How to replace an activity

The replacement feature allows you to quickly swap a client from one activity into another. 

 

PLEASE NOTE:

  • If promotions are tied to the activity to be replaced, they will cancel automatically.
  • If promotions are applicable on the new activity they will not apply automatically.
  • Replacing an activity will not void the sale of any merchandise and/or memberships required to purchase the original activity.
  • If merchandise and/or memberships are required to purchase the new activity, they will not be offered.

FIND THE ACTIVITY TO REPLACE

Search for the customer:

CLENTS TAB:

  • CLIENTS tab
  • PEOPLE sub-tab
  • Click on CLIENT name

MAKE THE REPLACEMENT:

  • Click on PURCHASES  to find the activity to replace. Once you've found the activity, click Invoice to go directly to the invoice related to the registration. 

  • Click on  to open the invoice and select REPLACEMENT

  • Select the activity to REPLACE
  • Select the REPLACEMENT activity

  • Carefully read the WARNINGS, they will help you make decisions about promotions, products and / or memberships and service fees

  • Check the DETAILS of the replacement by clicking on DETAILS
  • You can also add a custom invoice item when replacing (fee or rebate)

  • It is possible to ADD A REBATE or INVOICE MANUALLY, so you can make the adjustment to the new bill if that is necessary to obtain the desired
  • Select the MAIL checkbox to send the client an email of the replacement invoice, uncheck if you do not want to send an email

SAVE

 

 

RESULT
when replacement is used

REPLACE ACTIVITY:

  • Replacing creates a credit note (replacement) in the customer's account
  • The participant will be unregistered from the original activity

REPLACEMENT ACTIVITY:

  • Replacing creates an invoice (replacement) in the customer's account
  • The participant will be registered to the new activity
Have more questions? Submit a request

0 Comments

Article is closed for comments.