Adding prospects to a waitlist is easy through WelcomeHome via the Waitlist tab.
It's a good way to keep track of depositing prospects that haven't picked out a room or are waiting for a new community.
From there you'll be able to see all waitlisted prospects as well as add new ones.
Click the "Add to Waitlist" button.
From the "Add Prospect to Waitlist" page be sure to add a Prospect and a Unit, everything else is encouraged for better record keeping but is optional. You can waitlist them for any unit, but if there isn't a specific unit they want to be waitlisted for, put them in a general Waitlist unit. In the example below, we'll be adding to the Memory Care Waitlist (Waitlist MC).
*Note: If your community does not have a "Waitlist Unit", contact your administrator and they will elevate it to our support team!
You can also edit or add a prospect to a Waitlist Unit via their Prospect Profile. On the right of the profile, you'll find a waitlist tab:
When you're done making additions to the waitlist, it will be reflected on the occupancy page. In the vacant section of the Occupancy Board, you'll find the Waitlist unit you're interested in viewing and this symbol. Units that have potential waitlist candidates will have the blue symbol next to it.
Click on the symbol and then click on "View waitlist for..." to view prospects on the waitlist that could be a fit for this unit.
*Note: Don't worry about them getting full or affecting your occupancy numbers, they can have (virtually) unlimited residents and they will not affect your counts.