Waitlist Me makes it simple to track table availability and server assignments. There are a couple options that can be customized to your business needs and workflows. 

If you manage your tables by section, the first thing you’d want to do is visit this page to learn more about setting up your sections and layouts. If your business isn’t a restaurant, you can also use these same features to group your staff, rooms, or other resources visually in the Grid view.

Our Pro level service provides a very simple way to know what server is assigned to what section by using the Assignment Notes feature. Simply tap on the “Notes” link to view a list of sections and text form fields where you can enter server names or other notes for each section. It is easy to see high level information about each section and make changes all at once.

With our Platinum level service, you can also set up an additional floorplan view, and be able to position these same notes where you’d like in the floorplan view.

Also with Platinum you also have the option to assign servers individually to tables and track the activity by server rather than section. This is especially useful if you don’t use sections and use a system of assigning tables based on server turns or server activity. Or if you have servers assigned to sections, but need to have some floaters to help out where needed or other cross section activity, you can combine the section notes with individual server assignments to keep track of everything.

To set up individual servers, tap on the gear icon in the Waitlist Me app to go to the Settings and then go to Manage Assignments > Servers. Here you can enter the names of your servers. Select Status on the upper right of this menu if you want to add colors for the servers. Using different colors can make it easier to see where your different servers are assigned. Or maybe you want all your patio servers coded as green to make it easier to distinguish them from the indoor servers. 

After a table has been seated, select the table to access the footer bar. Here you will see a Server button, which brings up a menu of active servers. Choose a name to assign that server. You can sort by alphabetical order, the number of tables or seats each has had, or the amount of time since the last table was sat for each employee. 

Also, in the upper right of this server window is a Status option. The Server Status area lets you mark the servers who aren’t working today as inactive, and to change status colors if needed. 

If you haven’t yet named your tables, you can do that in the settings under Assignments. For the Pro features, you can find helpful information on navigating the grid view here. For the Platinum features, the video on this page will show you how to place your tables in your floorplan. 

In today’s age of social distancing, some businesses are using QR functionality to increase ‘touchless’ options for customers. For example, it has become more common for restaurants to place QR codes on tables so that customers can use their cell phone to quickly access an online version of their menus.

Waitlist Me has a new feature for generating a QR code to make it easier for customers to join the waitlist while standing outside of a business. All of the Waitlist Me subscriptions include options for businesses to use the Add Yourself Web Widget to let customers join waitlists remotely, and usually customers would access these features from business websites. However, in cases where a customer has already arrived at the business and your staff is unable to greet them in person, adding a QR code to a flyer or sign posted near the front door with some simple instructions can be an easier way to get customers to the web widget and join the waitlist. Using a QR code to open up a link to the web widget in their phone browsers is easier than having them type in the web URL directly. 

The widget can be configured in the settings online by going to Account > Settings > Add Yourself. Once you’ve tailored the options to fit your workflows, generate your unique QR code by using the link at the top of the Add Yourself settings page.

From there, you can print or download your QR code and add it to whatever signage you have for customers. Using the QR code feature can provide a touchless option instead of a sign-in kiosk, or simply save your staff time from needing to enter each customer’s information into the waitlist app.

Waitlist Me’s Pro & Platinum subscriptions offer more opportunities to tailor the customer experience to fit your brand image and messaging by allowing custom HTML to be added to key touchpoints. You can customize several of the views customers see when scheduling a reservation or joining the waitlist as well as the views of the public waitlist they can see while waiting and after they have been served.  

Add Yourself – When using the Add Yourself features on the main web widget and kiosk views, you can include a block of HTML to the page to display rich-formatted text and images. On the main view before customers enter the information you might provide information about rules for scheduling, requirements for entering your business, or anything else that might be helpful to customers when joining your waitlist or making a reservation. You can also add different HTML to the confirmation page that customers view after they add their info and submit their request. Helpful information here might include a link to a restaurant’s menu or a store’s catalog, so people can browse and make selections while they wait. 

You can add plain text, HTML, links, and/or pictures. Make changes by logging in to www.waitlist.me and  going to Account > Settings > Add Yourself. In the Main View section, there’s a link for Edit HTML; use this for the main widget view. Further down on the Add Yourself settings page there’s an option for Confirmation & Approval. There you’ll see another link for Edit HTML; use this for the confirmation page.

Public Waitlist Page – When you add customers to the waitlist or they add themselves remotely, there is an option to send them a confirmation text with a link to the Public Waitlist page. Custom HTML can be added to the bottom of this page for customers to view while they wait. Details about sales, links to menus/catalogs, or instructions for signing up for a rewards program could all be a great way to help customers pass the time while they are waiting. 

Public Waitlist Custom HTML Statuses – Once you’ve notified a customer that you’re ready for them, the table view of the public waitlist will no longer be visible and a graphic showing a ‘Ready!’ sign will appear. After customers are checked off the list, they’ll see a ‘Thank You’ picture. Change one or both of these to your own pictures by going to Account > Settings > Public Waitlist > Colors & Custom HTML > HTML Statuses. You can also customize the status text that appears in the boxes at the top of these views. See more details here.

