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About This Automation
Class booking and waitlist management requires staff to manually check capacity, log bookings, send confirmations, and promote waitlisted members across spreadsheets and email. This fragmented process creates delays, missed opportunities to fill cancellations, and member frustration.
Automation captures all booking requests, checks real-time capacity, confirms or waitlists members instantly, and automatically promotes the next person when a spot opens. Members get immediate confirmation and reminders, while staff focus on instruction and member experience.
Key features:
Capture booking requests from email, phone, and web forms in one place
Check class capacity in real time and confirm or waitlist members instantly
Send automated confirmation and reminder emails to members
Promote waitlisted members automatically when spots open
Handle waitlist rejections and move to the next person without manual intervention
Track attendance and update class rosters after each session
Hidden Overhead™Staff context switching between email, phone, and spreadsheets creates.
7.3/ 10
How The Automation Works
The full workflow, from trigger to completion.
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1. Booking Form Submittedtrigger
Member submits a booking via a web form or member portal. The automation is triggered immediately with member name, email, class date, and time.
2. Check Real-Time Capacity
The automation queries the class schedule to check available spots. If spots are open, the booking is confirmed. If full, the member is added to the waitlist.
3. Update Class Schedule
The automation updates the shared class schedule to reflect the new booking or waitlist entry in real time.
4. Send Confirmation Email
The automation sends a personalized confirmation email to the member with class details, location, and instructor name.
5. Monitor Cancellations
When a member cancels via the portal or email, the automation removes them from the roster and checks the waitlist.
6. Auto-Promote Waitlisted Member
If a spot opens, the automation automatically promotes the first waitlisted member and sends them a confirmation email.
7. Send Class Reminder
24 hours before class, the automation sends a reminder email to all confirmed members with class details and a cancellation link.
8. Log Attendance
After class, the automation logs attendance data for the instructor to confirm, updating the final roster.
Everything you need to know before mapping this process.
The system instantly checks if spots are available, confirms the booking or adds the member to the waitlist, and sends an automated confirmation email with class details. No manual staff intervention is needed.