For businesses that manage a lot of reservations, it is important to have the right tools to view availability and prevent double bookings. Waitlist Me recently added some advanced scheduling features for managing tables and tracking customer visit times, and here is a quick video on how it works.

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:

With the floorplan features in Waitlist Me, it’s easy to visualize your tables and manage your sections and staff.

In Floorplan view, you’ll see all of your tables, arranged however you like. Green tables are open; red tables are occupied. You can also see how long a table has been occupied, or if it’s been reserved for a particular time. And you can tap on a table to open the action bar, where you can see details about the party, update their table’s status, clear the table when they’re done, and more.

You can also see your sections, marked with colors, dividing lines, or both. You can create custom layouts, and change these sections on the fly. Perhaps three sections is enough for a quiet lunch, but you need more for a busy evening. You can see which employee is working each section, and how many groups, and how many people, they’ve served today. You can zoom in for a closer look, and scroll across your floorplan. You can even see floorplans for other parts of your restaurant—for instance, for your patio or an upstairs meeting room. It’s all up to you.

To start building your own floorplans, just tap on the round icon to access the table management section.

Notice: Here in Grid view, you can see that I’ve already set up some basic tables. Each one has a name (in this case, the table number), and a size: the number of people it can seat. And I’ve divided those tables into sections. If you need any help with tables and sections, please see our video on “Managing Tables.”

Now, tap the button on the right, and switch to Floorplan view.

The first time you visit this page, you’ll be prompted to add a room—for instance, your main dining room. Just give your room a name, choose a portrait or landscape orientation for your floorplan, and then tap “Add.” You can add additional rooms if you like. Then, tap “Back,” to save. You can tap on the name of your room at any time, to see a different room, or to add additional rooms.

Now, tap “Edit,” to start building your floorplan. If you have not yet created your tables, just tap on the gear icon to access the table management settings, where you can manage your tables, sections, layouts, and more. Or, if you’re ready to proceed, just make sure you’ve selected the room you want to design. And then, tap “Add.”

You can choose an existing table from the list—or, add a new table at the top. (Simply give your new table a name, specify how many people it can seat, and tap Save.)

You’ll be prompted to choose the physical size, and the shape, for this table.

Now, just tap where you want your table to go. The table appears on your floorplan, along with a set of tools. You can tap and drag, to adjust your table’s position. Drag the arrows to stretch the table in a single direction. Use the double arrow to stretch your table in both directions at once. Tap the round arrows to rotate your table, by 45 degrees at a time. Tap the copy icon, and then choose an existing table or set up a new one, to make it exactly the same size and shape on your floorplan. Or, tap the dots, to edit the table’s name and size, or to delete it entirely. When you’re ready, tap anywhere else on the screen to hide these tools.

You can add as many tables as you need.

If you like, you can also use your floorplan to work with any sections and layouts you’ve defined for your restaurant. (For help setting up sections and layouts, please see our video on “Managing Tables.”)

Choose a room, and a layout. And then, tap “Add,” and choose “Element.”

You can add a dividing line—just tap to give your line a starting point, and an ending point. You can drag either of these points to adjust the angle of your line, or move the whole line to a new position. And again, tap anywhere else when you’re done.

Or, you can tap “Add,” choose “Element,” and then pick “Label.” Just choose which section this label is for. And tap on the screen to choose its position.

When your floorplan is complete, tap “Exit.” Then, tap “Yes” to save your changes.

Once you leave Edit mode, your section labels are automatically updated to show helpful details—by default, the name of the server in each section, and how many groups and individual customers they’ve served today.

Of course, you can come back to Edit Mode at any time, and update your floorplan. Or, you can modify your floorplan for another layout—for instance, to set up this same room for a different shift. Your tables remain where they are, but your lines and labels disappear, so you can set up a different set of sections for that shift. Then, you’ll be able to change your sections on the fly, as you move through your day.

Remember, you can tap the gear icon to access the settings pages for your tables, sections, and layouts.

For more options, tap “Display,” and then choose “Floorplan.” For instance, you can change the size of the text in your section labels, and decide what information those labels should include. By default, the label shows any notes for the section (for instance, the name of the server), and the total number of parties, and individual customers, who’ve been seated in that section today. But if you like, you can show the current number of open tables (and/or occupied tables) in each section, instead.

In the same way, you can decide what information should appear directly on your tables. By default, you’ll see how long each table has been occupied. But you can hide this information—or show the name of the section, instead. And if you’ve assigned colors to your tables, you can use these colors to highlight the table name (in this case, the table number), or highlight the name of the section, or not.

You can also come back to Grid view, tap “Time” at the top, and decide how to calculate the totals that will appear in the section labels on your floorplan. Would you like to see how many parties, and how many individual customers, you’ve served in each section all day, or just during the current shift? Or, would you like to see your totals for the past so many hours—from the past 1 hour, to the past 24?

Now, you’re ready to start using your floorplans. At the beginning of each shift, simply choose the appropriate layout, to instantly update your sections. Then, tap on any section label, for a list of all of your sections, and your notes on each one—in this case, the name of the server assigned there. Tap “Clear All,” fill in the servers for the new shift, and then save your changes, and you’re ready to get to work.

