When you are ready to confirm a place to a parent, find their waitlist application and click on the action button ‘View’ and then click the drop-down option ‘Confirm’. You may do this in two ways. See screenshots below.
- Waitlist Application – Grid View
- Waitlist Summary Page – Individual Application View
This will bring up the confirmation screen for you to review details of the offer and make any changes before sending the confirmation email. Select "Next" when ready.
You will then preview the email, make any changes to the email text at this point before clicking on "Confirm".
If you have attachments in your offer email template, they are not viewable in this preview but they will be sent to the parent. This assumes that you have already set up your standard Confirmation email template and added any relevant attachments. If you haven't customised your you email template, click here to learn how.
Note, if you choose to connect your PayPal account with MyWaitlist and collect enrolment fees, then offers will automatically move to a confirmed state if payment is made into your nominated account. Offers will automatically expire on the expiry date set, when payment is not received.
What is the difference between an Offer Letter and a Confirmation Letter?
Offer letters generally detail the terms and conditions a family will need to comply with in order to secure enrolment with a service. These conditions may be in the form of a:
a) Bond payment
b) Enrolment fee
c) Written acknowledgement / response
d) Signed agreements and forms
When a family has complied with the terms and conditions of an offer letter, services will need to Confirm the enrolment, as detailed above. Confirmations are formal correspondence which notifies a family that a place has been secured and rearticulates the enrolments days and commencement dates that a family is agreeing to.
In some cases, services may like to bypass offers and confirm a position more immediately. This may be necessary if a family has accepted a position on-the-spot e.g. by paying a bond/fee or completing enrolment forms straightaway.