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July 11, 2024 release notes

Convert from waitlist to booking, connecting invited users to resources, and more

Jakob Larsson Stern avatar
Written by Jakob Larsson Stern
Updated over 3 weeks ago

Convert waitlisted visit to booking

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 Location settings > Waitlist > Customer actions.

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

Connecting invited users to resources made easy

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 and you can use it by going to the Account overview > Users > Invite and selecting "Connect to Resource".

Improved visit notification banners with hyperlinks

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.

Simplified filtering on the Users page

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.


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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.

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