How To Create A Copy Of A Current Activity

 Scenarios

  1. You want to create new activities quickly and use the same settings that are already setup within your current activities settings. 
This document assumes you know the following.
  • The best practice set up for your activity type

How To Create A Copy of Your Current Activity

Creating a copy of your current activity is the fastest way to set up next terms activities. This action will pull across all of the information you have set up within an activity, to a new one! 

 

  1. Within the Activities Tab, search for the activity you wish to copy for next term

  2. Select the Action Cog for that activity and select 'Create A Copy'

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Update the new activity settings if need be. Key areas to adjust are...

  1. Activity Name
  2. Session times and costs
  3. Dates
  4. Discounts

4. Save the copied activity with its updated information

 

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Awesome! See how to promote your new activities here! Or see how to rebook all your current customers into your new activity.

 

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