WAITLIST HOLD FOLLOW UP

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

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.

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)

Day 3 from Held Date

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

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

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