Tip! Custom HTML allows you to include images that are hosted on your website or another location. If you need a service to host your images, we suggest checking out Cloudinary or Imgbb. 

Full-page Custom HTML Display – For the ultimate options in customization, the Platinum subscription offers the ability to fully re-create the web widget and kiosk views using HTML, CSS and JavaScript. You’ll need a web developer to use these features. You can change all the visual elements of the view while still taking advantage of the structured data elements and key features like the wait estimates. And of course, you can add your personalized branding throughout each screen customers see in the process of joining the waitlist and scheduling reservations. This page has more information on these options. 

You’re a small business owner. You shouldn’t have to be a tech whiz. Forget all the training hassles. Forget the painful user manuals. There’s no reason for you to waste your time and money on waitlist management software that’s anything less than plug and play.

Here are seven easy ways to figure out if the tool you’re eyeing is more trouble than it’s worth.

You can’t buy it without talking to a sales person.

If a product is straightforward and user-friendly, it sells itself. You should be able to watch a quick video, then just jump in and start using the product. When a demo from a slick sales rep is required, it’s not the simple solution you’re looking for. Remember: You want to buy the product, not the pitch.

The pricing comes with more fine print than a cell phone contract.

Start-up fees, 24/7 support fees, usage surcharges, complicated pricing tiers, contracts that lock you in for a certain amount of time—these are sales tactics companies use to hook you with a low upfront price and milk you down the line.  Your bill should be simple to understand.  It should be predictable and not change from month to month.  And most importantly, there shouldn’t be any surprises.

Or, even worse, there is no pricing.

One reason a tech company would make you inquire to discover the price of its software is that it knows a salesperson is more likely to get your credit card number than the product itself.  Another reason is to figure out how much money you can afford or are willing to pay so they can extract more money from you.  Throwing out a high list price (that isn’t actually listed anywhere public for fear of scaring people away), and playing the discount game to make you feel like you are getting a bargain is a common sales tactic with complicated software.

There’s a training program, and you probably have to pay for it.

You don’t train someone to use a simple product, you just use it.  Look at great technology companies like Google, Amazon, and Uber as a few of many examples where simpler solutions are less expensive…  The more complex and detailed software is, the more time you need to spend learning it, training your employees on it, and retraining your employees on it when there’s an update. Plus, there’s an increased likelihood of mistakes and complaints. You should get help when you need it, not need to get help just to be able to use a service because it is complicated.

Installation requires you to do 37 other things

A good solution doesn’t require multiple trips to electronic stores. A simple solution doesn’t keep telling you to download more programs to make it work correctly. A good, simple solution is the one that fixes your problem now, without a tacked-on to-do list.

Your customers need to download it, too, in order for you to use it.

Software shouldn’t just be easy foryou to use; it should also be a no-brainer for your clientele. When you add another barrier to use, whether it’s downloading an app or creating a unique login, you’re making customer service harder on yourself.  Everyone has a phone that receives text messages and calls.  They shouldn’t need to install an app.  And most won’t go through the extra effort so you are limiting the number of people than can receive better service with a simpler solution.

Figuring out which button does what feels like decoding your car’s dashboard icons.

When business is busy, you can’t afford to waste time fumbling with your software’s interface to access a certain feature. The line stretches out the door, the customers’ toes start to tap, and the person you’re trying to serve thinks you look like a doofus. And that is not how you want your next Yelp review to read. You should be able to know what every single button does instantly, not after countless seconds of deliberation.  And you shouldn’t have to navigate through all sorts of options and secondary information when greeting a customer.  Eyes on the customer, not the iPad.

Listen: We get it ‘cause we’ve been there.

That’s why we took simple and traditional tools —paper waitlists, reservation books, and grease-board floor plans—and transformed them into one intuitive app that you can download now and use now. Find it in the App Store and Google Play Store, or sign up at www.waitlist.me.

When a customer who is on the waitlist or has a reservation sends you a text, you are able to see their text reply.  This helps you know when a customer decided not to come so you can remove them from the list, if they are on their way so you can hold their table, or if they have something else to ask or tell you.  With a Pro subscription, you can send open text replies to customer texts for more flexible communications.

Another Pro feature we have recently added is the option to enable an audio alert or visual highlighting when customers send you text messages.  Normally you would see a note in the customer row when they send you a text, and the full details of texts sent and received when tapping on the customer row.  The new alert features make it easier to know when a customer replies and which customer replied by playing a sound and flashing the area of the notes to attract your attention to the right spot to look.

Here’s how to set these up. If you use Waitlist Me in a computer browser, make sure you’re using the new version (there’s an option at the top of the waitlist to switch to the new version). Then on the top right of the main waitlist page click on the Settings gear icon  and go to Custom Behaviors > Receiving Texts. Here you can turn on options to play a sound and/or highlight the section of the waitlist that has the text response alert for a customer. These settings will apply to any devices using the web version.

In the Waitlist Me apps, the Custom Behavior settings are device-dependent, so you can choose whether to have them on or off for each different tablet or phone you’re using. In the app, go to the gear icon > Customization > Custom Behaviors > Receiving Texts to edit these options. Once turned on, you would hear a chime and see the highlighted area when you have the app open on your device.