See the Future

We don’t have a crystal ball, but we can give you a glimpse into the future to see what your lists may look like on a later date.

Note: This feature only works for age based lists. See list types here: Setting up Lists

How to turn on

When viewing your list, click on the See the Future button near the top right of the page. This will pop up a calendar where you can choose a date in the future.

After selecting your date, the list will automatically move people around as if it were that date. Using the list above as a starting point, you can see below what happens when I choose a date 7 months in the future.

  • Mary has moved off the list because she is now 24 months old and too old for the 1 Year Old list.
  • Ben stays on this list, but you can see that is age has changed to 21 months.

Viewing other lists

See the future will stay on until you turn it off. If you click to view another list, your future date setting will persist. You’ll now be seeing that list as if it were the future as well.

How to turn off

To turn off See the Future click on the See the Future button which now has an eye icon and date. Then click Clear at the bottom of the calendar. This will turn off the feature for all lists.

Multiple lists for the same age range

If using Age or Birthdate based lists, age ranges must be unique across lists. This is required because for automatic placement to work, we need to identify a single list for someone in that age range. Fortunately there are a few options if you find this does not meet your needs.

Options

  1. Use a single list for an age range (Recommended) – When a spot opens up in any of those classes, pull from the single waitlist.
  2. Use Manual lists instead – If you have a significant need to see your lists split up by class, you can change them to “Manual” placement and just place and update the lists manually as they age.
  3. Use a single list, with additional form fields – The single list will make sure they are automatically placed in and moved to the correct list as they age, but it will allow you to quickly find people who meet the criteria of the specific classes you have. More information on this option is below.

How to use a single list, with additional form fields

If you have multiple classes for a single age group and you want to quickly find children within a single list that meet the criteria of a specific classroom you can add form fields to your form, and filter your lists using those fields.

Step 1 – Create new form fields

  1. Go to Settings > Site Settings > Form Fields
  2. Click on the Add Field button.
  3. Fill out the options and click Save
  4. Here is an example of a form field for Gender. Which may be one way you would split an age range into multiple classes. This concept applies to what ever you would use to split the classes.

Step 2 – Collect information

Once your new form field is created, it will appear on the Add Person form.

Step 3 – Filter your list

  1. View your list by clicking on the list name in the top header.
  2. Click the Filter button near the top of the page
  3. Select the field and value that you want to filter by, and click the Search button

After filtering

Send an email to people on your list

If you need to update people on one or more of your lists you can get a comma separated list of emails and use your own email client to send them.

Go to the Email Addresses Page

Here are the two ways to get your list of emails.

From the Home Page

On the home page click Export > Get Email Addresses

From a List

While viewing your list, Click on the Email button

Getting Emails

Once on the Email Addresses page, you can select which lists you want to include and what you want to separate them by. “Comma” is supported by most email clients.

Then click Get Emails. The result will be a long string of text which you can copy and then paste into the To line in your email client.

Setting up Lists – Lists with Placement for Age and Birthdate?

Question

Three of my classrooms need to be based on age. The others need to be based on birthday with a September 1st cut off date like the public schools. Why won’t WaitlistPlus let me do this? How should I setup my lists for this situation

Answer

The reason why we don’t allow this is because you have people who could be on more than one list, or fall between the lists. For example.

Assumptions

  • Your lists
    • Toddler – Age 0-24 Months
    • PreK – Birthday 1/1/2018 – 1/1/2020
  • Today is 6/1/2020

The problem with this setup is that if today is 6/1/2020 and a person has a birthdate of 12/1/2019 (7 months old), they would fall under both lists. Since we automatically assign and move people for age/birthdate lists, we wouldn’t know which one to put them on.

If you consider the future and move today up to 6/1/2022, and have a person with a birthdate of 3/1/2020, they will not fall on any list. They will be 27 months old, and have a birthdate that falls outside the PreK range.

Possible Solution

  • Change the List Placement of your Birthdate lists to Manual. For reference, you can add the date range into the List name.
  • Create an extra age-based list with an age range that roughly fits the birthdays you had in your birthdate lists. This will be used as a “holding area” to put kids who need to be assigned to one of your Manual lists.

When you add a new person, you can choose one of the manual lists based on their birthdate. For the customer signup forms, just provide the “Link for auto placement lists (Age or Birthdate)”. When a customer signs up with an age within that rough birthdate range, they’ll be placed into the “holding area” list. You can review that list from time to time and move people from it to the appropriate manual list based on their birthdate.

Your lists may look something like this:

Subscription Pricing

Levels

We offer two subscription levels, a Basic and Premium level. For the feature breakdown of these levels, review our pricing page

Pricing tiers

The Basic level allows for up to 100 people actively on your list at one time. The Premium level pricing adjusts based on the amount of people on your list. Below is a breakdown of all of the Premium pricing tiers available.

Number of PeopleMonthly PriceYearly Price
500$15$150
1000$25$250
1500$35$350
2000$45$450
3000$60$600
4000$75$750
5000$85$850
5001+Contact Us Contact Us
All Prices in USD

Changing pricing tier

On a periodic basis, we will review usage and update your pricing tier based on your usage for the next subscription period. Your usage will be calculated by looking at all of your lists and totaling the number of people on them.

  • This total does not include family members who are not directly on a list.
  • This total does not people who have been removed from one of your lists

Supporting Multiple Locations

Many customers have multiple locations, and would like to setup WaitlistPlus to manage their lists at each location. There are two different ways of doing this. You can choose which way meets your needs.

Two separate accounts

When to use this method

  • If you want to separate the administration (access by your staff) of the lists between locations
  • If you want a cleaner separation between locations for customers

Setup

Go to Settings > Your Account > Sites. Click on “Create New Site” Follow the steps to complete site creation. Your existing user account will have access to this site as well, but you’ll have to grant other users access to the new site.

If you do not want the same user account to have access to both sites, go to the registration page and create a new user account and site for each location.

One account with a “Location” field

When to use this method

  • If your customers are likely to sign up for multiple locations
  • If you have a smaller number of customers on your list, and you want to save some money on subscription fees

Setup

Go to Settings > Site Settings > Form Fields. Click the “Add Field” button. For Type select “Dropdown – Select Multiple Options” and enter the list of locations that you have.

Once your new field is setup, It will appear on the form like this.

When reviewing your lists, you can filter on this new field to see only the people who are interested in a specific location.