If you charge a fee for your waitlist for your service, you can do this in two ways:
Option 1) Set-up an automatic email to send bank payment instructions
Option 2) Connect your MyWaitlist to PayPal
Please note, if you wish to charge a waitlist fee for your service, you must direct families to use the long waitlist registration form. They can not use the Quick Enquiry Form. See more information here: Setting Up Your Waitlist Form
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Option 1) Bank Payment Instructions
Families will be redirected to a webpage with instructions to make a waitlist fee payment once they complete the full waitlist registration form (if you use the Quick Enquiry Form, you can not charge a waitlist fee). You will need to set-up a fee amount and a nominated bank account in your MyWaitlist Settings. These details will be included in the email sent to families.
- Click on ‘Settings’ in the header menu
- Select ‘Waitlist Fee’ in the LH menu
- Check the box ‘charge waitlist for all centres’
- Enter the fee amount
- Click ‘Apply’ button
Option 2) PayPal Instructions
You will need to first set up a PayPal premium or business account. To sign up with PayPal click here. Once you have created your PayPal account you can connect it to your MyWaitlist account by following the instructions below.
- Click on ‘Settings’ in the header menu
- Select ‘Paypal Settings’ in the LH menu
2. Click on "Connect with PayPal"
3. You will be directed to PayPal and prompted to enter your PayPal email address and password.
4. You will be prompted to grant permission to MyWaitlist. Click on "Grant Permission". You will then be directed back to Mywaitlist.
5. Specify whether you want to use PayPal for Bond/Advance fees and or Waitlist fees by checking on the relevant boxes.
6. If you specified to accept waitlist fees via PayPal, make sure you go to the Waitlist Fee page and specify an amount and check the box
7. Please note the waitlist will be assigned to the "Pending" state on your dashboard until the fee is paid. If you are collecting fees automatically via PayPal then the waitlist will be assigned to the "waitlisted" state immediately and automatically after the payment is processed.
If the Paypal payment is not made then the lead remains in the "Pending state". Equally, if the fee is being collected manually then the lead also remains in the pending state, until Admin add's the lead manually to the waitlist once payment into the bank account has been verified. This is done by clicking on the "Add to Waitlist" button at the top right of the carer summary page. See below.
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