Steps:
- Navigate to the Timetable and click into the relevant session
- Click into the ‘Manage tab’
- Select the attendee(s) you wish to move then click on the 'Move attendees to new class’ button
- Clicking the button with no selection will move all the attendees
- The ‘Move class’ step-by-step page will now appear. From here, you can select the new class, choose start dates and amend any required billing. There are five sections:
1. Current Class
Confirm the existing session you are moving attendees from. Use the drop-down menu to find the class.
2. Destination class
Choose the class you are adding the person to. You can type to search or use the dropdown menu. Follow the steps to choose your schedule, day and time, and the price. You can adjust any pricing in step 4, Payment settings.
Important: When choosing to add people to specific sessions, these attendees will not renew automatically into future months.
3. Confirm attendees
Choose the attendees you wish to add. You can also add people directly to a waiting list by ticking the checkbox in the Waiting list column.
This step will also inform you of any restrictions. For more information on these, see our full guide here.
4. Payment settings
This step summarises any invoice to be raised for the class the contacts are being moved to.
By default, contacts will be charged a pro rata’d amount for the remainder of the billing period (usually the month or term) as set in the product’s settings. Pro rata pricing is based on each attendee's remaining days or sessions.
If you do not wish to charge the contacts, turn off the ‘Apply price to current period’ toggle. If you’re moving contacts between two rolling monthly classes, you’ll most likely want to do this to avoid double-charging members.
If moving contacts to a cheaper class, the price for the original class will automatically be applied as account credit.
For full details, or to make any other billing adjustments, click ‘Modify attendee billing’. From here, select any contacts to edit their new class price going forward (if applicable), and how much they’ll be invoiced, and when.
5. Confirm
The final step provides a summary of the move you’re processing, and the invoice planned.
Important: Double-check the ‘Amount’ and ‘Invoice date’ columns – this is what they will be charged and when.
If you wish to immediately notify contacts that they have been added to a different class, leave the ‘Send notifications’ toggle switched on. Otherwise, switch it off. This email template used for this notification by default is called ‘Added to product’ and can be found and edited in Communication > Email templates.