Waitlist
Dashboard > Waitlist
Accessed via the horizontal menu on the Vacancy.care dashboard, select Waitlist to add a family, or to gain access to an at-a-glance view of all opportunities (leads) sitting on your waitlist. Relevant information is easily accessible - like the date the family joined the list, the child’s name and age; days required - directly from the page.
TIP/ the Action column down the left-hand side of the Waitlist page (three vertical dots) provides quick access to a number of actions - send an offer, email a family, add a task or update the stage in the sales funnel.
Using the options along the top, easily filter who is currently at Waitlist stage, or who has been Offered a place but not finalised it yet. The Smart Wizard is a clever filter that matches the best opportunities with the vacancy on offer. See How the Smart Wizard can help you allocate your waitlist for more information.
Adding a child to your waitlist
Use the search option in the top-right to locate an existing child or family.
New families - Add a child directly to the waitlist by selecting the pink Create Family + option in the top-right of the Waitlist page.
First, add the family, then add a child to the family. Select the stage as Waitlist.
Existing families - Go to the Families page, accessible from the main menu.
Search for the family, and update the stage in the sales pipeline - within an existing child - to Waitlist.
Note/ if the child is not already stored within the family's profile, first add a new child to the family then choose Waitlist as the stage.
HELP! Already have a waitlist for your service? Want some assistance importing it to help get you up-and-running sooner? We can help! Email through your list to support@vacancy.care and we'll import it on your behalf. Accepted file formats include: CSV or PDF.