When a course or program rolls over to a new term, you may want to secure spots for participants who enrolled in the program in the previous term, before capacity can be sold online.
The following process will show you how to roll over enroled participants from a previous course program to the new one.
Pre-requisite Step
Your course must first have sessions created for it before you re-enrol participants.
After duplicating your course / program, run the session builder before continuing.
1. Once your sessions are created, edit your Course / Program by clicking Edit
2. Click on the Roll Over tab (Next to Online Enrolment and Session Template Tabs)
3. Click the Roll Over from Course/ Program drop down field and the course from which you want to copy your enrolments.
You can start typing to search for the course from the previous term.
4. Once you've found the course containing the participants you want to re-enrol (From the previous term) Click the Save button.
5. Refresh your Browser. The icon to refresh looks like a circle with an arrow:
6. Use the Three Dot Menu to open up further options, then select Re-Enrol Members
7. A confirmation modal will appear. Click Confirm then wair for the process to complete
8. To confirm the process has worked, refresh your browser screen again, and go down to the Enrolments section of the new course to see all your previously enrolled participants rolled over to this course.
Congratulations!
You have now re-enrolled participants from the previous program!
📘Please Note:
This function will not capture automated payments from the participants. You will need to manage the payments of these enrolee's manually by adding Transactions to record their payments.