 SandyM
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| Joined: 24 Feb 2015 |
| Total Posts: 7 |
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Waiting List clients
Posted: 29 May 2015 01:01 PM |
In order to add a new client to a waiting list, it looks like you have to add them as a client in the system. What happens if we get a call in client signing up for a class who then does not show up? We would have a lot of incomplete files with just names. How would you handle those? Delete them out?
Thanks! |
Sandy |
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Re: Waiting List clients
Posted: 29 May 2015 01:31 PM |
Hi SandyM,
In my experience most centers do not add non-clients to a waiting list. They are almost always an existing client, which is how they heard about the class. However if you don't want to add each person as a client you could create a dummy client record "Class Waiting List" and add a note with a running list of non clients and their contact number, then add that file to the waiting list so you would know to reference both area's--that would be my suggestion for the time being.
How often would you say a non-client signs up to be on a waiting list for a class? I am trying to determine the frequency of this type of situation. Thank you!
Blessings,
Ashleigh |
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SandyM
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| Joined: 24 Feb 2015 |
| Total Posts: 7 |
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Re: Waiting List clients
Posted: 29 May 2015 02:11 PM |
We offer CPR, Anger Mgmt, Financial classes, etc where we advertise to the public. We get several people call who are not clients. Currently, I enter one appointment "CPR Class" for the date and time, and then enter interested names and numbers in the comment section. I was just watching the Group Class video on the waiting list. I thought I might start entering them that way, but I don't want to end up with a lot of incomplete files with no paperwork charts. Sounds like the way I am currently handling group class interests is probably the best.
Thank you for your help! |
Sandy |
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Re: Waiting List clients
Posted: 29 May 2015 02:16 PM |
Sandy,
That is great feedback! I will add this to our feature request list to be considered for a future update. Can you send me an email with your center information so I can document and have your contact information in case of any questions regarding this feature request down the road? Thank you!
AshleighG@ekyros.com
Blessings,
Ashleigh |
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