How Do I Create a Waiting List for a Membership Category?

Navigation: Payment Options > Membership Categories

Hopefully, as your organisation grows, you will begin to have more applicants than you can handle. To help manage this, we have created simple to setup waiting lists.

Step 1: To begin the process of creating a waiting list for a Membership Category, hover over ‘Payment Options’ in the main menu and select ‘Membership Categories’ in the drop-down menu that appears.  

Step 2: Next, select ‘Add new’.

Step 3: A text box will then appear with options for setting up your Membership Category.

One of the questions you will be asked is, ‘Limit the number of people that can join this membership category?’. To setup a waiting list, select ‘Yes’.

Step 4: Once you have selected ‘Yes’, additional fields will appear. Here, you can type the maximum number of people who can join the Membership Category.

You will also be asked, ‘When full, give prospective members an option to join a waiting list?’ – to setup a waiting list, click ‘Yes’.

Step 5: Complete the Membership Category setup process and click ‘Save and Finish’.

Once this is done, you will have successfully setup your waiting list!

Please follow these steps if you wish to add a waiting list to a pre-existing Membership Category.

Step 1: Hover over ‘Payment Options’ in the main menu and select ‘Membership Categories’ in the drop-down menu that appears. 

Step 2: Next, find the Membership Category you wish to add the waiting list to and select ‘Edit’ which can be found on the right-hand side.

Step 3: A text box will then appear with the current settings for the Membership Category.

Scroll down until you find the question, ‘Limit the number of people that can join this membership category?’. To setup a waiting list, change the answer to ‘Yes’.

Step 4: Once you have selected ‘Yes’, additional fields will appear. Here, you can type the maximum number of people who can join the Membership Category.

You will also be asked, ‘When full, give prospective members an option to join a waiting list?’ – to setup a waiting list, click ‘Yes’.

Step 5: Once you have amended your settings click ‘Save and Finish’. This will update your Membership Category and successfully create the waiting list.

Once you have completed the above steps you will have successfully created a waiting list for your Membership Category.