How to efficiently manage high-demand activities by transitioning waitlisted participants into open spots as they become available each term


Step 1 - Locating and Selecting the Waitlisted Client


  1. From the Frontdesk, go to Requests and select Current.

  2. Filter by Approval Status > On Waiting List

  3. On the Client Tile go to Actions and select Change Details 


  1. In the Change Requests Details window in the Booking Type select Booking. Choose the Ticket  eg. Full Fee and Save 

Step 2 - Processing Payment

  1. To create an invoice for payment. Select on Actions and Add Invoice 5. Choose the Payment Type eg Credit Card - online and select Add6. Select on the Invoice, move your cursor and click on Tax Invoice unissued

7.  Issue the invoice


8.  Select on Charge Card for credit card or Pay Invoice for other payment types. 



9. For Credit Card, enter their card details and select Charge10. Once Paid, select on the back arrow of your browser. Go back to Activity Summary > Request


Step 3 - Finalizing Approval and Attendance


11. In Session Allocation, select on View Sessions eg. 0 of 11 and allocate to all the Sessions so they are assigned to the Attendance Sheet. 




 12. Change the On Waiting List label.  In the Client tile, Go to Actions select Update Status and change to                 Approved and Done


   13. The Client has been assigned.