Waitlist - Operations

  1. 1. Go to the Operations Eco Account

    Go to the Operations Eco Account

  2. 2. Select a day to operate. On the Dayview, click on Waitlist

    Select a day to operate. On the Dayview, click on Waitlist

  3. 3. You will see your Waitlist Screen

    You will see your Waitlist Screen

Adjusting Waitlist Stock

If your item is already on Waitlist, continue. If not please see the following article on turning on the waitlist for an item once stock has sold out.

https://help.urvenue.me/en/articles/11956173-operations-waitlist-setting

  1. 4. In the Waitlist, click on Wait Stock

    In the Waitlist, click on Wait Stock

  2. 5. You will see this screen

    You will see this screen

  3. 6. Adjust your number accordingly if not already predetermined.

    Adjust your number accordingly if not already predetermined.

  4. 7. Click on Save

    Click on Save

Navigating Waitlist

  1. 8. Your waitlist is broken down into items. Click on the item to expand that item waitlist.

    Your waitlist is broken down into items. Click on the item to expand that item waitlist.

  2. 9. Here you will see the order of the waitlist along with when it was input, number of guests, party name, and where it came from (website or individual owner).

    Here you will see the order of the waitlist along with when it was input, number of guests, party name, and where it came from (website or individual owner).

  3. 10. Click on the reservation to find out more information. about the reservation.

    Click on the reservation to find out more information. about the reservation.

  4. 11. Click on Info.

    Click on Info.

  5. 12. This will show you the guest contact information should you need to reach out to them including email and phone number.

    This will show you the guest contact information should you need to reach out to them including email and phone number.

  6. 13. At the bottom of your screen you will see several Options

    Remove - Remove guest from Waitlist
    Convert - Convert into a reserved booking (only highlights as an option IF you have stock)
    Save - Save any changes you made.

    At the bottom of your screen you will see several Options

Converting Waitlist Guest

  1. 14. Click on Settings

    Click on Settings

  2. 15. You will see this screen.

    You will see this screen.

  3. 16. Enter the new total stock quantity here. To add inventory, increase the current value by the number of spots you want to open. For example, increase by 1 to add one spot, by 2 to convert two waitlist guests, and so on.

    Enter the new total stock quantity here. To add inventory, increase the current value by the number of spots you want to open. For example, increase by 1 to add one spot, by 2 to convert two waitlist guests, and so on.

  4. 17. Click on Save

    Click on Save

  5. 18. Click on the waitlist reservation you are converting.

    Click on the waitlist reservation you are converting.

  6. 19. Click on Convert

    Click on Convert

    1. 20. A. You will see this popup

    2. 20. B. Click on Yes

    A. You will see this popup B. Click on Yes

  8. 21. Click on Dayview

    Click on Dayview

  9. 22. You will now see that reservation listed.

    You will now see that reservation listed.

Removing Guest from Waitlist

  1. 23. Find the guest on the waitlist.

    Find the guest on the waitlist.

  2. 24. Click on Remove

    Click on Remove

  3. 25. You will see this popup. Enter your reason for removing.

    You will see this popup. Enter your reason for removing.

  4. 26. Click on Yes

    Click on Yes

  5. 27. The name and possibly item will now be removed from the waitlist.

    The name and possibly item will now be removed from the waitlist.

Adding Guests to Waitlist (Internal)

  1. 28. Within the Waitlist screen, click on + Waitlist

    Within the Waitlist screen, click on + Waitlist

  2. 29. Click on the item that states Waistlist.

    Click on the item that states Waistlist.

  3. 30. Follow the prompts

    Follow the prompts

  4. 31. Click on Waitlist

    Click on Waitlist

  5. 32. Enter the guest information

    It is recommended that at least a phone number or email be input for contact information.

    Enter the guest information

  6. 33. Click on Waitlist

    Click on Waitlist

  7. 34. You will now see that guest on the Waitlist for that item.

    You will now see that guest on the Waitlist for that item.

Manually Reordering Waitlist

The waitlist has an order based on when the waitlist reservation was requested. To manually reorder the waitlist, use the following steps.

    1. 35. A. Click on the item waitlist screen.

    2. 35. B. Click on Reorder

    As you can see, Bill is first, and Tracee is second.

    A. Click on the item waitlist screen. B. Click on Reorder

  2. 36. Click and drag highlighted element to whatever order you would like them to be. Then click on Save.

    Click and drag highlighted element to whatever order you would like them to be. Then click on Save.

  3. 37. You will now see that the order of waitlist guests has been repositioned and Tracee is now #1.

    You will now see that the order of waitlist guests has been repositioned and Tracee is now #1.