Earlier this month, Clover added two new devices to their Point of Sale solutions, Clover Mini and Clover Mobile. As an early app developer for Clover, we are very excited about this launch because it opens new ways for businesses to use Waitlist Me for their waitlists and reservations.  Clover Mobile is a perfect fit for Waitlist Me because it lets businesses add customers to the waitlist right at the door as well as update statuses and check people off the list from other parts of their store or restaurant.

Clover Mobile is a wireless device, so merchants can do a variety of activities from anywhere. They can place orders, take payments, scan inventory, manage employee hours, sync sales data with accounting software, and other activities from where it is most convenient. The Clover Mini is designed to be a simple but powerful replacement to the traditional credit card terminal, so it does the core credit card processing and receipt printing needed for payment transactions, plus a lot more.  Both devices have the sleek designs Clover is known for and the flexibility of customizing functionality through their integrated App Market.  Waitlist Me is available and optimized for both of the new devices.

POS terminals have changed over the course of several years, and Clover is at the forefront of creating better and more efficient hardware and solutions for businesses in this category.  Because of the deeper integration Clover allows, Waitlist Me is able to offer more efficient tools for businesses and better experiences for their customers on the Clover platform.

If you’re just getting started with Waitlist Me Pro or Platinum, you’ll want to go through these steps to set up your tables, sections, and layouts.

Set up tables – In the settings, navigate to Assignments. (In the app this will be under the gear icon > Manage Assignments.) Enter in the names of all of your tables, as well as their sizes. Each account defaults with assignments 1 – 30; delete any you do not need.

Name sections – When you’re done with the Assignments, go back to the previous screen and then choose Sections. Add the names of every section you will be using in any layout.

Name layouts – Enter the name of all the layouts you have. For example, Weekday Dinner & Weekend Dinner, or 4 Servers, 5 Servers & 6 Servers. If your sections never change, simply create one layout and name it something like Main or Dinner. 

Set up layouts – For each layout you’ve named, press Edit to set it up. Put a check in the box for each table that belongs to your first section. Then press the +Section in the middle of the row, and assign that section. If you want to use the color coding for your sections, choose the color at this time too. Continue this process until you’ve assigned all of the tables to the sections that belong in that layout. (You don’t have to use every table in every layout.) Then go back and repeat the process for other layouts. 

Once finished, Pro users can see more on how to utilize the grid view for table management here.

Place tables in rooms – With a Platinum subscription you’ll be able to create a spatial floor plan. To do this, go back to the main waitlist screen and then press the circle with the line in it on the upper left. From here, follow along with this video tutorial to set up your room(s) and place your tables:

We are happy to announce a number of new resource management features that extend the power of Waitlist Me through the whole customer visit, from checking in to leaving. Whether you assign customers to tables, staff, or other resources, you can serve them better by effectively tracking and managing the assignments with Waitlist Me.  By using a dynamic representation of resources, Waitlist Me simplifies the amount of data needed in different scenarios, so you can make smarter decisions faster.  Here are the details of how it works:

Assigning Customers

Customers can be assigned to one or more resources upon arrival or while waiting.  When choosing assignments, any available resources will show at the top of the list in alphabetical order with a green status.  Resources that are already assigned will have a red status and be sorted in order of how long they have been taken.  So when things get busy you can see what is available or coming available soon much faster, since they will be at the top of the list.

If a customer is already assigned to a resource from the waitlist or as a reservation, the estimated serving time for that customer will show along with any notes that were added.  Businesses that serve groups of customers can also define resource sizes and view those sizes in the status areas. For example a restaurant hostess seating a party could scan for open table sizes that would seat six or for smaller tables that could be combined.

Assignments – Grid View

The Assignment Grid view provides an intuitive way to get key information on assignments and availability at a glance.  It also has several options for changing the sort order and levels of information displayed.

At the simplest level, the colors of the boxes show whether the resource is available or not, so it is easy to do a quick scan and find ones that are open.  Across the bottom of the boxes are the resource sizes and time counters when it is in use.  Depending your preferences and goals the resources can be sorted in a couple ways:

– ABC – Sorts alphabetically by name
– Time – Shows available resources first and then taken resources by how long they have been in use
– Size then ABC – Groups by resource sizes first and then alphabetically
– Size then Time – Groups by sizes first, then ones that are open, and then ones in use the longest

The Grid view also has a control for changing the size of the boxes and amount of details displayed. For places with higher number of resources, the small size may work best to avoid scrolling, whereas for places with fewer resources the large or medium size might work better.  The smallest size has all the main information, including the resource names, sizes, time occupied, and estimated times for upcoming customers.  The medium size will also show the names for the customers scheduled and currently assigned to the resource, and the larger size will show any notes on these customers.

