This is when you are nearing the end of a term/semester/half term/month and you are ready to generate new registers and invoices.
As you approach the end of a term, semester, or other period, preparing for the new season becomes effortless with the "Clone" feature. This tool allows you to duplicate all your previous classes while applying new dates to them, eliminating the need to recreate classes from scratch or edit old ones.
Since your previous classes have already been billed, it's essential to clone them for the upcoming season. Here's how to clone an entire season in just a few steps:
- Click
<to the right ofClasses. - In the expanded menu click
View All. - Select the season you wish to clone.
- At the top of the season page, locate and click the
Clone Seasonbutton. - You will see all your classes included in the season. You can copy all classes, lessons, students, waiting list, and even packages. If you prefer not to copy them, simply leave them unchecked.
- Enter the name and dates for the new season.
- Once you've entered the necessary details, click
Clone Season.
Review cloned classes for any necessary changes, such as student updates, time adjustments, or other modifications. Make adjustments as needed before proceeding to billing. For more information on how to edit classes, follow our guide here ➡️Updating Class Details.
By following these steps, you can seamlessly transition to a new season with all classes, registers, and invoices prepared for the upcoming term. This efficient process saves time and ensures accuracy in class management and billing. If further modifications are required post-clone, simply edit the relevant classes before initiating billing procedures. 👍