Quick Start Guide

Welcome to WaitlistCare! This guide will walk you through setting up your account and getting your first entries on the waitlist.

Step 1: Sign Up and Verify Your Email

After signing up, you’ll receive a verification email. Click the link to verify your email address before continuing.

Step 2: Complete Your Organization Setup

When you first log in, you’ll be guided through the initial setup:

1. Organization Name — Enter your business name (e.g., “Sunny Days Childcare”)
2. Entry Type — Choose between:
   • Child/Student with Parent/Guardian — Best for daycares, preschools, and childcare
   • Individual — Best for healthcare, therapy, and senior living

Step 3: Add Your First Location

Every waitlist is organized by location. Add at least one location to get started:

1. Go to Configure → Locations
2. Click Add Location
3. Enter the location name and address
4. Click Create

Step 4: Create Groups (Optional but Recommended)

Groups help you organize entries by category. For example:

• Childcare: Infant, Toddler, Preschool
• Healthcare: New Patients, Established Patients
• Senior Living: Independent Living, Assisted Living, Memory Care

To add groups:

1. Go to Configure → Groups
2. Click Add Group
3. Enter a name and pick a color
4. Click Create

Step 5: Add Your First Entry

Now you’re ready to add entries to your waitlist:

1. Go to Waitlist
2. Click Add to Waitlist
3. Fill in the required information
4. Select a location and group
5. Click Save

What’s Next?

Now that you have your basic setup complete, explore these features:

• Set up self-signup to let contacts add themselves to your waitlist
• Customize your statuses to match your workflow
• Invite team members to help manage your waitlist
• Import existing entries from a spreadsheet

Need help? Contact our support team — we’re here to help you get started.