Cancelling Bookings, deleting sessions and checking up on your Waiting Lists is a walk in the park! Let me show you...
Note✨ : To enhance loading times across your organisation's learning space - giving you a greater user experience - we have removed the sorting option on a select few columns.
Go to Dashboard > Content > Bookings. At the top of the page, there are four tiles representing:
Total Bookings The total number of Active Bookings for Events, Live Classes and Webinars. | Waiting List The total no. of Users on Waiting Lists for Events, Live Classes and Webinars. (see the note at the end of this article for more) | Completed The number of completed Events, Live Classes and Webinars. | Cancelled The total number of Bookings cancelled. |
From your list of Events, Live Classes and Webinars, if you click on the three dots next to a piece of content, you can...
Edit
Join
Delete Session
Cancel Bookings
We also have our Bulk Actions! If you select multiple Users, you can
Cancel Bookings
Delete Session
Export a full list of all your Bookings, or whichever appear in your data table after applying your chosen filters.
Deep dive into the Bookings for a specific Event, Live Class or Webinar:
Enrolled Users The number of Users assigned to this Event, Live Class or Webinar. | Active Enrolled Users The number of assignees who have logged in at least once. | Active Groups The total number of Groups the assignees belong to. | Active Job Roles The total number of Job Roles associated with the active assignees. |
Click on the three dots next to an individual to:
Mark as Attended
Cancel bookings
Message
Alternatively, select multiple users to complete the same bulk actions.
Use the Filters and Columns to drill down into the data you want like Status, Groups, etc. and Export your own custom report.
Note✨: The Waitlist has a series of points that Authors and Admins need to remember...
Users can obtain a newly available slot (after the original User has cancelled), in two different ways:
Auto-enrolled Users: Users on the Waitlist will be assigned the slot by random - Admins can't choose who get's it.
Manually assigned Users: Users on the Waitlist will receive a notification about the new time slot opening up (this is then on a first-come-first-serve basis, e.g, quickest User to book).
The Waitlist can be viewed via the Waitlist column slide-out screen (via the Bookings page). There's no designated page for the Waitlist itself.
If a Live Class/Web/Event has multiple dates (set as a Recurring Event - one session that runs consecutively each day, week or month, users can still join the Waitlist, although won't be able to choose for which date.
Users record of being added to the Waitlist, will remain and can't be removed. This is to allow Managers and Admins to keep a historical track of Users who may have booked on with interest, should assignments change.
Take a look at our video tutorial for a visual walk-through:
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