Navigating Waitlist iQ

At TiQ, we know how crucial it is to efficiently manage your waitlist and ensure your potential clients receive the attention they need. This guide will help you navigate our waitlist manager, so you never miss an opportunity to schedule an appointment.

‍From the Navigation Bar, select Waitlist iQ

To manually add a lead

IMPORTANT: Leads in Waitlist iQ are automatically generated from the TiQ lead form posted on your website. However, you also have the option to manually add leads if necessary.

Select + New Lead

Fill in the required fields on the Lead Form

Click here to learn more about customizing your lead form.

Select Submit Lead to save

Change the status of the new lead by selecting from the drop-down menu

The available statuses are:

- None Selected

- 1st Pending Response

- 2nd Pending Response

- 3rd Pending Response

- Ready to Schedule

- No Longer Interested

- Other - See Notes

Click Here to learn more about the Waitlist iQ statuses

Clicking on the 3 dots on the right side of a lead will display the following options:

- Import to Client iQ: When the client is ready to be scheduled, this option will add the client to the Client iQ

- Add to Waitlist: When the client is not ready to be scheduled yet.

- Edit: If any information needs to be added or corrected

- Archive: When you archive clients, you're organizing your client list by setting aside those who may not be currently active but may still hold value

- Delete: When you want to remove the lead

- Move To Sub-Account: For practices with sub-accounts, this option allows to move that lead to the specific account that will be providing services to that new client.

If the Notes section is longer than 250 characters, it will only show 5 lines up to 250 characters here. To see the complete note select Edit from the options.