How to add a Client to the Waitlist

Add the client and add status as Waitlist

Once you have done that, go to Waitlist in the Management  menu

Click add to waitlist.

Start typing the client’s last name in the name box, then when it appears, click down into it to select.

Add a short summary eg.  Female needing female who uses EMDR

Add the date client requested to be added to waitlist.

Add in all the relevant details – location, provider preference etc.

Once you have completed, click SAVE.