Adding Entries Manually

Adding entries manually is the most common way to build your waitlist when you receive inquiries via phone, email, or in person.

Adding a New Entry

1. Go to Waitlist from the main menu
2. Click the Add to Waitlist button
3. Fill in the required information
4. Click Save

Required Fields

The following fields are always required:

• First Name and Last Name
• Email — Used for notifications and status updates
• Location — Which waitlist to add them to
• Group — Which category within the location

Optional Fields

Depending on your organization settings, you may also see:

• Date of Birth — Used to calculate age
• Phone Number — Additional contact method
• Gender — Demographic information
• Emergency Contact — Secondary contact person
• Notes — Internal notes about the entry
• Custom Fields — Any fields you’ve configured

Assigning a Status

By default, new entries are assigned the “Active” status. You can change this:

1. In the add entry form, find the Status dropdown
2. Select the appropriate status
3. Save the entry

Assigning Tags

Tags help you categorize and filter entries:

1. In the add entry form, find the Tags section
2. Select one or more tags
3. Tags are saved with the entry

Position Assignment

When you add a new entry:

• It’s automatically assigned the next position in that location + group combination
• Position #1 is the first person in line
• Positions update automatically as entries move through your workflow

After Adding an Entry

Once saved, you can:

• Send a welcome email — If enabled, they’ll receive an automatic welcome message
• View on the waitlist — The entry appears in your waitlist table
• Edit the entry — Click on the entry to make changes

Adding Multiple Entries

To add several entries at once, consider using CSV Import instead of adding them one by one.

Related Articles:

• Understanding Positions
• Importing from CSV
• Custom Form Fields