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Waitlist Management

Managing the Waitlist feature in Customer Blueprint

Written by Allison Charette

Definitions:

  • FE User → stands for Front End User; refers to those that are using the website & app

  • CTA → stands for Call to Action; in our platform, typically refers to a clickable button

Description: Adds waitlist functionality for ticketed events that reach capacity, including hub-side waitlist management, ticket dispersal, redemption time limits, and resident-facing waitlist status and purchase flow. Provides a structured way to manage sold-out events by capturing additional demand and controlling how tickets are reallocated after cancellations.

Key Users: Hub Admins; Front End (FE) Users (Residents/Non-Residents)

Use Case: An event is full, but as a FE user, I am hoping that someone cancels and a spot will open up for me to be able to attend. By joining the waitlist, I am letting the community know I am interested in attending the event if the opportunity arises.

How to Access:

  • Admin | To Set Up: Log into the Hub → Events → + New Event → Waitlist Tab → Enable Waitlist & establish the # of hours a user has to purchase the waitlist tickets before they expire

  • Admin | To Access for Waitlist Management: 1) Log into the Hub → Events → Waitlist tab 2) Log into the Hub → Events → Find & Access the Event with the Waitlist Enabled → Waitlist is found at the bottom of the Event Detail page → Use Manage options

  • FE User | To Join: Log into the website or app → Event Calendar → Find a sold out event → if waitlist is enabled, there will be a ‘Join Waitlist’ CTA → Join Waitlist → Enter desired ticket amount

  • FE User | To Check Status: Log into the website or app → Avatar in top right corner → My Waitlists

  • FE User | To Make Changes to Waitlist Request: 1) Log into the website or app → Avatar in top right corner → My Waitlists → Actions column 2) Log into the website or app → Event Calendar → Find the event → Join Waitlist → Edit

  • FE User | To Redeem Once Received: 1) Log into the website or app → Avatar in top right corner → My Waitlists → Find event with Active status → Click event link 2) Receive email notifying of ticket availability → Click on link in the email 3) Log into the website or app → Event Calendar → Find the event → Purchase tickets

Associated Notifications:

Receiver of Notification

Trigger

Meaning

FE User

Join Waitlist

User joined waitlist

FE User

Activated from Waitlist

Hub admin sent user tickets

FE User

Waitlist Expired

User didn’t purchase tickets in time

FE User

Waitlist Deactivated

Hub admin sent tickets to user, then deactivated those tickets, resulting in the user not being able to purchase the tickets, but is still on the waitlist

FE User

Leave Waitlist

User is removed from waitlist (action can be completed by the user or by hub admin)

FE User

Waitlist Count Updated

FE User or Hub Admin update the number of tickets the user is requesting (increase or decrease)

Important Notes:

  • The order in which you see users appear on the waitlist is the order in which they joined.

  • The waitlist is managed manually. Communities can distribute tickets off the waitlist based how they wish (in order of joining, by number of tickets requested vs available, etc).

  • Users cannot see their ‘position’ on the waitlist. They will only ever see ‘Waiting’ vs ‘Active’

  • FE users are not charged when they join the waitlist. They are only charged if they are sent tickets from the waitlist and choose to purchase them.

Visual Reference:

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