How to Move Clients from the Waitlist into a Class in Arketa
Managing waitlists effectively is crucial for ensuring smooth class bookings in Arketa. This guide provides step-by-step instructions for moving clients from the waitlist into a class, along with troubleshooting tips and additional considerations.
Step-by-Step Guide
Open the Class - Navigate to the specific class where you want to move a client from the waitlist.
Access the Waitlist - Go to the Class Roster or Check-in Screen. - Locate the Waitlist tab or click the Waitlist tag to view the list of waitlisted clients.
Move the Client - Select the desired client from the waitlist. - Use the Add to Class option to move them into the class. This option may appear as an orange icon or a dropdown with a down arrow next to the client’s name.
Ensure Proper View - If you don’t see the Add to Class option, ensure you are in the List View rather than the Calendar View. The option is only available in the List View.
Exceeding Class Capacity (Optional) - If the class is at full capacity, you can manually add the client to the class list first and then remove them from the waitlist. This action bypasses automatic enrollment logic.
Using the Business App (Optional) - On the Arketa business app, you can also go to the Waitlist, select the client, and check them in to move them into the class.
Troubleshooting Common Issues
Why don’t I see the Add to Class option? - The Add to Class option is only available in the List View. Switch from the Calendar View to the List View for the class, then open the Waitlist tab to access this option.
Additional Tips
After Increasing Class Capacity - If you’ve increased the class capacity, follow the same steps to manually add clients from the waitlist.
Bypassing Automatic Enrollment - Manually adding a client to the class bypasses the automatic waitlist logic, allowing you to manage bookings more flexibly.
By following these steps, you can efficiently manage waitlists and ensure a seamless booking experience for your clients in Arketa.