Use casesClass waitlist management

Offer the next class place without losing the capacity decision.

Fill class cancellations without losing the waitlist order or response deadline.

How to build your class waitlist management

  1. Describe the job

    Fill class cancellations without losing the waitlist order or response deadline.

  2. Review the first version

    Choose how the class coordinator records the Class reference and how the instructor reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A class waitlist management example

One member requests a place in a class that is already full.

Illustrative workflowClass waitlist management

Class waitlist management example

Record
Class waitlist management · 01
Owner
Class coordinator

Current stage · Class coordinator

Open the Class reference

One member requests a place in a class that is already full.

Read the full walkthrough
  1. Open the Class reference

    One member requests a place in a class that is already full.

    Record:
    Class waitlist management · 01
    Owner:
    Class coordinator
  2. Review the response deadline

    A cancellation creates one place. The coordinator records an offer without treating it as accepted.

    Stage:
    Awaiting instructor review
    Owner:
    Instructor
  3. Record the accepted offer

    Record the accepted offer before moving the next person off the waitlist.

    Next action:
    Record the accepted offer before moving the next person off the waitlist.
    Owner:
    Member

What to include in your class waitlist management

  • Keep the Class reference in context

    Keep Class reference, session time, capacity, confirmed places, waitlist position, offer status and response deadline together so the next person can understand the request or record.

  • When the next step needs a decision

    One member requests a place in a class that is already full. A cancellation creates one place. The coordinator records an offer without treating it as accepted.

  • Keep response deadline visible

    Record the accepted offer before moving the next person off the waitlist.

  • Choose what each person needs

    Give the class coordinator a working view and the instructor a review view. Keep Class reference and session time attached to the decision as the work moves between them.

Questions about class waitlist management

Start with Class reference, session time, capacity, confirmed places, waitlist position, offer status and response deadline. Describe who enters the information and who reviews the next step.

Try the workflow with your own process in mind.

Start with your workflow and make it yours.

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