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Steps to cancel a Course

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Learn how to cancel a Course

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If one of your upcoming Courses has not had enough bookings to be viable, you can quickly cancel it and automatically notify Delegates and the assigned Trainer.

This will keep everyone is informed, preventing your Delegates and Trainers turning up for the Course and giving them time to cancel any of their travel plans and make alternative arrangements.

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Follow this page to learn the steps to cancel a Course!

(error) Cancel the Course & Delegates

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This step will take you through the process of cancelling a Course and the Delegates that are currently booked onto it

Expand
titleCancel the Course & Delegates

  1. Depending on whether you are cancelling a Class or Web Course, open the relevant Courses Class or Courses Web DataGrid

    Courses tab

  2. Locate the Course you wish to cancel by using the Search menu in the top right hand side of the DataGrid

    Class Course Datagrid

  3. Right-click on the Course to open the context menu and click ‘Edit Course & Delegate Status’

    Edit course and delegate status option in context menu

  4. A pop up box will open

    edit course and delegate status pop out

  5. Change the Course Status to ‘Cancelled’

    Course status options

  6. You will have an additional tick box that will appear asking if you wish to ‘Apply to Delegates’

    Apply status to all delegates tick box

    Ticking this will change the status for all Delegates. If you choose to use this tick box, skip to step 8

  1. You can then update the status for each ‘Booked’ Delegate to ‘Cancelled’ using the Drop down box to the left of each name

    Edit Course and delegate status pop out

  2. Once you have updated the Course Status and Delegate Status click ‘Save and Close’

    Save and close button

📧 Check your cancellation communications have triggered

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This step will take you through checking that you automated cancellation emails/SMS have triggered

To check your cancellation communications have triggered, you will follow these steps:

  1. Check the Delegate notifications

  2. Check the Trainer notifications

Check the Delegate notifications

This step will take you to the Communications DataGrid to check that your cancellation notification emails/SMS have sent to your Delegates

Expand
titleCheck the Delegate notifications

  1. Click the ‘Communications’ tab from the main navigation menu on the left hand side

    Communications tab in main navigation menu

  2. This will open the Communications Datagrid. Here you can see all SMS/Email’s that have been sent from the Platform

    communications datagrid

  3. Using the ‘Date created' column, you can see when the SMS/Email was sent, who it was sent to, whether it is an Email or SMS. From here you can also preview the SMS/Email by right clicking and opening the context menu and clicking ‘Preview’

    Communications datagrid with context menu - preview option selected

  4. This will open a pop up box, which will show the contents of the email sent to your User/Delegate

    Email preview

  5. From the context menu you can also ‘Delete and 'Resend Email’

    additional options context menu

Check the Trainer notifications

This step will take you to the Communications DataGrid to check that your cancellation notification emails/SMS have sent to your Delegates

Expand
titleCheck the Trainer notifications

  1. Click the ‘Communications’ tab from the main navigation menu on the left hand side

    Communications tab main navigation menu

     

  2. This will open the Communications Datagrid. Here you can see all SMS/Email’s that have been sent from the Platform

    communications datagrid

     

  3. Using the ‘Date created' column, you can see when the SMS/Email was sent, who it was sent to, whether it is an Email or SMS. From here you can also preview the SMS/Email by right clicking and opening the context menu and clicking ‘Preview’

    Communications datagrid with context menu

     

  4. This will open a pop up box, which will show the contents of the email sent to your Trainer

    Email preview

     

  5. From the context menu you can also ‘Delete and 'Resend Email’

    additional options in context menu