How to Set Up a Waiting List Form in Under 5 Minutes

Need a waiting list for your practice or business? Here's the fastest way to create one that actually works.

Formisoft Team

· 2 min read

Whether you're managing patient overflow, waitlisting for a new service, or handling event registrations, a waiting list form does one job: collect the right information from interested people so you can follow up in the right order.

Here's how to set one up quickly with Formisoft: no templates to hunt for, no configuration headaches.

Option 1: Let AI Build It

The fastest path. From your Formisoft dashboard, select "Create a form with AI" and describe what you need:

Create a waiting list form for a dental clinic with fields for
patient name, phone number, email, preferred appointment time,
reason for visit, and any urgent concerns.

You'll get a working form in seconds. Review it, tweak anything that needs adjusting, and you're done.

Option 2: Start from a Template

Browse the Templates page, filter by your specialty or use case, and pick one that's close to what you need. Customize it with the drag-and-drop builder: add fields, remove ones you don't need, reorder things.

Option 3: Build from Scratch

If you want full control, start with a blank form and add fields manually. For a basic waiting list, you'll typically want:

  • Full name
  • Contact info (phone and/or email)
  • Preferred date/time range
  • Reason for visit or interest
  • Priority or urgency indicator
  • Any notes

This takes about 3-5 minutes with a drag-and-drop builder.

A Few Features Worth Enabling

Once your form exists, consider turning on:

  • Conditional logic: show a "describe your urgent concern" field only when someone selects "urgent" priority
  • Custom branding: add your logo and colors so the form feels like part of your practice
  • Draft auto-save: so people can start the form and finish later without losing their work

Share It

Once your form is ready, you have several distribution options:

  • Direct link: paste it in emails, texts, or your website
  • QR code: print it for your front desk or waiting room
  • Embed code: drop it directly into a page on your website
  • Email link: send personalized form links to specific patients

Manage Responses

All submissions land in your Formisoft dashboard. From there you can:

  • Sort and filter entries to prioritize follow-up
  • Export to CSV if you need to import into another system
  • Set up webhooks to automatically notify your team when someone joins the list

That's the whole process. Most people have a working waiting list form live and collecting responses within 5 minutes of starting. If you want to see it in action, book a demo.

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