If you need to move a person between classes you can easily perform this action using the 'Move attendees to new class' timetable tool
Steps:
- Navigate to Home > Timetable
- Click on the class or event you want to view the attendees for
- You can use the filter tool
to easily find the class you wish to move an attendee from. The search option can also be used to search specific class/event names and locations
- You can use the filter tool
- Once you have selected the class and can see the attendees, select the 'Manage' tab
- Select the attendee(s) you wish to move to a different class and click on the 'Move attendees to new class button
- Click on the class from the timetable view that you wish to move the attendee(s) to and click 'Next'
- The following section allows you to confirm the new start dates and billing options. Use the 'Modify' menus to make any changes to the default options
- Click 'Next'
- In the final section you can choose how to deal with any outstanding invoices and choose confirm the amount and date of the new order.
- To make changes to the initial invoice amount and date that the invoice gets generated, select the attendees, and use the 'Edit final cost' and 'Edit the date the invoices is generated' buttons.
- To make changes to the initial invoice amount and date that the invoice gets generated, select the attendees, and use the 'Edit final cost' and 'Edit the date the invoices is generated' buttons.
Tip: To 'lock in' an invoice price for all future renewals, make sure you tick the 'Lock price for renewals' box beside the required attendees, after you have edited their final invoice cost.
