Cancel a multi-part (Sessional) Course
Steps to Cancel a Sessional Course
Related Help Guide Pages:
Send automatic Cancellation Confirmation emails when Delegates cancel
Send automatic course cancellation request emails to your Administrators
Sessional Course Template Helpguides
Add a new session to a multi-part (Sessional) Course Template
Update a session on a multi-part (Sessional) Course Template
Update a standard Course Template into a multi-part Sessional Course Template
Remove a session from a multi-part (Sessional) Course Template
Learn how to cancel a Sessional Course
If you need to cancel a multi-part or Sessional Course, you can do so quickly, ensuring Delegates and Trainers are informed and given enough notice. This helps everyone adjust their schedules accordingly, preventing unnecessary travel and allowing them to plan alternatives.
Follow this page to learn the steps for cancelling a Sessional Course
Cancel & refund Delegates
In this step you will cancel the Delegates that are booked onto the Sessional Course
Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left
This will open the Courses DataGrid
Search for the Course you will be cancelling by applying filters and/or using the search box
Right-click on the Course within your DataGrid, this will show you the context menu options for this Course
Click on the ‘Delegates’ context menu option
This will open the Delegates DataGrid showing you the Delegates on this Course only
Select all of the Delegates that you would like to cancel and refund
Select the ‘Cancel Delegates and Refund’ option from the mass actions drop-down at the top left of the DataGrid
This will open the ‘Cancel Delegate’ window
Optional - apply a Cancellation charge for each Delegate within the ‘Charge’ option
Optional - Enter a cancellation note for the Delegates
Optional - To prevent any refunds from being issued to your Payment Gateway, check the ‘Keep Refund Local’ checkbox
Click the ‘Cancel Delegate’ button to cancel these Delegates
This will cancel the Delegates on the Sessions too, and trigger any automatic Workflows you have set up to send to cancelled Delegates!
Top tip
If you do not want to apply the same charge, notes, or refund status to every Delegate, you can process cancellations separately per Delegate, please see our dedicated guide Cancel a Delegate
Cancel Parent/Sessional Course
Once the Delegates have been cancelled, you can now cancel the Sessional Course
Click on the ‘Details’ option from the Management Menu
This will open the Course Details page where you will be able to change the Course status
Scroll down to the ‘Scheduling’ section on the page and change the ‘Status’ to ‘Cancelled’
Click on the ‘Save' button at the top-right of the DataGrid to save your changes
This will trigger any automatic Workflows you have set up to send when a Course is cancelled!
Cancel Sessions
If the Sessions are no longer running, you can cancel these too
If all of the Sessions on the Course are ‘Class’ or ‘Web’, you can cancel all of the Sessions within one process!
Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left
This will open the Courses DataGrid
Unapply any filters that you already have in place, and apply a new filter to the DataGrid using the options:
Parent Course IDs - Is In - select the Sessional courseApply your filter
Select all of the Courses
Click the ‘Bulk Edit’ button at the top of the DataGrid
Bulk Edit the ‘Course Status’ to ‘Cancelled’ and click 'Save
The Sessions will now be cancelled!
Check Communications (optional)
In this step, you can check that all communication has been sent informing Delegates of the cancellation
From the Main Navigation menu, select ‘Communications’
This will open the Communications DataGrid
Here, you can see the cancellation emails sent to the Delegates listed on the Courses you have cancelled, these communications are usually the most recent Communications that were sent