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Term Scheduling and Re-Enrolment
Updated over a week ago

Term Scheduling

If you have many projects taking place within the same dates, you can now create an overarching Term Schedule which can be added to particular projects. Once your Term Schedules are set up, your dates will remain the same, avoiding the risk of adding an incorrect date.

To set up your Term Schedules head to Settings > Term Scheduling or through the button on the project creation page. By clicking on “Create New Schedule” you can give your schedule a name and add the terms. If there are breaks between terms you can add the dates in which your break occurs. You can add as many terms as necessary.

Once you have saved the Term Schedule, you can add it to a project. When editing an existing booking, you will be able to change the dates in the “Details” section, if you are creating a new project Term Schedules can be selected in the “Overview” section. Here you can switch from “Custom Dates” to “Term Schedules”. Select your start dates and the Term Schedule relevant to your booking and press save. From here you can start creating sessions.

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Re-Enrolment

If you are likely to have the same participants on the register between terms in a group, you can use the re-enroll button. This will allow you to cut down on time spent re-registering your participants into the next consecutive term. Navigate to the registers area of the group to see participants booked onto each term. When you click on the Re-Enroll button, untick any participants that will not be booking sessions in the next term and then click confirm.

Note: Groups act in a very similar way to blocks. Groups do not rely on inputted dates but use the terms that you have pre-set in the schedule.

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