Prior to invoicing - adding removing members; adding removing bookings.
Post invoicing - adding removing members, adding editing removing bookings.
Removing Group Members (After Account/Enrolment Creation; Prior to Invoicing)
To remove a student from a Group, click on the “Cancel Students Enrolments” button at the top of the Group Members list:
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Select which student to cancel by ticking the box on the left hand side, then Update Group Members to return to the Enrolment (there will be an “Are you sure?” dialogue box):
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Then Update Students at the top of the Enrolment:
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Then the system will go ahead and run the batch to update the students. This batch runs in the background and you will be emailed when it is complete.
The Group Size on the Group Enrolment and the Group Account are updated automatically as part of this process.Consider two factors when making changes:
Whether the individual Student Accounts and Enrolments have been created
Whether the group has been invoiced or not
These factors influence the steps to take, outlined below.
Note it is much simpler to make changes to the Group prior to creation of Student Accounts/Enrolments and prior to invoicing.
Therefore, generally wait until the group requirements have been confirmed before creating the Student Accounts/Enrolments and invoicing.
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