Take a tour of this feature:
You can now make a number of edits to a class attendee directly from the schedule view within the Manager, Coach or Pro Shop user roles. This improvement reduces the steps for a user performing a number of actions relating to each class attendee.
By navigating to the Class session on the schedule, you can click on the session to reveal the class detail pop up. Clicking the 'View Attendees' button will reveal a drop-down of students currently added to this class session:
On the right-hand side, the new Action Menu Icon will reveal a number of options depending on the payment status of an attendee.
- When an attendee is marked as un-paid you will only have the the option to Move, Delete or Change Payment Type.
- When a attendee is marked as paid, you will see the option to Move, Delete, Reschedule, Change Payment Type and Change Payment Date.
So what do these options mean, and how should they be used? Let's explore each option in more detail.
- Move - This option allows you to move a student from the class session (and any other sessions added to the class) to an alternative class that is added to the same programme type and class price. After selecting the move option, a drop-down list will present the available classes that the student can be moved to.
- Delete - This option will remove the student from the class session and any other sessions included in the class setup. All revenue will be removed from the relevant reports and insights and the student history.
- Reschedule - This option, will only appear against students marked as paid. This will remove the student from the class session and any other sessions included in the class setup. The student will receive credit minutes added to their account specific to the number of class sessions and their duration. These can then be used against a future class booking of the same programme type, duration and price.
- Change Payment Type - This allows you to amend and define the exact payment type when the 'Pay at Academy' option has been used at checkout. The options will vary depending on the specific settings within your system but may include an option to apply Package Credits, Pay by Debit or Credit Card or use the Pay by Link feature.
- Change Payment Date - Vital for accurate record keeping. When updating the paid status of an attendee, the date on which this is updated by the user will be used as the payment date. If the paid status is updated on a different date to when the actual payment was made by the attendee, then the payment date should be adjusted.