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Waitlist management for fully-booked periods

Purpose

1.1. Automate waitlist management when all houseboat rental slots are booked to maximize lead capture and booking conversion.
1.2. Enables potential customers to register interest, and automatically notifies them if slots become available or if cancellations occur.
1.3. Enhances customer satisfaction by automating timely communication and managing booking prioritization during peak periods.
1.4. Automates record-keeping of waitlisted entries and provides real-time analytics for informed business decisions.

Trigger Conditions

2.1. Automated trigger occurs when the last available rental slot is booked, marking the period as fully booked in the rent calendar.
2.2. Trigger automates when cancellation or new slot availability is detected in the booking system.
2.3. Manual trigger available for admin to initiate waitlist in rare operational scenarios.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS notification to waitlisted leads when availability opens. Configure via Messaging API with webhook for booking status changes.
3.2. SendGrid
• Feature/Setting: Automates personalized transactional emails for waitlist confirmation/availability. Use email API endpoint.
3.3. HubSpot
• Feature/Setting: Automate lead capture via forms and segment waitlist leads with workflows. Use Forms API + Workflows.
3.4. Salesforce
• Feature/Setting: Automates waitlist tracking with custom objects and process automation. Configure Process Builder to notify leads.
3.5. Mailchimp
• Feature/Setting: Automate entry into a waitlist campaign with segmentation and autoresponders. Use Automation triggers in audience settings.
3.6. Google Sheets
• Feature/Setting: Automatically log waitlist entries for reporting using Google Sheets API.
3.7. Slack
• Feature/Setting: Automatically notify internal channels about waitlist or booking changes using Slack Bot API.
3.8. Calendly
• Feature/Setting: Automate slot status updates and push waitlist forms when fully booked via Calendly Webhooks & APIs.
3.9. Zoho CRM
• Feature/Setting: Automate lead registration into Zoho’s CRM system via Webforms and Blueprint workflow.
3.10. Zapier
• Feature/Setting: Automate workflows linking bookings, cancellations, and notifications using Zaps and Webhooks.
3.11. Stripe
• Feature/Setting: Automates billing hold placement until waitlist confirmation with Payment Intents API.
3.12. Typeform
• Feature/Setting: Automate waitlist collection with embeddable forms and connect using Typeform API.
3.13. Pipedrive
• Feature/Setting: Automate deal creation for waitlist contacts using Deals API and automations.
3.14. Intercom
• Feature/Setting: Automated onboarding and follow-up messages for waitlisted users via Conversations API.
3.15. ActiveCampaign
• Feature/Setting: Automate multi-channel nurture automations for waitlist leads via Automation Builder.
3.16. ClickSend
• Feature/Setting: Automate global SMS/email updates to waitlist using ClickSend’s APIs.
3.17. Trello
• Feature/Setting: Automated kanban card creation per waitlist entry using Trello’s API.
3.18. Eventbrite
• Feature/Setting: Automate waitlist registration for sold-out dates via Event capacity and Webhooks API.
3.19. AirTable
• Feature/Setting: Automate storage and update of waitlist entries in base using AirTable API.
3.20. Shopify
• Feature/Setting: Automate waitlist data sync for houseboat add-on bookings via Custom Apps API.
3.21. Microsoft Teams
• Feature/Setting: Automate internal alerts about waitlist and booking status using Teams Webhook connector.

Benefits

4.1. Automates manual tracking, reducing administrative workload and minimizing errors.
4.2. Ensures instantaneous customer engagement, automating lead conversion and status notifications.
4.3. Provides automated analytics to optimize capacity and staffing decisions.
4.4. Automates multi-channel communication, improving response rates and overall customer experience.
4.5. Expands automatable lead capture across diverse platforms, centralizing waitlist management.
4.6. Increases bookings by automating timely offers to waitlisted prospects when slots reopen.

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