Adding and removing participants from a booking

Adding a participant to a booking

After you have created a booking on the Calendar view, you can add staff/instructors and participants to the booking.

Adding a participant to a booking

1. Click on the booking tile on the Calendar

2. Select the Manage Participants and Payments icon

3. In the Customer field, start typing the name of the player and then select their profile when it appears

4. All the bookings that are part of the series will appear under bookings. Click the Add button next to each session to add the participant to that specific session. If the participant is to be added to all sessions, you can simply click Add All.

5. In the Receipt section, you can choose to:

   1. Pay All Now: Process payment for all the selected sessions immediately

   2. Pay All Later: Add the participant to the session now, but collect and process payment later

   3. Waive All: Add the participant to the session(s) and waive all payments (sometimes you would do this if they were to receive a free session)

6. Click the Add Customer/Checkout button

Removing a participant from a booking

To remove a participant from a booking,

1. Click on the booking tile on the Calendar

2. Select the Manage Participants and Payments icon

3. Next to the customer's name of whom you are trying to remove, select the Manage Bookings and Payments (calendar) icon

4. Under the Bookings section, you will see all sessions the participant is enrolled in for that series.

   1. Click the Remove (x) button next to each session you want to remove them from.

   2. If you are removing them from all sessions, click Remove All for a quicker process.

5. In the Receipt section, it will populate the session and the refund amount.

   1. If you would like to refund the participant, click the Issue Refund button. On the Issue Refund prompt, check the total Refund amount is correct. By clicking Refund & Apply Changes, you will initiate a refund back to the customer's credit card on file and remove them from the session.

   2. If you do not need to refund the participant: Select the Waive Payment icon next to the refund amount which will reduce the Subtotal amount. By clicking Save, you will be removing the customer from the session and not refunding them any money.