Roll multiple participants from one term to the next : Social Planet

Roll multiple participants from one term to the next Print

Created by: Michael Hillier

Modified on: Tue, 5 Apr, 2022 at 4:13 PM

Its common for participants that attend a regular class like Yoga will want to attend every term. Instead of booking each person on an individual basis why not roll all the participants over at once into the new Term.

1. Go to Main Menu select Activities then select Current

2. Then enter the Activity Name in the Search field and select Edit

3. Go to the Requests tab and select each individual client using the radio box

4. Scroll down to the Current Selection panel and select Rollover to new activity

5. The Rollover Request Multi screen will display select the specific approval status then enter the activity name in the Rollover request into activity and select Rollover

6. Go to the Request tab in the Activity Summary for the Activity you've rolled the participants over too, The Booking Request rollover now has been applied

7. The Client has been added to all the sessions for this activity and has a status of Approved and Action Required, which is a prompt for you to chase up activity payment

Michael is the author of this solution article.

Did you find it helpful? Yes No

Roll multiple participants from one term to the next Print

Related Articles