Introduction
This is an overview of the course waitlist module within PGM.
Before you start
To activate the wait list function within Groups, your employee profile will need to have the following two settings ticked. This can be done in PGM->Clubs->System permissions.
- Classes groups
- Manage waitlist
Feature overview
To access groups, go to PGM->Classes->Groups
Select the Waitlist tab.
This will display a list of all the club members on a waitlist.
Member - Search for a member using the search function, First name, last name or member number can be used here.
If you click on their name, it will take you to their member profile in a new tab.
Days of the week - Filter to members who have requested one day of the week.
Time - Filter the wait list to only show members who have requested a selected time. This will include members who have requested a range in time, or a matching time if exact time is used.
Activity Category - Filter to an activity category.
Level - This will display the level the club member has requested. Note this cannot be filtered.
Edit - To edit an existing member wait list, press the three dots to the right of their name and press edit. This will allow you to edit their request on the waitlist.
Delete - To delete a member from the wait list, press the three dots to the right of their name and press edit. This will allow you to delete their request on the waitlist.
Add new entry
To add a new member to the waitlist, press Add new entry on the top right hand corner of the screen.
This will bring up a new screen to add the member to the waitlist.
Member - Search for an existing member or add a new member account. When pressing Add a new member account this will bring up a new screen to create a child/parent or user account. More information about this process can be found here.
Days - Select the days of the week the member on waitlist is available.
This can be edited later
Exact time - This will filter classes with a start time matching the time set here.
For example, If the time set here is 4:15 PM, then only classes starting at 4:15 PM will appear when searching for matches.
Time range - Select a time range where the club member is available to start the class.
For example, If the time set here is from 3:30 PM to 4:30 PM, then only classes with a start time between these times will appear when searching for matches.
Activity type / Level - Select the activity category and level for the matches to appear.
Press Save to add the member to the waitlist.
Find matches
To find matches, press Find Matches on the top right hand corner of the waitlist screen.
This will generate a list of all potential matches for members who are on the waitlist.
Clubs - Select the club to filter to groups offered at this club.
Categories - Select the activity category to filter to groups within this category.
The order listed here is on a "first in first serve" model. The member who is listed on the top of the list has been on the waitlist the longest.
Position - The position of the member on the waitlist.
User details - User details of the member on the waitlist. The user number is clickable and this will open a new tab to their member profile.
Groups / Activities - This will display their current enrolment into a group, or no enrolment.
Group details - This will display a list of all groups which have availability based on the waitlist request.
- Name of the group - The name used when creating the group.
- Start date - The start date of the group.
- End date - The end date of the group. Classes will not go past this date. If there is no end date, this group is considered ongoing.
Earliest possible enrolment start - The earliest lesson the member can start on.
Enrol or transfer - This will enrol the member into that group. More information about this process can be found here.