Scenarios

  1. Next terms activities are set up already
  2. 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

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4. Book attendees to all sessions and Email out a confirmation booking email.

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5. Click the Money tab to Manually Send out draft invoices for the upcoming term.

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Awesome! Now you know how to re-book attendees into next terms activities in just a few clicks!

 

 

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