Allocate client to the attendance roll for Expression of Interest Activities : Social Planet

Allocate client to the attendance roll for Expression of Interest Activities Print

Created by: Michael Hillier

Modified on: Thu, 20 Jan, 2022 at 4:49 PM

If you're having difficulties allocating existing clients to the attendance roll its possibly due to the Expression of Interest booking type.

When a client is booked under Expression of Interest, a ticket package hasn't been added

1. Go to the Activity Summary, Request tab

2. Go to Actions on the Client Tile and select Update Status select Action Required

3. In Actions select Change details in the Booking Type change from Expression of Interest to Booking then select a Ticket package

4. In Actions select Allocate Sessions

Michael is the author of this solution article.

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Allocate client to the attendance roll for Expression of Interest Activities Print

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