Scenarios:

  1. You are a Holiday Programme or Before and After School Activity provider

  2. You are planning your next term activities

  3. You are considering copying your prior term activities to a new term

  4. You are planning to add new Sessions in Settings area

This document assumes:

  • You are a proficient Enrolmy user

This Help Guide explains the considerations behind changes in sessions when providers are creating new activities for their next term.

How Changes in Session Pricing in Settings Affect Sessions in Activities

Sessions in the Session Pricing section under the + / Settings serve as templates to be used for all your activities:

Please note the fields below that you will not be able to change within activity settings. These will flow from the templates created within + / Settings to the activity:

  • Activity type

  • Session name

  • Category

  • This is a Recurring or Regular Session Only

  • Full week only - customers must book every available session during the week

  • Session Icon

  • Session Coordination settings

  • Xero tracking option

  • Status

Please note the fields below that you will be able to change within activity settings:

  • Attendee limits

  • Time settings

  • Session Price

These fields will flow from the template to the activity settings, the changes you make will not affect the template.

Other considerations

Please note that if you make any changes to the Sessions in the Session Pricing under settings, they will not flow to Sessions in the activity after the session has already been selected and the activity settings saved.

If you needed to make changes to the sessions in the Session Settings, they will not reflect in the activity. Please use these steps if changes in the activity are needed:

  1. Edit the activity settings

  2. Make sure that there are no existing bookings in the session

  3. Please unselect the session

  4. Save the activity settings

  5. Edit the activity again

  6. Select the session

Xero Branch & Department Codes in Enrolmy

Please remember to assign Xero Tracking to any new Sessions you add in the Session Pricing area.

Great! You now understand how Session Settings work when you prepare for your next term!

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