THESE ARE ALL ARCHIVED MATERIALS AND WILL ONLY BE AVAILABLE FOR A LIMITED TIME. THE ORIGINAL EXERCISES ARE NOT INCLUDED HERE.
To access the new EventsAir Academy, please use the "Learn" button at the top right of EventsAir.
NOTE: These videos were recorded prior to Version 16, so EventsAir looks a little different. The navigation bar is now on the left-hand side (instead of along the bottom of the screen).
Functions, hotels, travel and even registrations can be fully booked. Therefore, attendees often ask to join a waitlist just in case someone cancels, or extra tickets are added.
In EventsAir, you can manage this by taking waitlist requests during online registration, tracking and reporting on waitlist requests, and assigning extra inventory to those on the waitlist.
2B.10.2.1 Enabling Waitlists (Set Up)
To get started with Waitlist Management, you need to enable this tool for any functions, registrations, accommodation or travel options with a set inventory. To do this, you'll go into the Set Up panel and add some options to any payment statuses you've created.
Let's take a look at how it's done in the video below:
2B.10.2.1 Enabling Waitlists in Your Interactive Sites
Once you have added the waitlist option(s) for one or more items, you need to enable these in your Interactive (registration) Sites.
The most important thing to remember is to set the appropriate inventory limit before waitlisting becomes active. We recommended you think about this before enabling the waitlist, as you may want to start accepting waitlist requests even if you still have some inventory left. (This is often done to keep aside some inventory for special circumstances such as VIP attendees.)
Let's find out more - watch the video below:
2B.10.3.1 Tracking and Reporting on Waitlist Requests
You can track and report on all waitlist requests, using two different EventsAir tools:
- In the Alerts Panel, you can see waitlist activity for any function, registration, accommodation or travel option where it's been set up.
- You can also search on waitlist payment statuses and generate reports to show which attendees have opted for the waitlist option.
To see how all of this works, watch the video below:
2B.10.4.1 The Waitlist Management Express Action
EventsAir includes a tool called the Waitlist Management Express Action, which can be used to manage any item that you've enabled for waitlisting (where attendees have chosen this option). This is a quick and easy way to select anyone you'd like to move off the waitlist and assign them a new payment status.
Let's see this in more detail in the video below:
2B.10.5.1 WRAPUP
Next Steps
In this topic, we've covered:
- Setting up waitlist options in payment statuses for functions, registrations, accommodation etc.
- Adding waitlist options to your interactive site
- Tracking and reporting on waitlists
- Using the Express Actions tool to move people off a waitlist when inventory becomes available.