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API Automations Update 6/14/23

STEP 1: Quick overview

For a more detailed overview, watch this video in the previous update.

STEP 2: Breakdown of Issue

STEP 3: Solutions

Solution Option 1: Waiver Tag Approach

TLDR: If you are willing to remove the multiple participants field from the child waiver (meaning a parent will have to fill out a waiver for each child), then this is a viable option for you.

Solution Option 2: Manual Tagging Approach

TLDR: If option one is not a viable option, you can manually add tags to the contact record before setting up their trial. You must first create the tags as explained in the video.

STEP 4: Include Master Cycle

STEP 5: Update Current Students

**IMPORTANT – DO NOT SKIP THIS STEP!!**

Updated on June 15, 2023

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