People and families

Use the staff app to create a person, keep family contact details together, and find or update a saved record....

Use a person’s existing record to move them between manual lists, edit membership dates, change status, or add them back...

There may be situations when you want a person to appear on multiple lists. For example, at a medical office,...

Overview At the heart of WaitlistPlus is the ability to collect information from your customers. We have a default form...

Choose the action that matches what you want to change: list membership, the person’s record, or email delivery. An applicant...

Choose between separate sites for independent location management and a shared site with a Location field for recording customer preferences....