Hold Follow Up

Project Manager: Carrie@hubbardswim.com (Phx & GY) GabrielleP@hubbardswim.com (P & RV)

Written by Matt Young

Last published at: May 8th, 2025

Table of Contents

Guide & Eligibility Daily Check & Offer Class Accept/Reject Offer Age Out Process

Step 1

WL Report & Organization

  • Reporting> Classes> CLA-8 use preset waitlist notes
  • Remove column A, B, C, G
  • Column F Notes apply conditional formatting
  • Format cells if text contains 48
    (this will highlight any waitlist that has a 48hr hold note on it.)
    Remove rows without highlights
  • Now that you have only waitlist that are being held organize them by date of hold.

STEP 2

Day 2 from Held Date

Today is Aug 19th. We are sending a text reminder to the August 17th section. Today is their final 48 hours to respond.

Verify the email has been sent & they are opted-in for text messaging.

Send Final Communication from the Student Page (no email)

  1. Push Notification - One Per Family
  2. Text Message - Send a copy to all phone numbers

STEP 3

Day 3 from Held Date

Today is Aug 19th. We are removing the hold to August 16th section.

  1. Add to your waitlist note:  (cont) no response all request tossed. Move to low priority and close note.
  2. Remove all waitlist requests for all students.
  3. Delete note on the class being held.