Once you've scheduled a course, circumstances may come up that required you to move 1 or all days of the course, or change the instructor for a course. The following article outlines how to optionally configure reminders to automatically inform any course attendees of the change first, and then outlines how to move a course.
Please note that the process will move 1 day at a time to give you full flexibility. e.g. if you have a 3 day course as in the example below, you will need to select each day individually and move it accordingly.
Configure reminders to notify attendees
Steps
Navigate to Setup > Correspondence > Reminders
Ensure you that have enabled the dot to the left of the reminder (and for what reminder type: SMS/email) you wish to turn on. In the below example the Booking Moved Notification email reminder has been enabled.
Please refer to the Setting up reminders article for further details or if you wish to customise the message text, or how to enable SMS and email reminders.
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Multi-day course reminders
If you have a multi-day course you can specify if you'd like to send reminders just for the first day of the course, or each subsequent day of the course.
Note that if you have a multi-day course and you move day 2 or 3 etc, then the following option needs to be selected for the client to get a course booking moved reminder.
Navigate to Setup > Bookings > Services
Select the Service (multi-day course)
Go to the Options tab
Select the Multi-day Reminders field
Moving the course
Steps
Navigate to the Courses menu
Select the relevant course. If your course is over multiple days you can choose the specific day from here.
Click the Move Course link.
Note you can also select a different day via the Schedule tab.
Navigate to the empty schedule slot you wish to move the course to, this includes navigating to a different staff member’s calendar. Click the plus "+" icon to confirm the move.
Note you must have enough space to move the course, and the slot must be empty to reschedule course, not marked as "Available" (as you would for individual service bookings).
Changing the course instructor
If you want to change the instructor for a course, simply change to the new staff member's calendar first and then select the empty schedule slot you wish to move the course to. Again ensuring that there is enough space to move the course, and the slots must be empty, not marked as "Available".
Click Move Course
Your course will be moved to the new slot
Repeat all the above steps if you wish to move additional days if you have a multi-day course.