In the ReferAll Activities solution, you may need to cancel a session for example, due to instructor illness. To reverse this action, we've made it easy to restore a session. Here's how:
To cancel a session, please follow the below guidelines;
There are two methods;
Method 1:
- Click on the Activities tab on the dashboard
- You can edit the sessions from the list of sessions which appear.
- Click on the session you wish to delete
- Click Manager Register
- A pop up box will appear and you can select Cancel Session
- Confirm that you wish to cancel the session
Method 2:
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Click on the Activities tab on the dashboard and then Manage session registers
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The calendar will appear - You then need to click on the session you wish to cancel
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A pop up box will appear with a button within it called ' Cancel Session'
Restore a session
a. Click on the Activities tab on the dashboard.
b. Click Manage session registers
c. Tick Show cancelled sessions and click on the session you wish to restore (these will appear as red and a line through the text)
d. Click Restore session
Reschedule a session
- The Session Register page allows you to amend and update details such as time, location, and session owner. Make any amendments as required and close the page. Your changes will be saved.
- If text message campaigns are set to Active, in particular "Session cancelled" and "Session rescheduling" participants on the register will receive a text notification of the changes to time, date and location (not session owner).
If a session is rescheduled, ensure the "Omit session rescheduling text messages " is unticked:
All participants on the register will receive a text notification of the changes to time, date and location.
Any text messages in Pending are already with our third party SMS provider - there is nothing that can be done about that but the above amendment would cover it.
As for queued, deleting, cancelling and rescheduling action will delete any queued messages. If the re-schedule campaign is active, new ones will be put in queued.
Also, deleting an activity will cancel all bookings (using the same methods).