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How to Add an Enrollee to a Waitlist
How to Add an Enrollee to a Waitlist

Learn how Admins can enroll someone to a Class Waitlist

Serena Edwards avatar
Written by Serena Edwards
Updated this week

There are two ways to add someone to a Waitlist as an Admin user.

  1. The Enroll Form

  2. The Classes page

We'll discuss each of these in detail below.

Enroll Form

Click on Enroll on the left navigation menu, and enter the relevant information on your Enroll Form (Primary Account Info and Enrollee Info).

Once you get to the Program Section, click the "Waitlist Selection" button or Click Here under the selected Program.

NOTE: This "Waitlist Selection" button ONLY shows up for Admin users not Customers.

Choose the appropriate Enrollment Period and Program Name (and any other Program Options), then choose either "Program Level," which is the Waitlist on the Program, or a Class with a Waitlist on it. Click here to learn more about Class-level Waitlists.

Check to ensure the Enrollee is on the correct Waitlist, and then click "Next Step" again and "Complete Enrollment" to finish.

Classes Page

On the Classes page, decide if you need to add an Enrollee to a Program-level Waitlist or Class-level Waitlist, and follow the steps below.

Program-Level Waitlist

❗For Classes Enrollment Model Programs

For Programs set up on the Classes Enrollment Model, Program-level Waitlists will have the red warning icon beside it. Hover over this icon to view the message, "This is a Program-level Waitlist. The Enrollment Model for this Program is better suited for a Class-level Waitlist. You might consider deleting this waitlist and creating the relevant waitlists on the Classes instead."

This means the Program is set up on a Classes or Days per Week model, which allows for Waitlists on the Class level. You can keep the Program-level Waitlist or delete it and add Class-Level Waitlists instead.

To add someone to the Program-level Waitlist, open it by clicking the down arrow on the far right and clicking the "+ Add" button.

Class-Level Waitlist

NOTE: Classes Waitlists are an unlockable feature. If you don't have this feature, let support know via the chat box below, and we'll unlock it. Right now, there is no extra charge for this feature.

Open the Class using the down arrow on the far right. If there is a Waitlist on the Class, it will be at the end of the Class list. Open the Waitlist and click the "+ Add" button to add someone to the Waitlist.

The number of Enrollees within the Waitlist will show beside the Class capacity, i.e., "+1 waitlist."

Manual Waitlist

If you need to make your Waitlist visible all the time and manually add people, you will need to change this setting: "Enforce enrollment capacities." Go to the My Company page and click on the Enroll Form item in the left menu. Then uncheck the box:

add capacity in waitlist in Enrollsy\

When you add a Waitlist WITHOUT that setting turned on, you will see this notice (the gray notice comes up when you hover over the red caution icon):

creating a manual waitlist in Enrollsy

If the "Enforce enrollment capacities" setting is NOT turned on:

  • The Waitlist will NOT show up on the Enroll Form (even on the Admin side)

  • Waitlist spots will NOT be included in Auto-Billing

Waitlist Program

If you have a Program that is acting as your Waitlist, you can enroll someone in it as you would any other Program. See this article for steps on how to enroll someone as an Admin.

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