Manage the waitlist and cancellations

As spots open and plans change, you move people between the roster and the waitlist, and cancel sign-ups that fall through. Each row's menu holds the actions for where that person stands.

Promote from the waitlist

Open the Waitlist segment on the People tab — each person shows their spot in the queue. On a row, open the menu and choose Promote to roster to move them into Confirmed. You'll see {name} promoted to registered.

Move a confirmed member to the waitlist

From a confirmed row, choose Move to waitlist to step someone back into the queue — useful when a spot needs to open for someone else.

Cancel a sign-up

Choose Cancel signup on a confirmed or pending row, or Remove from waitlist on a waitlisted one. You can add an optional reason for the staff record, then confirm Cancel signup? or Remove from waitlist?.

About the Pending list

The Pending segment holds sign-ups waiting on a staff yes — usually portal sign-ups on trips that require approval. From a pending row you can edit notes or cancel the sign-up while staff review it.