# Waitlist

Source: https://docs.astalty.com.au/guide/referrals/waitlist

> Add referrals under review to a waitlist when you can't take on a Participant immediately.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

## Overview

Use the [Waitlist](https://app.astalty.com.au/referrals/waitlist) to hold a Referral that is still under review when you cannot take on the Participant yet. See [Setting Up Referrals](https://docs.astalty.com.au/guide/referrals/referrals) for the form and intake workflow.

## How to Add a Referral to Your Waitlist

When reviewing your referrals, if you determine that you don't currently have capacity but want to keep a referral for future consideration, follow these steps:

1. Within [Referrals](https://app.astalty.com.au/referrals), open the referral.

![The Referrals page with Referrals highlighted in the inner menu above Waitlist, and an arrow pointing to the highlighted list of New referrals.](https://docs.astalty.com.au/assets/waitlist-10.png)

2. Select **Actions**, **Update Status** and then **Update to Under Review** to commence your review (jump to step 3 if the referral is already Under Review).

![The Referral Details page for a New referral with the Actions menu open and Update Status highlighted.](https://docs.astalty.com.au/assets/waitlist-9.png)

![The Update Referral Status dialog showing the current status is New, with the Update to Under Review button highlighted.](https://docs.astalty.com.au/assets/waitlist-8.png)

3. If you decide to waitlist the referral, select **Actions**, then **Update Status** again, and select **Add to Waitlist**.

![The Referral Details page for a referral with the status Under Review, with the Actions menu open and Update Status highlighted.](https://docs.astalty.com.au/assets/waitlist-6.png)

![The Update Referral Status dialog showing the current status Under Review, with the Add to Waitlist button highlighted between Decline and Accept.](https://docs.astalty.com.au/assets/waitlist-5-guide.png)

4. The referral now appears in the [Waitlist](https://app.astalty.com.au/referrals/waitlist) for future action.

![The Waitlist page with Waitlist highlighted in the Referrals sub-menu, and an arrow to the highlighted waitlisted referrals, with Reference, Assigned To, Participant, Source and Details columns.](https://docs.astalty.com.au/assets/waitlist-4-guide.png)

If the referral is for a **New Participant**, you can create a **Participant Profile directly from the Referral**. When this is done, a **Waitlist icon** will appear on the Participant's profile to clearly indicate their referral status.

> **When the Waitlist badge appears**
>
> This icon is only displayed for Participant profiles that have been created through the Referral Actions **after** they have been added to the Waitlist.

![A Participant's profile with a highlighted Waitlist badge beside the Active badge at the top of the profile summary card.](https://docs.astalty.com.au/assets/waitlist-1-1773196498-guide.png)

## How to Update a Waitlisted Referral

When you are ready to take on a Participant from your Waitlist:

1. Select the referral within the [Waitlist](https://app.astalty.com.au/referrals/waitlist).

2. Select **Actions**, then **Update Status**.

![A referral's Referral Details page with the Status set to Waitlist and the Actions menu open with Update Status highlighted.](https://docs.astalty.com.au/assets/waitlist-3.png)

3. Select **Accept** or **Decline**.

![The Update Referral Status dialog showing the current status Waitlist, with the Decline and Accept buttons highlighted.](https://docs.astalty.com.au/assets/waitlist-2.png)

Once the referral has been accepted or declined, this status will be updated accordingly and it will be automatically removed from the [Waitlist](https://app.astalty.com.au/referrals/waitlist).

![The Referral Details page after the update, with the Status highlighted and now showing Accepted.](https://docs.astalty.com.au/assets/waitlist-1.png)

## Waitlist - Video Overview

Video walkthrough: waitlist.
