This article will show you how to use the Bulk Enroll feature on a session roster to enroll participants in another activity/session.
Important Notes:
Bulk enrollment does not work for memberships.
Waitlists are not available for the following Activity Types: Drop-In or Ticket.
will not receive a notification of the enrollment via receipt, but they will receive an invoice for the balances due. Users will see the receipt in their Transaction Browser.
Instructions
Log in to Recreation Management
Navigate to the Activities tab and select Activity List
Expand the activity
select View on the session to navigate to the roster
Check the desired participants and click Bulk Enroll
A new tab will open, fill in the following fields:
Participants: Confirm the participants you wish to enroll
Target Activity/Session: Search for the session you wish to enroll the participants in
Eligibility Override: Check if you wish to override the eligibility restrictions for the session
Enrollment Override: Check to override the enrollment restrictions for the session
Note: If needed, add a note for the enrollment.
Click Preview Bulk Enroll
The Preview will populate with the Balance Due
Click Complete Bulk Enroll to finish
Note:
Users will not receive notification of the enrollment via receipt, but they will receive an invoice for the balances due. Users will see the receipt in their Transaction Browser.