Manage Waiting List Filters

Save Waiting List Filters

To help you quickly use the Manage Waiting List screen, you are able to save and use search create filters. Using saved filters will help you pull the information you need faster.


  1. Select Appointments > Manage Waiting List.

  2. Enter your Search Criteria.

  3. Click the Save link.

  4. Add a Name to your filter.

  5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

  6. Click Save.  

Load Waiting List Filters

  1. Select Appointments > Manage Waiting List.

  2. Click the Load link.

  3. Click on the Filter you wish to use.


Update Waiting List Filters

  1. Select Appointments > Manage Waiting List.

  2. Click the Load link.

  3. Click on the Filter you wish to update.

  4. Enter your updated Search Criteria.

  5. Click on the Save link.

  6. Choose whether to Update Filter or Save as New Filter.