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If you want to build anticipation for a new offering—like a subscription, course, or paid experience—you can easily create a waitlist using Plans. A waitlist is helpful if you want to:
  • Build excitement before your launch
  • Pause payments temporarily
  • Close your cart while still collecting interest
  • Let people raise their hand before you open enrollment
You can set this up quickly using the Approval gate.

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Step 1: Create a New Plan

Go to Admin > Plans > Plan List and select the + icon to create a new plan. Choose whether you want the plan to include: Set up the plan based on what you want people on your waitlist to access after they are approved.

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Step 2: Choose Your Gates

Next, decide which gates you want to add to your plan.

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Approval

Start by toggling on Approval. This ensures prospective members must wait for you to approve them before they can join—perfect for managing a waitlist or keeping the “doors” closed until you’re ready to launch.

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Screening Questions

If you want to collect more information from prospective members, toggle on Screening Questions. You can ask up to five questions, which is helpful for things like:
  • Understanding how someone found you
  • Verifying they’ve completed prerequisite training
  • Gathering details you need before granting access
To learn more about Screening Questions and Approvals, check out this article.

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Payments

Next, decide whether you want to charge for access.
  • If you want this to be a paid offering, toggle on Payments. Prospective members will not be charged until you approve them.
  • If you don’t want to charge for this plan, simply keep Payments turned off.

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Step 3: Choose Where the Plan Is Visible

After you create the plan, choose where you want it to be visible. Visibility settings determine where prospective members can find and access your waitlist plan.

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Step 4: Invite People to Your Waitlist

Once your plan is set up, it’s time to let people know about it. Use the invite feature to send individual invitations or upload a CSV of contacts. In your message, we recommend sharing a specific date when the doors will open. We’ve found that two weeks works well—it gives people time to share the news and builds excitement.

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What Prospective Members Experience

While your waitlist is open, prospective members will be directed to your plan page.
  • When they click the plan, they’ll be prompted to create an account
  • They’ll answer screening questions, if enabled
  • They’ll request approval and join your waitlist
Make sure your messaging clearly explains how the waitlist works so that people know they’re successfully on the list once they reach this screen.

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Step 5: Approve Your Waitlisted Members

When you’re ready to open your doors, go to Admin > Plans > Plan List and select the plan you created. You’ll see a list of people who are waiting to be approved. All you need to do is approve them by selecting a three dot menu next to their name. Once approved, they’ll receive an email notification letting them know their access is now live—and that the doors are officially open.

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Requests to Join

You can also manage requests to join by going to Admin > Requests to Join. In this table, you’ll see each person’s first name, last name, email, date requested, plan name, and status. You can also view their answers if screening questions are enabled. From here, you can:
  • Approve or Decline requests (use the three-dot menu to decline).
  • View Answers for anyone who completed screening questions.
  • See who has already Joined your Mighty Network.