Modifying a scheduled Event instance

You can modify scheduled Event instances to change specific details, such as the location, start date, end date, and instructor.

To learn how to schedule an Event instance, see Scheduling an Event instance.

In this article:

To modify a scheduled Event instance from the schedule:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Find the Event on the schedule you want to modify. You may have to adjust the filters or the date range to find the Event.
    • If you are using calendar view, click on the Event and select Modify schedule.
    • If you are using list view, in the rightmost column, click the Options button  and select Edit Event Schedule Details.
  4. Select the time period for which the Event will be modified:
    1. Single day is selected by default. If you want to modify multiple sessions, select Multiple days:
      1. Under FROM DATE, select the starting date on which the modifications will apply.
      2. The All sessions going forward checkbox is selected by default. If you want to specify an ending date for the modifications, clear the checkbox and under TO DATE, select the ending date for the modifications.
    2. Click NEXT.
  5. If you chose to modify multiple sessions, select the sessions that should be affected by your changes.
  6. Click the Edit button  next to each field you want to modify, and then any necessary changes. When all your changes are made, click NEXT.
  7. If clients are affected by the change, determine if and how they should be notified:
    1. Select the Remove clients from this class checkbox to unenroll all registered clients from the Event.
    2. Select the Send email to affected clients and/or the Send SMS to affected clients checkboxes to notify affected clients of the cancellation.
      1. To customize the notifications, click Customize Email or Customize SMS depending on which notification you want to customize.
      2. Make any required changes to the notification template. For more information on customizing email notifications, see Automated email template settings and Email variables.
      3. Click NEXT to return to the Are clients affected? page.
    3.  Click NEXT.
  8.  Confirm your changes and click COMPLETE.

To modify a scheduled Event instance from the setup menu:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Events.
  4. Click the Event you want to modify. You may have to browse the list, use the Search option, or filter the list to find the Event.
  5. Click MANAGE SCHEDULE.
  6. Find the Event instance you want to modify and click the Edit button .
  7. Select the time period for which the Event will be modified:
    1. Under FROM DATE, select the starting date on which the modifications will apply.
    2. The All sessions going forward checkbox is selected by default. If you want to specify an ending date for the modifications, clear the checkbox and under TO DATE, select the ending date for the modifications.
    3. Click NEXT.
  8.  If you chose to modify multiple sessions, select the sessions that should be affected by your changes.
  9. Click the Edit button  next to each field you want to modify, and then any necessary changes. When all your changes are made, click NEXT.
  10. If clients are affected by the change, determine if and how they should be notified:
    1. Select the Remove clients from this class checkbox to unenroll all registered clients from the Event.
    2. Select the Send email to affected client sand/or the Send SMS to affected clients checkboxes to notify affected clients of the cancellation.
      1. To customize the notifications, click Customize Email or Customize SMS depending on which notification you want to customize.
      2. Make any required changes to the notification template. For more information on customizing email notifications, see Automated email template settings and Email variables.
      3. Click NEXT to return to the Are clients affected? page.
    3.  Click NEXT.
  11. Confirm your changes and click COMPLETE.

 

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