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Configuring the Waitlist Feature
R
Written by Riley Kinworthy
Updated over a week ago

Introduction

This guide will provide a detailed overview of how to configure your waitlist settings effectively. By following the steps outlined, you'll be able to set up and customize your waitlist to enhance user experience and manage bookings efficiently.

Step-by-Step Instructions

Accessing Waitlist Settings

To begin, navigate to the tools section within your profile and access the settings.

Accessing settings

Enabling the Waitlist

Next, search for the waitlist option and toggle it on. This action will activate the waitlist feature, allowing you to manage it automatically.

Toggling on the waitlist

Understanding Manual vs. Automatic Waitlist

Be aware that if you don’t toggle this setting on, you will still have a waitlist, but it will require manual management where you clear it yourself.

Manual waitlist explanation

Configuring Waitlist Settings

Once the waitlist is enabled, you will have various settings and options to configure how it will function.

Waitlist settings overview

Default Rules for Notifications

You can set default rules that allow notifications to be sent to everyone on the waitlist when a spot opens up. This can be done with a simultaneous notification or in order with a delay.

Default rules for notifications

Automatic Promotion of Waitlisted Users

You can also choose to automatically promote the first person on the waitlist to the available spot. This means they will be charged according to their payment method.

Automatic promotion option

Implementing a Blackout Period

You may choose to set a blackout period during which the waitlist will not be cleared. For example, you might opt for a time frame between midnight and 5 AM.

Setting a blackout period

Allowing Waitlist Position Visibility

Decide whether users can view their position on the waitlist. This can enhance transparency for users waiting for a spot.

Visibility of waitlist position

Managing Notification Delays

If your cancellation window is, for instance, six hours, you may want to ensure that no one is notified or booked within this timeframe.

Managing notification delays

Rollup Interval Settings

The rollup interval determines how quickly the system will notify the next person on the waitlist if the previous individual does not book their spot in time.

Rollup interval settings

Limiting Notification Attempts

You can set how many times people are notified about an available spot on the waitlist. For example, if you set this to three, the system will notify individuals up to three times before opening the spot to the public.

Limiting notification attempts

Allowing Pending Transactions

This option lets users with pending transactions (e.g., insufficient funds) still book into the class, although it's generally not recommended.

Pending transactions option

Creating Additional Rules

You can set up additional rules for specific groups, such as giving priority to members over drop-in users. Please note that when you create a custom rule, it will be applied first then the default rule will apply.

Creating additional rules

Automating Notifications

Within the growth suite, you can find pre-configured automations that will help manage notifications for clients when spots open up.

Automating notifications

Reviewing Email and Text Notifications

Finally, review the email settings and consider setting up text notifications if desired.

Email notifications settings

Conclusion

By following this guide, you should now have a clear understanding of how to configure your waitlist settings effectively. With the outlined steps and visual aids, you can confidently set up the waitlist feature to improve user management and booking processes.

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