Promote a member from a waitlist to a class booking

Overview

This article guides you through the process of promoting a member from a class waitlist to a class booking.
The article is divided into the following eight topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch level
Cancel a booking
Promote a member from a waitlist
 

Prerequisites

Role

Your Role must have the "Manage sessions" Permission.

 

Scope

To add a member to a waitlist, you must have one of the above Roles within the Branch the Class will be
"Available for".

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

Classes which are not online will allow permitted staff to promote members from a waitlist to a class. Waitlists enable members to register interest in fitness sessions after filling all available positions. Staff can manually remove an existing member from a session and upgrade a member on the waitlist to a class position.

Note: This function only applies to bookings cancelled manually by staff. Bookings cancelled through the Online Member Website will automatically promote the first member on the waitlist to the class session.

 

Navigation

Members can be added to can be added at both Organisation level and Branch level.
Classes are created at Organisation level when multiple Branches require Sessions for the Class.
Classes are created at Branch level when only one Branch requires Sessions for the Class. Classes created at Branch level can later be modified at Organisation level to be "Available for" other Branches.

 

Branch level

To promote a member from a waitlist at Branch level:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Calendar

 

Cancel a booking

To cancel a Member's Booking:

		In Calendar, select the Session you want to cancel a Member's Booking
		Booked members are displayed at the bottom of the Session panel
		Click on the three vertical dots (on the right-hand side of the Member you wish to remove the Booking for)
		Click on the three vertical dots (on the right-hand side of the Member you wish to remove the Booking for)
		A prompt will show to promote a person from the waitlist to the session.

 

Promote a member from a waitlist

To manually promote a member to a session:

		In Calendar, select the Session you want to cancel a Member's Booking
		The session will display a banner to promote a member from the waitlist.
		Click on the waitlist menu
		Click the xx arrow to promote the member to the session from the waitlist.
		The member will appear on the bookings menu.