Waitlist

The waitlist allows customers to register for fully booked courses and automatically move up when a spot becomes available.

How does the waitlist work?

Process

  1. Course is full (all spots taken)
  2. Customer still wants to book
  3. Customer is added to the waitlist
  4. When a cancellation occurs, the first person automatically moves up
  5. Customer is notified by email
  6. Credits are only deducted when the customer moves up

Automatic advancement

The system automatically checks:

  • Does the customer still have enough credits?
  • Does the customer have no other bookings at the same time?
  • If yes: Automatic booking

Activating the waitlist

Globally for all courses

  1. Go to Settings → Bookings
  2. Enable Activate waitlist globally
  3. Save

Per course

  1. Open a course
  2. Go to Options
  3. Enable Waitlist for this course
  4. Save

Note: Course setting overrides global setting.


Waitlist settings

Maximum waitlist spots

  • Limit the waitlist (e.g. max. 5 people)
  • Prevents unrealistic queues
  • Default: Unlimited

Automatic advancement

  • Enabled: Customers are automatically booked
  • Disabled: Customers are only notified

Notification time

  • How much time does the customer have to respond?
  • Example: "2 hours" - then the spot goes to the next person
  • Only relevant when auto-advancement is disabled

Managing the waitlist

Viewing the waitlist

  1. Open a course session
  2. Select the Waitlist tab
  3. You'll see all waiting customers

Information per entry

FieldDescription
PositionPlace on the waitlist
CustomerName and email
Registered onDate/time of registration
Credits availableHas enough credits?

Manual actions

Booking a customer manually

You can book someone from the waitlist directly:

  1. Open the waitlist
  2. Click on a customer
  3. Select Book directly
  4. Confirm (overrides capacity)

Removing a customer from the waitlist

  1. Open the waitlist
  2. Click on a customer
  3. Select Remove from waitlist
  4. Optionally enter a reason

Changing the order

The order is based on registration time. You can:

  1. Select a customer
  2. Move Up or Down
  3. Save change

Advancement in detail

When a spot becomes available

The system automatically checks:

  1. Who is first on the waitlist?
  2. Does this person have enough credits?
    • Yes → Continue to step 3
    • No → Check next person
  3. Does this person have a time conflict?
    • No → Book
    • Yes → Check next person
  4. Create booking and notify

Credits check

When advancing, the system checks:

  • Are sufficient credits available?
  • Are the credits still valid?
  • If not: Next person

Email notifications

Added to waitlist

Customer receives confirmation:

  • Course name and session
  • Position on the waitlist
  • Note about automatic advancement

Advanced and booked

Customer receives:

  • Booking confirmation
  • Course details
  • Credit deduction confirmation

Spot no longer available

If the customer could not be booked:

  • Info about missed spot
  • Reason (no credits, time conflict)
  • Hint about upcoming sessions

Customer view

Joining the waitlist

When a course is full:

  1. Customer clicks Book
  2. Notice: "Course is full"
  3. Option: Join waitlist
  4. Confirmation of waitlist position

Leaving the waitlist

Customers can remove themselves:

  1. Open My bookings
  2. Waitlist entries are shown separately
  3. Click Remove from waitlist
  4. Confirm

Special cases

Multiple cancellations at the same time

When multiple spots become available:

  • System processes waitlist in order
  • Multiple customers can advance simultaneously
  • Each receives an individual notification

Shortly before course start

  • Waitlist remains active until booking cutoff
  • After booking cutoff: No more advancement
  • Remaining waitlist is cleared after course ends

Trainer-bound credits

With trainer-bound credits:

  • System checks whether credits match the session trainer
  • If not: Next person is checked

Best practices

Realistic capacities

  • Set realistic limits
  • Not too many waitlist spots
  • 3-5 spots are usually sensible

Communication

  • Explain the waitlist to customers
  • Set expectations correctly
  • Waitlist does not equal a guaranteed spot

Monitoring

  • Regularly check long waitlists
  • Consider additional sessions
  • Popular courses = more supply?

FAQ about the waitlist

Are credits deducted immediately?

No. Credits are only deducted when the customer is actually booked (i.e. advances from the waitlist).

What happens if credits are insufficient?

The customer is skipped and the next person on the waitlist is checked.

Can I disable the waitlist for a session?

Yes, in the session settings you can disable the waitlist for individual sessions.

How many people can be on the waitlist?

Unlimited by default. You can set a maximum in the settings.


Next steps

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