Edit waitlist preferences

Edit a waitlist entry when the student’s availability changes. The changes affect which classes Offer Space and Smart Match suggest for the student.

What you need before starting

You can edit waitlist preferences. Staff need access to edit all waitlist preferences. An account holder can edit the entries of their own students.

You can open Edit Waitlist Preferences in two ways:

On a register’s waitlist, select Edit Preferences on the student’s row. See View a register’s waitlist.
On the student’s profile, open the Waiting Lists tab, then select Edit Preferences on the entry.

Earliest Start Date: the first day the student can start. Use it for a student who needs more time before a trial. You cannot pick a date in the past. If staff offer a trial before this date, Offer Space asks them to confirm first.
Preferred Days: tick the days the student can attend. For each ticked day, set the From and To times.
Preferred Instructors: choose one or more instructors the student prefers. This field shows only to staff. It is a note for staff: it does not change which classes Offer Space or Smart Match suggest.
Select Update.

Result: the waitlist entry is saved with the new preferences.

Result: the student is removed from the register’s waitlist, and no longer shows in Offer Space or Smart Match for that register.

Preferred days and times decide which classes Smart Match matches the student with. See Smart Matches overview.
The earliest start date makes Offer Space warn you when an offer starts too early. Smart Match puts students without one first.