Setting Up Your Organization

Your organization settings control how WaitlistCare works for your business. This guide covers the key settings you’ll want to configure.

Accessing Organization Settings

1. Click the Account menu in the sidebar
2. Select Organization

Basic Information

Organization Name

This is your business name that appears throughout the app and in emails to contacts.

Contact Information

Add your organization’s contact details:

• Email — Used for “reply-to” on automated emails
• Phone — Displayed on status pages for contacts
• Address — Street, city, state, and ZIP code

Entry Type

This setting determines how entries are structured in your waitlist. It’s selected when you create your account.

Child/Student with Parent/Guardian

Best for childcare, daycare, preschools, schools, camps, and tutoring.

• Collects parent/guardian contact information
• Collects child’s name and date of birth
• Shows age calculated from date of birth

Individual/Patient/Client

Best for healthcare, housing, and general services.

• Collects the individual’s contact information directly
• Simpler form structure

Regional Settings

Timezone

Set your organization’s timezone to ensure:

• Correct timestamps on entries
• Accurate scheduling for reminder emails
• Proper display of dates throughout the app

Available timezones include Eastern, Central, Mountain, Pacific, Alaska, and Hawaii time zones.

Saving Changes

After making changes to your organization settings:

1. Review your changes
2. Click the Save Changes button for that section
3. You’ll see a confirmation message

Related Articles:

• Adding Your First Location
• Creating Groups
• Team Management & Roles