Overview

This article shows you how to configure the Waitlist Promotion Method so you can choose how clients are promoted from the waitlist when a spot opens up.

You’ll learn how to set whether clients are promoted automatically or given a set amount of time to confirm - this will help you manage class attendance efficiently while giving clients flexibility.

Please note:
The Automatically Confirm Waitlist Clients setting has been renamed to Waitlist Promotion Method for better clarity.

The setting options have also been updated:

• "Yes" is now called "Automatic Confirmation"

• "No" is now called "Confirmation Window"

Your existing settings will stay exactly the same after this update:

• If your setting was "Yes," it will continue as Automatic Confirmation

• If your setting was "No," it will continue as Confirmation Window (with a default 2 hour confirmation window)

Prerequisites

• Access to Core > Account Settings > Configuration.

• Permission to update waitlist settings for your business.

How to Configure the Waitlist Promotion Method

Go to Account Settings

1. Log in to your Core account.

2. Click on Account Settings.

3. Select Configuration from the menu.

Find Waitlist Promotion Method

1. Scroll to Business Profile > Click Edit 

2. Find the section for Waitlist Promotion Method 

3. You’ll see two options:

   • Automatic Confirmation: Clients are auto-promoted as soon as a spot opens.

   • Confirmation Window: Clients have a set time to confirm before the next client is offered the spot.

Set your preferred method

1. Choose either Automatic Confirmation or Confirmation Window based on your preference.

Tip: Automatic Confirmation means that clients don’t need to take action as they are added right away.

If using Confirmation Window, configure time limit

1. If you choose Confirmation Window, a new field appears:
   Length of Time for Client to Confirm Waitlist Promotion.

2. Enter a number (e.g., 2) and select Minutes or Hours from the dropdown.

3. When done, click Save.

Please note: The default is 2 hours but you can adjust it as needed.

Expected Outcome

Once saved, your waitlist promotion behavior will reflect your selected method.
Clients will either be auto-promoted or given the time window you specified to confirm their spot.

FAQs

Q: What happens if a client doesn’t confirm in time?
A: The system will remove them from the waitlist and offer the spot to the next client automatically.

Q: Can I change the time window later?
A: Yes! You can return to this setting anytime and update the duration.

Q: Will this change affect current waitlist promotions?
A: No, it only applies from when you save your changes going forward.

Need a hand?
Reach out to our support team via [email protected].