing unnecessary walkaways.

This feature is available for users who have both waitlist and booking services activated, ensuring a seamless experience across different functionalities.

It is available to users on all plans, and you can activate it by going to Settings > Public > Registration > Customization > Waitlist > Status page.

To read more about it, check out Convert a waitlisted visit to a booking.

The new "Connecting invited users to resources" feature introduces a searchable dropdown list in the "Invite new user" form, allowing easy connection of users to specific resources. It will make it simpler for administrators to assign resources and appropriate locations to new users. 

This means that you can:

• Connect a new user to a resource directly during the invitation process, ensuring they have access to the necessary resources immediately.
• Automatically assign appropriate locations to users when connected to a resource, reducing manual steps and potential error.
• Future updates will include the ability to connect resources when editing existing users, enhancing flexibility in user management.

This feature is available to users on all plans (with Account overview enabled), and you can use it by going to the Account overview > Users > Invite and selecting "Connect to Resource."

The improved visit notification banners provide clearer and more detailed information for new visits, waitlist additions, and no-shows. This enhancement benefits staff by making it easier to manage and relay visit information. 

With the updated banners, you can:

• Clearly see when a new visit is created, now with the visitor's name displayed.
• Access visit details directly through a hyperlink, which is especially useful for managing long lists of visits.
• Understand when a visit is marked as a no-show with a specific message, instead of a generic completion message.

The new filtering feature on the Users page in Account overview simplifies the process with a single dropdown menu for selecting roles, labels, or locations. It will make it easier for administrators to manage users efficiently. 

This means that you can:

• Easily leverage our new Labels feature, selecting a label name and multiple label values to filter users precisely.
• Filter by roles to manage specific groups of users, choosing one or multiple roles as needed.
• Filter by locations to see users in specific areas, selecting one or multiple locations.

This enhanced functionality allows for granular filtering and targeted bulk actions, such as assigning roles or locations, providing a streamlined and efficient user management experience.

It is available to all users on Account overview, and you can try it by going to the Users page in Account overview.

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.