Waiting List

If a customer requests a time or day and a spot is not currently available, you can add them to a waiting list in Udio.

Adding a customer

•       In 'sessions', where it usually says 'Add Student', click ‘Add Student to waiting list’. You’ll only see this button if the session is full.
•       Click ‘Find Person’, select the person to go on the Waiting List and 'Select Purchase'
•       If the customer is new, click on ‘create new purchase’ and confirm
•       If the customer is existing, select the existing purchase type and 'confirm'
•       The request has now been added to the waiting list
•       This ‘Invite’ button will be greyed out until one becomes available

Inviting a customer

•       On the 'Waiting List' section, tick ‘with available spots’ and click 'Filter'
•       Under Actions, click ‘Invite to [series code]'
•       Select the 'package', check all details are correct and click ‘Invite’.
•       The Sessions screen will show that an invite has been sent and the spot is no longer available.
•       The customer will receive an email with the invitation and details of the spot requested
•       The customer needs to click on the link to accept or decline the invitation. This invitation is valid for 24 hours only.
•       If the customer clicks on 'Wait for another spot', the spot is declined and will be made available to someone else.
•       If the customer clicks 'Accept and Book', will be directed to a confirmation page and will receive a booking confirmation email with the new booking information
•       The booking will be moved automatically.