How-to guide
Manage offerings, placement and waitlists
Move a participant into the right class without losing capacity or waiting-list history.
For Owners and operations staff; families responding to offers
Before you start Vertical operations on Pro or Club. A relevant group, venue and instructor where required.
Create an offering#
An offering describes what a participant enrols in, such as a term class or training cohort. Its group supplies the ongoing roster. It is different from a dated session.
- Open Activities and Offerings.
- Create the offering with its type, dates, group, capacity, staff and eligibility conditions.
- Review the participant before deciding placement. Use the waitlist when a place is not available.
- Check the resulting enrolment and group membership rather than assuming a pending application has a place.
Offer a waiting place#
When a place opens, use the waitlist offer action and its expiry. The family should follow the secure offer link while it is valid. A timed offer is not a permanent reservation.
Acceptance may require a separate commerce continuation when payment conditions apply. Check enrolment and payment state before treating the place as confirmed. Expired or declined offers retain history; create a fresh authorised offer if appropriate instead of reusing an old token.
Handle exceptions#
If capacity changed while you were working, refresh before retrying. If a family cannot accept, check expiry, the intended account/participant, eligibility and any payment condition. Do not bypass capacity by adding a duplicate participant or unrelated roster membership.