Summary

Waitlist management lets you individually approve or decline enrollment requests without requiring immediate payment. If a participant is declined, no refund process is needed.

Step-by-step Instructions

Introduction

The waitlist collects enrollment requests and allows case-by-case decisions to approve (with subsequent payment) or decline participants.

Creating sessions

1. Create a session with status “Pending”
   This session will be visible in the catalog.
   Participants create a profile but do not pay immediately.
2. Create a private (Confirmed) session
   This session will receive enrollments from approved participants.
   Link the private session to the “Pending” session.

Managing the waitlist

1. Go to the session management menu.
2. Select the relevant session and click “Waitlist.”

Management features

Approve a participant

• Use the approval option to validate the enrollment.
• The participant will receive an email with the link to enroll and proceed with payment.

Decline a participant

• Use the decline option.
• A decline notification email will be sent automatically.

Reduced Price

• If “Reduced Price” is checked, the participant receives the partner price for this session only.

Notifications

• When a participant is added to the waitlist, a confirmation email is sent.
• If approved, an email is sent with the enrollment link.
• If declined, a notification email is sent.

Note: You can customize the decline message via the session’s notification options. This message will fully replace the standard email content.

Tips / FAQs

• Use a “Pending” session to gather demand, and a linked private confirmed session to finalize approved enrollments and payments.
• Before approving, ensure the private session is correctly linked and open for enrollment.
• Customize the decline message to provide alternate dates, eligibility criteria, or next steps.