Waiting Lists | Bloom

Waiting Lists

There are two ways to put a membership on the waiting list. You can choose an individual membership to be added to the waiting list, or you can put an entire membership level into waitlisted status. Doing this will put all new memberships on the level's waiting list. 

Put an individual membership on a waiting list

  1. Log into Bloom and click on the Memberships tab.
  2. Find the member you'd like to put on the waiting list and click in their name.
  3. Under their membership details, you'll see a checkbox for Waiting List as part of their status. Check the box if you'd like the member to be on the waiting list for that level.
  4. Save your updates.
  5. Once on the waiting list, members will not appear in the member listing when creating a batch. They will also appear a new 'Waitlisted' sub-tab on the memberships listing. You can access the waitlisted members by clicking the link on the Wine Club view as well.
  6. To remove a membership from the waiting list, just uncheck the box and save your updates.

Waitlist an entire membership level

  1. Log into Bloom, which should put you on the Wine Clubs tab
  2. Edit the level by clicking the pencil icon next to the level ID.
  3. Scroll down to the Waiting List section and check the 'Turn On Wait List' box.
  4. Update the intro text below the check box if needed. This is the text new members will see on the first page of the Join process.
  5. Additionally, you may want to update the Purchase Confirmation text just below the Waiting List options. This is the text members will see after they sign up for the waitlist.
  6. Save your updates.
  7. Once the level has been put into waitlisted status, all new members who join will automatically be put on the waiting list. This is why you want to update the intro and purchase confirmation text, so these members know they are being waitlisted. Previous members will not be put on the waiting list, only new members will. If you need to move previous members follow the instructions above for individual memberships.

Automatic Emails

  1. Automatic emails will be sent to members letting them know they have been added or removed from the waitlist.

Maximum Members

You can also put a membership level into waitlisted mode by setting the maximum members. Once the maximum number has been met, the level will automatically be switched over to waiting list mode. If you remove members to below the maximum number the level will automatically be switched off waiting list mode. 

  1. Log into Bloom, which should put you on the Wine Clubs tab
  2. Edit the level by clicking the pencil icon next to the level ID.
  3. Scroll down to the Maximum Members section and enter the maximum number of members you can have for the level.
  4. Save your updates.