Guide & Eligibility Accept/Reject Offer Hold Follow Up Age Out Process

Tutorial 

Daily Check Waitlist Process

Daily Check Quick Guide

1. Classes > Filter> 3 classes out / available opening & waitlist
2. Sort. Copy & paste info into spreadsheet
3. Remove classes from your sheet that have already been offered.
4. Work spreadsheet. Find classes available within the next 3 weeks.
5. Verify age, level and waitlist notes make it a good fit.

Tutorial

Offering a Class Waitlist Process

Offering a Class Quick Guide

Family Page

• Check family account for:
  • is this a new or transfer enrollment
  • is this family opted-in to email & text
  • are there any additional notes to consider
  • check family notes are we currently holding any waitlist classes

Classes Page

• Class Note - medium
  • Subject:  48hr wl hold - swimmer - date start
  • Comment:   48hr wl hold - swimmer - date start
• Email: send to all emails, pick new or transfer email template, enter info w/ no abbreviations.
• Copy information. Send.
• Open Family from this class
• Add or Nest Family Note - medium - subject 48hr wl hold - paste offered class info

Student Page & Template

• Use correct template to send text & push
  1. Push Notification - One Per Family
  2. Text Message - Send a copy to all phone numbers