And remember, you can tap “Open” at the bottom, to enter split-screen mode, where you can see your floorplan, and your waitlist, at once. You can drag the handle to show more or less of the waitlist—or tap “Close” to hide it entirely and only see your floorplan.

When coronavirus hit America, some side-eyed the “essential” classification for medical marijuana dispensaries and those that support them, like grow sites and edible producers. Of course, if you own or run a dispensary, you know better.

An estimated 3 million people in the U.S. and its territories depend on medical marijuana. Because a large percentage of dispensary customers already have compromised immune systems, it’s especially important for businesses to protect shoppers.

Waitlist Me is helping do exactly that during the COVID-19 crisis. Here’s how some cannabis businesses are using our waitlist and reservation app to keep their doors open and their customers safe.

Enforce occupancy restrictions

If your dispensary is scant on square-space, consider creating a restriction on the number of people allowed inside your business at one time. Station a staff member outside to function as crowd control—and to add customers to your waitlist—and another employee inside, behind the counter. You’ll be able to provide excellent one-on-one service while still protecting those that matter most: your employees and your customers.

Tip: Use Waitlist Me’s text notification feature to encourage guests to wait in their cars. Reassure them that their place in line is secure, and that you’ll send them a text when it’s their turn to go inside.

Encourage social distancing and touchless service

With scores of new customers coming in the door—not to mention the new products on offer—questions abound for cannabis industry pros. And that’s the way it should be! But a queue for customer service isn’t a safe situation during a pandemic.

To avoid a cluster at your counter, add the Waitlist Me widget to your website. Direct customers to add themselves to your waitlist from their phone, so they can start the waiting process while en route to your store or wait in the parking lot from their car.  

Tip: Head off ETA questions right at the start by adding the link to your dispensary’s public waitlist to your website. That way, people can check their place in line with just a single glance. Or use the web widget features to show how many people are currently waiting.

Make pickup as quick and easy as possible

Even though it’s nice to get out of the house during these difficult times, those you serve still want to make their trips in public as speedy as possible. To help them do that, encourage customers to make an appointment to shop or to add themselves to your waitlist before they arrive. Waitlist Me’s web widget lets them do both. When they check in, they can specify what the goal of their shopping trip is (i.e. to refill a prescription, pick up an online order, or shop for a certain type of product) so your employees can expedite their visit.

Waitlist Me Pro users can even use our flexible two-way texting feature to respond to customer questions, clarify details, or let someone know if their prescription isn’t ready yet.

Tip: Upgrade your curbside pick-up with contact-free service, which will be a boon for your immune-compromised customers. Update the custom text notifications to include pick-up directions, like where to park and to roll down a passenger window for no-touch delivery.

The holidays are coming up. You know what that means: a rush of customers eager to snap up the next big tech toy.  If you can’t manage the wait times effectively, though, your customers are guaranteed to be toe-tapping their way around your displays as they wait for the next available associate. Or worse, they may just head to another store.

Waitlist Me Pro can help you turn your customers’ visit to your store into an experience they’ll be more satisfied with. Think: more referral business, glowing Google reviews, and kudos from corporate. Read on for ways our pro-level app will help you do business better.

Schedule your staff more efficiently

Prepare for the storm by tracking your team in real time and accessing reports on staffers’ past performance.

Waitlist Me Pro’s hallmark feature is resource management and reporting. The app lets you assign your associates to different areas of the store (or to different tasks), track how much time they spend with each customer, and see who is working the most and who is working the least. With this data in hand, you’re better prepared to make decisions about serving customers as things get busy.

Add promotions to your public waitlist

Running a special on certain devices or services? Sponsoring an old phone holiday drive? Recycling batteries or chargers? Let your customers know when they check in, thanks to Waitlist Me Pro’s customizable public waitlist.

This pro-level feature lets you add whatever HTML you want to the waitlist. You could include graphics, coupon codes, videos, or plain text, in addition to changing the page’s colors, adding your logo, and swapping out the wording to bring your brand voice to the app’s functionality.

Let customers add themselves to your waitlist, no matter where they are

With Waitlist Me Pro, customers no longer have to start their waiting from your store. They can use the web widget—which Pro allows you to customize more—to add themselves to your waitlist from wherever they are. It’s web and mobile friendly, which means they can access it from home or on the go.

Combine the add-me remote feature with our public waitlist and text notifications, and you’ve got the ideal customer experience. Waitlist Me Pro lets your customers live their lives, run their errands, and make their appointments—and they’ll never worry about losing their place in line.

Quote more accurate wait times

There is nothing worse than waiting around twice as long as the time initially quoted. The app has always helped store associates predict more accurate ETAs. But with Waitlist Me Pro, you can take making better estimates to the next level.

By being able to see in real-time which of your staffers are busy and which are available as well as how much time they’ve spent with each customer and when, on average, they should finish up. With Pro, you have more data at your fingertips to make smarter decisions faster.