Assignments – List view

There is an option for seeing assignments in a list format.  Just press the toggle in the upper right of the Assignment area to switch between Grid and List views.  The resources in the list view are sorted to show available resources at the top and ones that have been taken the longest after that.  In both the assignment views, selecting the assignment gives the option to clear the resource, and more options will be coming soon.

Assignments are integrated with the waitlist so that when a customer that has been assigned a resource is checked off the waitlist, that resource will automatically switch to taken in the assignment view.  If a customer was using that resource it will switch them with the new customer without any additional steps.

Assignment Analytics

The more you use Waitlist Me to manage assignments, the more data you will have on how well you are managing your resources, and there are a number of new downloadable reports that can be run in the Analytics section of the Waitlist Me site.  Look for trends over time with the Assignment Overview, do deeper analysis with the more detailed data in the Assignment Logs, and see results split out by assignments and sizes in other reports.

Settings

Resources can be set up in the app settings as well as the online settings.  Add and edit the resources you need and set the size for each resource.  There is an option to require an assignment when adding the customer to the list so you don’t forget.  You can also switch back to the simple resource entry method if you like.

The new resource management features are part of Waitlist Me Pro, which has unlimited usage and all the other features for an introductory price of $39.99.  More feature will be coming soon, so lock in the low rate now, and keep it when the price goes up for others!

We are happy to announce that our popular table and resource management features are now available for the online version of Waitlist Me that can be accessed on computer and tablet browsers.  Previously the resource management features were only available in our iPad and Android apps.

Whether you assign customers to tables, staff, or other resources, Waitlist Me resource management features help you make smart decisions faster and leads to better overall customer service.  Here is an example of how a salon might track which of their employees are available and who would be coming available soon.

It is simple to see availability with the color of the status, and there is a count of minutes for how long they have been with a customer.  Notes and customer names give more context to how customers are being served at any given time.  Estimate times of customers waiting or with upcoming appointments with specific people or resources will also display to help know when to be ready for the next customer.

Customers can be moved between resources if needed, and when a customer is done they can be easily cleared.   Assignments are integrated with the waitlist so that when a customer that has been assigned a resource is checked off the waitlist, that resource will automatically switch to taken in the assignment view. If a customer was using that resource it will switch them with the new customer without any additional steps.

Customers can be assigned to one or more resources upon arrival or while waiting. When choosing assignments, available resources will show with a green status. Resources that are already assigned will have a red status and show the number of minutes they have been occupied with the current customer.

If a customer is already assigned to a resource from the waitlist or as a reservation, the estimated serving time for that customer will show along with any notes that were added. Businesses that serve groups of customers can also define resource sizes and view those sizes in the status areas. For example a restaurant hostess seating a party could scan for open table sizes that would seat six or for smaller tables that could be combined.

The more you use Waitlist Me to manage assignments, the more data you will have on how well you are managing your resources, and there are a number of new downloadable reports that can be run in the Analytics section of the Waitlist Me site. Look for trends over time with the Assignment Overview, do deeper analysis with the more detailed data in the Assignment Logs, and see results split out by assignments and sizes in other reports.

One key benefit of using a system like Waitlist Me is the increased customer satisfaction that comes with providing more accurate wait time quotes.  It can be challenging for staff to estimate the wait times correctly, and it can be frustrating for customers when they are told wait times that don’t turn out to be correct.  There are several ways Waitlist Me helps you make smarter wait estimates, and we have recently added new features to the browser version of the service that can be accessed by logging into our website.

Experience has shown that being able to see the actual waits next to the wait estimates helps people improve their wait estimates over time, as it provides a key feedback loop for knowing how accurate estimates are and when they need to be adjusted based on changes in traffic patterns.  

In addition, Waitlist Me has a couple ways for suggesting wait times based on rolling averages and historical wait times.  The rolling average method recalculates estimates every time a party is marked as served and includes settings for how long of a time period to use and how to treat parties of different sizes.  The historical wait method provides suggestions based on daily patterns by using past data for each hour and day of the week.  

In addition to seeing real-time smart suggestions as customers are served, there are graphs that show this data over time and by party size.  These graphs have been available in the tablet versions of the Waitlist Me apps and are now available in the browser version.  Check out this article for more details on the smart wait estimates and graphs.