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Configuration
Customize locations, groups, statuses, tags, and form fields to fit your workflow.
1
Managing Locations
Add, edit, and configure locations for your organization.
2
Setting Up Groups
Create and manage groups to organize entries by age range, service type, or any category.
3
Creating Custom Statuses
Define workflow statuses that match how your organization processes waitlist entries.
4
Using Tags Effectively
Organize and filter entries with custom tags for better waitlist management.
5
Custom Form Fields
Create custom fields to collect the specific information your organization needs.
6
Document Types & Requirements
Configure required and optional documents contacts need to upload during enrollment.
7
Self-Signup Setup
Enable public signup links so contacts can add themselves to your waitlist.
8
Age Forecast
See how your waitlist groups will look at a future date based on age progression.