Getting Started
- Capturing Leads & Waitlists
- Customising your email templates
- Customising your email templates with html code
- How to configure SMTP settings in your MyWaitlist account?
- Importing your Waitlist - User Guide for CSV file
- Setting Up Custom or Priority Questions
Dashboard
Leads
- Tags for OSHC Services
- Leads: Tags
- How to Send Bulk SMS
- SMS Marketing & Anti-Spam Laws
- How an Admin can Manually Add a Lead
- How to Unsubscribe a Contact
Waitlist
- Additional Days of Care: Copy Existing Child to Waitlist
- How to make an Offer of a Place
- How to Manually Add a New Waitlist
- How to Confirm an Offer
- How can I manually approve waitlist requests? (Pending Feature)
- How to Cancel an Offer
Tasks
Tours
- Book a Tour for a Lead
- Tracking Tour Booking Form Submissions
- Online Tours Feature - Video Tutorial
- How to Set Up a Tour Booking Calendar with Time Slots
- How do I Display my Tour Booking Form on my Website?
- How to sync my task calendar with my email calendar?
Campaigns
- How do I share a marketing campaign template with my centres? (multi-centre users only)
- How do I create and send a one-off email campaign?
- How do I create & send an automated email campaign?
- How do I create and send a bulk offer campaign?
- How do I create and edit an email marketing template?
- How to create a new campaign template and add attachments?
Reports
- Dashboard Report
- Lead Pipeline Report
- New Leads Report
- Lead Source Report
- Lead Conversion Events Report
- Lead Conversion Rate Report
Settings
- Settings: Long Waitlist Registration Form
- Settings: Centre Profile
- Settings: Centre Email Signature
- Settings: Adding Service Logo
- Settings: Email Settings
- Settings: Confirmation Email Templates
Parent Portal
- Parent Portal: Creating Your Account
- Parent Portal: Signing In
- Parent Portal: Waitlist Tab
- Parent Portal: Pay Waitlist Fee
- Parent Portal: Pay Waitlist Fee with Debit Success
- Parent Portal: Bond/Advance Fee Payment with Debit Success
User Management
Troubleshooting Guides
- Troubleshooting: Family Active Status FAQ's
- Troubleshooting: Global Searches
- Troubleshooting: SMTP FAQ's
- Troubleshooting: Billing Information FAQ's
- Troubleshooting: Waitlist Form FAQ's
- Troubleshooting: Password Reset FAQ's