Tax Season Capacity & Waitlist Management
Manages a waitlist when firm reaches capacity, sets expectations, and auto-notifies when slots open
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Manages a waitlist when firm reaches capacity, sets expectations, and auto-notifies when slots open. Prevents losing leads during peak season.
How It Works
1
Capacity Hit
All CPA calendars full through {{date}}
2
Enable Waitlist
Booking page switches to waitlist form
3
Waitlist Page
Capacity explanation, join waitlist, estimated wait time
4
Waitlist Confirmation
Position, estimated timeframe, what to prepare meanwhile
5
Waitlist SMS
'You're on our waitlist. Start gathering docs: {{checklist_link}}'
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.