MyWaitlist Onboarding
- Welcome to MyWaitlist Onboarding
- Onboarding Checklist
- Milestone 1.1 Initial Set Up & Configuration: Configure your Centre Profile
- Milestone 1.2 Configure your Centre Rooms
- Milestone 1.3 Add in your Logo
- Milestone 1.4 Set up your Email Signature
Getting Started
- Capturing Leads & Waitlists
- Customising Email Templates
- Customising Email Templates with HTML code
- Hosting your Custom CSS file for Forms
- How to Configure SMTP Settings
- Importing your Waitlist: Importing Using Data Import Tool
Dashboard
Leads
- Tags for OSHC Services
- Leads: Tags
- How to Send Bulk SMS
- SMS Marketing & Anti-Spam Laws
- How to Manually Add a Lead
- How to Unsubscribe a Contact
Waitlist
- Additional Days of Care: Copy Existing Child to Waitlist
- How to Make an Offer Place
- How to Manually Add a New Waitlist
- How to Confirm an Offer
- How to Manually Approve Waitlist Requests (Pending Feature)
- How to Cancel an Offer
Tasks
Tours
- How to Delete, Edit, or Create Multiple Tour Calendars
- 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 to Display the Tour Booking Form on my Website
Campaigns
- How to Share a Marketing Campaign Template with my Centres (multi-centre users only)
- How to Create and Send a One-Off Email Campaign
- How to Create & Send an Automated Email Campaign
- How to Create and Send a Bulk Offer Campaign
- How to Create and Edit an Email Marketing Template
- How to Create a New Campaign Template with Attachments
Reports
- Dashboard Report
- Lead Pipeline Report
- New Leads Report
- Lead Source Report
- Lead Conversion Events Report
- Lead Conversion Rate Report
Settings
- Settings: Adding Service Logo
- Settings: Automation Settings
- Settings: Centre Email Signature
- Settings: Centre Profile
- Settings: Collecting Fees via Xplor Debit Success
- Settings: Custom Lead Form
Parent Portal
- Parent Portal: Long Waitlist Form
- Parent Portal: Creating Your Account
- Parent Portal: Signing In
- Parent Portal: Waitlist Tab
- Parent Portal: Pay Waitlist Fee via Electronic Bank Transfer
- Parent Portal: Pay Waitlist Fee with Debit Success
User Management
Troubleshooting Guides
- Troubleshooting: FAQ's Parent Payment via Centre Offer Email
- Troubleshooting: Family's Active Status Link
- Troubleshooting: Global Profile Search
- Troubleshooting: SMTP FAQ's
- Troubleshooting: Billing Information
- Troubleshooting: Waitlist Form