To add a client to the standby list, open the standby list from the diary, add the client, choose the service, team member and availability, add any notes and click Confirm.
Before you start
Access to the Salon Manager diary
The client name
The service the client wants
The client availability and team member preference, if any
Step-by-step instructions
Open the diary.
Click the Standby List button in the menu.
When the standby list appears, select Add Standby List.
Search for the client.
After finding the client, click Add to Standby.
Choose the service the client wants.
Choose the team member, or leave the team member set to Anyone if the client has no preference.
Set the client start and end availability dates.
Specify the available times.
Deselect any days when the client is not available.
Add any relevant notes.
Click Confirm.
A confirmation will appear and the client will be added to the standby list.
Tips
Add clear availability notes so the team can quickly match the client to an open slot.
Leave the team member as Anyone when the client is flexible.
Use notes to capture important details such as preferred times, urgency or service requirements.
Troubleshooting
I cannot find the client
Check the spelling or search using another client detail.
The client only wants a specific team member
Select that team member instead of leaving the option as Anyone.
The client has limited availability
Use the date, time and day options to make their availability as accurate as possible.
FAQs
What is the standby list for?
It helps you record clients who are waiting for a suitable appointment slot.
Can I add preferred team member details?
Yes. Choose a specific team member or leave it as Anyone if there is no preference.
Can I add notes to a standby list entry?
Yes. Add relevant notes before confirming the entry.
Download this guide
You can also download the PDF version of this guide for offline reference.
