EMS | Group Activity - Amendments

Description

This section covers the ability to amend a group activity booking

Resolution

In "Reception" click onto “Group Activities"

 

Group Activity - Amending  

 

Change Name

To amend the name of booked on the activity:

1. Select the booked slot to view the booking
   
1. Client Tab - to view information about the client or change the client
   
2. Company tab - to view information about the company, if this booking is for a client that is associated with a company.
   

Change Price

To override the price of the booking:

1. Select the Appointment Review Tab 
   
2. In the Price Section, select the promotional price dropdown list
   
3. Select the applicable reason code
   
1. Discount Percentage - automatically changes the promotional price based on the fixed percentage discount
   
2. Discount Value - automatically changes the promotional price based on the fixed value off the list price
3. Manual Override - allows the user to manually enter the value to be changed.
   
4. To create or amend the discount rules - see Promotional Pricing
   

Resend confirmations and reminders

Confirmations and reminders can be sent manually or automatically using the scheduled marketing, to resend:

1. Using the "Group Activity Reminders & Confirmations" section
   
2. Untick the relevant sent options
   
1. Email Reminders Sent
   
2. SMS Reminders Sent
   
3. Email Confirmations Sent
   
4. SMS Confirmations Sent
   

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