Quick Step Guide to Modifying a Booking

Scenarios
  1. You are running an After School Care Programme
  2. You are Invoicing in arrears. 
  3. The child is already in the activity.
  4. You need to adjust a booking for a child.
This document assumes the following.
  • You know the booking sessions you offer.

  • You understand the difference between recurring and casual bookings in Enrolmy.
  • You know what the customer has requested.

  • You know how to add someone new to the activity if they are not already in it.

 Here is the flow to follow to keep you on track:

 1. Locate the student in the bookings and click the cog next to their name to edit booking

  B_BP_QuickStepGuidetoModifyingABooking_1.gif

 

For Recurring or Regular Bookings

Please Note: Deselecting an option will remove the attendee from all sessions of that type for the entire period that the activity will run for. If you just need to remove the attendee from sessions in a specific date/week, then go to the Casual Bookings steps section below this one.

  1. Ensure you are on the Recurring or Regular Booking section

  2. Select the sessions that you wish to remove the attendee from or the ones you need to add them to.

  3. Review the changes you have just made below.

  4. Go to Step 2 below.

 B_BP_QuickStepGuidetoModifyingABooking_2.gif

 

For Casual Bookings

  1. Ensure you select the Casual Booking/Full View section.

  2. Choose how many weeks to show, either on the left by selecting 'Showing the number of weeks' button on the left-hand side, or by clicking 'show next 2 weeks' on the right-hand side. 

  3. Click on the session(s) that you need to remove the attendee from, or click the ones you wish to add them to.

  4. Review the changes you have just made below.

  5. Go to Step 2 below.

 

B_BP_QuickStepGuidetoModifyingABooking_3.gif

 

Step 2

Please Note: If you are using WINZ subsidies for the activity, ensure you check the settings at the bottom of the page.

1. Once you are satisfied with the settings, click 'Save Changes' on the bottom right of the page.

2. If you wish to send a booking confirmation to the primary contact of the attendee you are making changes for, select the tickbox at the bottom of the page.

 

B_BP_QuickStepGuidetoModifyingABooking_4.gif

 

Awesome! You now know how to modify bookings.

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