Edit a Session

This article will show you how to edit a Session.

Instructions

Navigate to Activities, then to Activity List
Expand an Activity
Select Edit Session (pencil icon) next to the desired session
Make your modifications
- Basics
  - Code, Name: Enter a session code and/or name
  - Activity (required): Select an activity from the drop-down list
  - Program Period: To better organize Class Sessions, use the Registration Period drop-down to create session periods
  - Session Fee: Base fee for the session, not including add-ons or discounts
  - Age Requirements: Select minimum and maximum ages for the session
    Note:
    If a cutoff date is specified, age restrictions are determined based on that day.
  - Gender: Specify if the session is only open to one sex
    Note:
    If you have enabled the Inclusive Gender Options setting, Non-Binary will show as an option here.
  - Min./Max. Grade: Open to students of a specific grade level, if desired
  - Registration Dates: Dictates when registration becomes available and/or closes
    Notes:
    - Blank dates here will not restrict the start and/or end time for registration.
    - We do have the option to differentiate between resident and non-resident registration dates.
  - Non-Resident Registration: Dictates when registration becomes available for non-residents (if later than resident dates)
- Advanced
  - Advanced Settings: Will be the same for all sessions
    - Program Status: Default is Active
      Note:
      If you wish to cancel an Active session, select Cancelled.
    - Waiting List: Select to allow a wait list to enable once max participation is met
    - Allow Online Reg: Make an activity available online
    - Hide from Online Viewers: Hide the individual session completely from online viewers
    - Participants: Indicate the min/max numbers allowed per session, if applicable
    - Extra Days Display: Allow "x" amount of days past registration for the session to still display with a note that reads "Registration Has Ended"
    - Allow Multiple Quantities: Allows someone to register for more than one of the same class in the same cart for the same person
    - Residency Restrictions: Select if the session is available to only residents, non-residents, or both
    - Prerequisite Behavior: Choose to require all or one prerequisite(s)
      Note:
      Require One behavior is ignored when daily or weekly pricing is enabled.
    - Prerequisite Sessions: Requires users to complete other activities in the system
      Notes:
      This may be useful if you want participants to pay an Annual Fee and/or Annual Insurance, or to force a participant to complete a prior activity in a step-based activity progression.
      The prerequisite activity must already exist in Recreation Management.
    - Volunteer Opportunity: Indicates this session is a volunteer opportunity and will list this volunteer opportunity and roster under the Volunteer Management screen
    - Tax Deductible: Flag this session to display as Tax Deductible for reporting purposes
  - Survey Settings: Will be the same for all sessions
    - Survey Template: Select a template for a possible survey
    - Survey Timing: Choose when the survey goes to the users
  - Other Settings: Will vary from session to session, based on the session type
- Pricing
  - Session Fee: Base fee for the session, not including add-ons or discounts
  - Per Session Fee (optional): Calculates a new session fee based upon a per-day fee
  - Drop-in Fee: Base fee for drop-ins
  - Allow Pay Later: Allows customers to pay the balance at a later time
  - Taxes: Select a tax rate from the drop-down to assign taxes to this session
    Note:
    Check Price Includes Tax if you would like the tax and session fee to be combined in public view.
  - GL Codes: Assign a GL Code to this session
  - Add-ons and Discounts: Apply either an addon and/or discount to the session
- Prompts
  - Waivers: Select waivers to add to the session
  - : Choose existing attachments
  - Prompts: Assign a prompt
  - Tags: Add item tags
- : Enter additional session-specific details
- Receipt: Enter notes to appear on the receipt for this session
- Daily Pricing: Allows the manual creation of activity schedules based upon set prices for specific dates and acts as a drop-in activity
  - Configure Daily Pricing
  - Adjust Daily Pricing
  - Bulk Add Daily Pricing Sessions
  - Remove a Daily Price
    Notes:
    - Only available for Programs/Classes and Camps & Afterschool activity types.
    - If Daily Pricing is enabled, waitlist options will not be available.
- Schedule
  - Registration Dates: Dictates when registration becomes available and/or closes
    - No End Date: Check if you do not wish to have an end date for registration
      Notes:
      Blank dates here will not restrict the start and/or end time for registration.
      We do have the option to differentiate between resident and non-resident registration dates.
      Sessions without a schedule added will expire based on the registration end date. To prevent the session from auto-expiring when there is no schedule, click the No End Date checkbox.
  - Non-Resident Registration Dates: Dictates when registration becomes available for non-residents (if later than resident dates)
  - Member Reg Open: Enables early registration dates for members of specified packages
  - Facility Note: Enter any notes for the facility
  - Schedules: Add a schedule for the session
  - Additional Dates: Select and enter Facility Location, Date, and From/To times
  - Excluded Dates: Select date(s) to exclude from the schedule
- Access
  - Admin and Instructor: Enter the name and select whether the system will notify them of any registration activity for the session
  - Required Flags: Select which flag (that has been previously configured) is required for either your participant/or family to have assigned
- Links: Displays links to the catalog and a QR code, if available
- Payment Plan: Create a payment plan
- Log: Add a Note
  Note:
  Other sessions may have different tabs, depending on the configuration.
Select Save Session at the bottom of the page