Scenarios
- Next terms activities are set up already
- You want to rebook current customers into next terms activities
This document assumes you know the following.
- How to create copies of current activities
How to Roll Over Current Bookings Into Next Term's Activities
Rebook all your customers into next terms activities simply on Enrolmy.
Step-by-step method
1. Click into your current activity and select all customers in the booked in list
3. Click +more and select Add to another activity to bulk add everyone into the new term activity
4. Book attendees to all sessions and Email out a confirmation booking email.
5. Click the Money tab to Manually Send out draft invoices for the upcoming term.
Awesome! Now you know how to re-book attendees into next terms activities in just a few clicks!
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