Getting Started

Getting started with Waitforit waitlists is pretty simple. Just use the following instructions to get up and running quickly.

1. The first order of business is to create an account here on the site. The account is 100% free.
2. Once you have entered and submitted your information, you will receive a confirmation email. If you don't receive it right away, be sure to check your spam folder. Simply click the link in the email to verify your account
3. Once you've verified your email, you can log in.
4. Now that you're logged in, you can head to the organizations page (you should be redirected here after log in). Here, you can click the "+New Organization" button to create a new organization. This will open a dialog where you can supply a name and an optional description for your organization. Note: you can create any number of organizations
5. Once you have created an organization, it should now show up on the page below the "+New Organization" button. You can click on that to take you to the organization management page.
6. The organization management page has functionality for managing organization users, editing, or even deleting, the current organization, and creating waitlists. Let's create our first waitlist by clicking the "+New Waitlist" button. Note: You can create any number of waitlists for each organization you create.
   • Specify a name for your waitlist. This will be the identifier that people who sign up for your waitlist will see.
   • The "Email reminder interval" pertains to how often the site should send out an email reminding people that they are on the waitlist.
   • The description, which is optional, can be used for a short description of your waitlist.
7. Once you've submitted the waitlist information, it will show up on the current page (similar to when you created the organization). Click on your new waitlist.
8. On the page for your new waitlist, there will be a number of things you can do here.
   • First, there is a url for this waitlist that you can either send to people for self signup or add to your website for people to self-sign up.
   • You can click the "+New Waiter" button to manually add a single person to the waitlist. This will kick off an email to that person to let them know they've been added to the waitlist. The email will also contain a link they can use to edit their info or remove themselves from the list.
   • There is also a bulk "⇩Import" button. If you click that, it will take you to a page where you can either copy/paste a CSV (comma-separated values) or upload a csv file to bulk add people to your waitlist. Again, this will email people with a notification that they've been added to this waitlist.

That will be enough to get you started. See the more thorough documentation below for more detailed information on each of your pages.

Managing an Organization

For each organization you have created, you have a number of different options regarding the org itself, managing users, and, of course, creating new waitlists.

Managing Organization Information

There are 2 buttons on the page for managing your organization.

First, if you wish to change the name or description for your organization, you can do that with the "🖊Edit Org" button.

Next, you can delete the entire organization outright. IMPORTANT: This will delete all info associated with the organization, including ALL WAITLISTS.

Managing Users

It's important to note that the person who created the organization will be marked as an administrator and cannot be removed from the organization or demoted from admin. Administrators have the following permissions that other users do not:

• Deleting an organization
• Editing the information (name and description) for an organization
• Adding/removing users to/from the organization
• Granting/removing administrator rights to/from other users

Standard users do have full rights to manage create and manage waitlists.

If you wish to add another user to the organization, that person will have to first create an account. After they have created and verified their account, you will be able to add them to the org. Simply, click the "+Add Existing User" button and enter the email address they used to sign up.

For each user in your list (aside from the organization creator), you can click the 🗑 button to remove them from the organization entirely. You can also click the ⇬/⇩A buttons to either promote a user to admin or remove admin privileges from them.

Managing a Waitlist

There are a number of actions you can take to manage your waitlists.

The first thing of note is the url for your waitlist. You can make this available to anyone who would like to add themselves to your waitlist. You can add this to your own website or simply send it to people via chat or email. It's up to you how you want to share access to signups for your waitlist.

Like managing an organization, there are buttons for both editing the name/description of your waitlist, or simply deleting the entire waitlist. IMPORTANT: If you delete the waitlist, you will also delete all entries on the waitlist and this is NOT recoverable.

You can use the "+New Waiter" button to add a new person to your waitlist. Note that the person that you added will receive an email notifying them of the addition to the waitlist.

You can also bulk delete (more actions coming) people from your waitlist by selecting the checkbox next to them and using the dropdown above the table to select the "Delete" action, and execute it. Again, this operation is NOT recoverable.

You also have the ability to "Export" your waitlist to a CSV (comma-separated values) file. You can then import that CSV into your favorite spreadsheet application for your usage.

And last, you have the ability to bulk "Import" an existing list of users to your waitlist. See the instructions below for more information on importing users to your waitlist.

Bulk Importing People to Your Waitlist

You have the ability to either copy/paste a list of people in CSV (comma-separated values) format into a text box or just simply upload a CSV file. If you have your waitlist in a spreadsheet application, it's quite simple. Just use the directions for your application:

• Microsoft Office
• Simply click on File -> Download -> Comma Separated Values in the menu with the sheet you wish to export.

Be sure to see the information below on the expected data format. Your import will fail if you don't have columns in the correct order.

Once you have your CSV file, you can use the file uploader to just upload the file or simply copy/paste the text from your document into the textbox and import them that way. Note that, in either case, there is a checkbox that you can select to delete the first row. You want to use that if the first row is a "header" row containing what is in each column. For example, if your CSV contained the following, you would want to check that box:

Data Format

The format of the data in your CSV file is important. You should have these columns in the following order:

1. First Name
2. Last Name
3. Email Address
4. Phone Number (optional)

You also need to make sure that you have a file in valid CSV format. If you've exported this from another application (like Office or Google sheets), it should work without any issue.