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Enroll a member in a class series

Book members into every class of a repeating class at once, such as a term or a course, and take them out the same way.

For a course or a term, such as kids' gymnastics every Tuesday and Thursday, book the members into every class of the series in one step instead of class by class.

Before you start​

  • You need the Bookings permission. The Owner, Managers and Front desk have it, and a Coach for the classes they coach.
  • The series must already be scheduled.

Steps​

  1. Open any upcoming class of the series in Classes.
  2. Click Actions, then Enroll in series.
  3. Under Which classes, check the class type, start time and coach, which come from this class. Set a Through date (optional) to stop at the end of the term; without one, every upcoming class of the series is included.
  4. Under Who to enroll, pick the Member and the Membership they'll use. Click Add member to enroll more people at once.
  5. Check the preview, such as "7 enrollments will be created". Click it to see any classes that will be skipped, and why.
  6. Click Enroll.

The Enroll in series panel, with Which classes (3), Who to enroll (4), the preview (5) and Enroll (6) marked

Remove a member from a series​

  1. Open a class of the series, click Actions, then Remove from series.
  2. Check Which classes, and pick the Members to remove.
  3. Check the preview, such as "16 bookings will be removed", and click Remove.

What happens next​

  • Each member gets one email listing all the classes: Class series enrollment - Member when enrolled, Class series removal - Member when removed. They aren't sent one email per class.
  • Classes that can't be booked are skipped and listed, not the whole enrollment: a full class, one the member is already in, one their plan doesn't cover, or when their visits run out.
  • When removing, every booking is canceled and its visit returned, even after the late-cancel time. Bookings the member has already checked in to are kept.

Good to know​

  • Enrolling books classes even before members could book them themselves, such as a class eight weeks away.
  • Classes that have started or ended are never touched.
  • Turn either email off in Email templates.
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