Rescheduling a Booking in community

If you would like to transfer a Booking to another a Course, there are just a few simple steps to follow - 

You can only transfer a Booking to the same Course type (the same qualification). If you would like to transfer to a completely new type of Course this should be considered a new Booking. You should cancel and refund (in accordance with the refund policy) their current Booking and create a new one.

1. Find the Booking

You can find a booking from Bookings Tab

You can find a booking by searching a course in Make a Booking Tab

  1. Select a Product. This should be the qualification that the Student is enrolled in - e.g 'Provide Cardiopulmonary Resuscitation'
  2. Select a 'Region'. This should the region of the Course that the Student is enrolled in - e.g 'Brisbane'
  3. Select a Calendar Month. This will default to the current month, but can be adjusted by clicking the little calendar icon
  4. Select 'Filter'

This will return a list of Courses that match your criteria, in commencing date order. It should be easy to find the Course that the Student is currently enrolled in. 

Click on the Course to open out the details. Once the Course has loaded, navigate to the 'Bookings' related list. This list shows  your Booking made against the Course that needs to be rescheduled. Just click on the B-____ number. 

2. Reschedule your Corporate Booking

The next bit it really easy. In the top right hand side of your Booking page you will see a 'Reschedule Booking' button.  

Press the button and who will be directed to a page to reschedule the Booking. The page will look familiar, it is very similar to the 'Make a Booking' page. 

  1. Select a Region - The Region will default to the same as the original Booking but you have the option to change this if necessary
  2. Select a Calendar Month - the month will default to the current Month but this can easily be edited using the little calendar icon
  3. Select 'Filter'

As explained at the beginning of this guide, the 'Product' will default to the same as the original Booking. You can not change this. If the Student would like to move to a different type of qualification this should be considered a new Booking.

Salesforce will present you with a filtered list of Courses from which to choose a new one to reschedule your attendee to. The list will be in commencing date order. 

Once you have found a suitable Course, use the selection box on the left hand side of the screen and select 'Reschedule Course'.

Thats it, your Booking will be transferred to the new Course. Salesforce will handle the rest of the admin for you -

  1. The 'Booking Contact' assigned to the Booking will receive a notification email detailing the change
  2. Any attendees already linked to the Booking (you can check these by selecting the 'Related' tab on your Booking record and reviewing the 'Attendees' list) will be moved to the newly defined course, ensuring the Course roster is up to date
  3. All attendees linked to the Booking will receive a new Course confirmation email, along with an attachment detailing their transfered enrolment to the new Course